Sigma Planning Corp’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Sigma Planning Corp’s Portfolio BSCQ Stock Details BSCQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-15,868	Closed	-$123K	–	1327
2025 Q4	$123K	Sell	15,868 -33	-0.2%	-$646	﹤0.01%	1252
2025 Q3	$311K	Sell	15,901 -1,165	-7%	-$22.8K	0.01%	1023
2025 Q2	$333K	Sell	17,066 -4,594	-21%	-$89.6K	0.01%	952
2025 Q1	$422K	Buy	21,660 +1,936	+10%	+$37.7K	0.01%	802
2024 Q4	$383K	Buy	+19,724	New	+$384K	0.01%	834
2024 Q3	–	Sell	-10,498	Closed	-$201K	–	1222
2024 Q2	$201K	Sell	10,498 -155,436	-94%	-$2.98M	0.01%	1091
2024 Q1	$3.19M	Buy	165,934 +98,811	+147%	+$1.9M	0.1%	208
2023 Q4	$1.3M	Sell	67,123 -85,314	-56%	-$1.62M	0.1%	213
2023 Q3	$2.86M	Buy	152,437 +3,409	+2%	+$64.4K	0.11%	193
2023 Q2	$2.82M	Buy	149,028 +126,865	+572%	+$2.42M	0.1%	221
2023 Q1	$425K	Buy	22,163 +5,596	+34%	+$107K	0.01%	872
2022 Q4	$314K	Buy	+16,567	New	+$312K	0.01%	946

Other funds holding BSCQ

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Sigma Planning Corp's BSCQ Position: Q1 2026 in Review

Sigma Planning Corp sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q1 2026, closing a stake of 15,868 shares — an estimated $123K sold.

Sigma Planning Corp first reported a position in BSCQ in Q4 2022 and held it in 12 quarters. The position peaked at $3.19M in Q1 2024. 406 funds tracked by Wall St. Rank hold BSCQ as of Q1 2026.

Sigma Planning Corp reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Sigma Planning Corp sold 15,868 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2026, an estimated $123K.
Sigma Planning Corp first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2022 and held it in 12 quarters.
Sigma Planning Corp's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $3.19M in Q1 2024.
406 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.