Sigma Planning Corp’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24M	Sell	63,065 -4,082	-6%	-$80.2K	0.03%	517
2026 Q1	$1.32M	Sell	67,147 -1,300	-2%	-$25.6K	0.04%	467
2025 Q4	$1.35M	Sell	68,447 -693	-1%	-$13.7K	0.04%	436
2025 Q3	$1.36M	Buy	69,140 +4,719	+7%	+$92.9K	0.04%	431
2025 Q2	$1.27M	Buy	64,421 +6,333	+11%	+$124K	0.04%	428
2025 Q1	$1.14M	Buy	58,088 +11,001	+23%	+$215K	0.04%	449
2024 Q4	$917K	Buy	47,087 +4,996	+12%	+$97.6K	0.03%	519
2024 Q3	$830K	Buy	42,091 +8,003	+23%	+$156K	0.03%	563
2024 Q2	$655K	Sell	34,088 -125,108	-79%	-$2.4M	0.02%	622
2024 Q1	$3.07M	Buy	159,196 +94,904	+148%	+$1.83M	0.1%	214
2023 Q4	$1.25M	Buy	+64,292	New	+$1.22M	0.1%	222

Other funds holding BSCR

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

MCM

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

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Sigma Planning Corp's BSCR Position: Q2 2026 in Review

Sigma Planning Corp reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 6.1% in Q2 2026, selling an estimated $80.2K and leaving 63,065 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #517.

Sigma Planning Corp first reported a position in BSCR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.07M in Q1 2024. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Sigma Planning Corp held 63,065 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.24M as of Q2 2026.
Sigma Planning Corp sold 4,082 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $80.2K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #517 holding.
Sigma Planning Corp first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Sigma Planning Corp's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $3.07M in Q1 2024.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.