Sigma Planning Corp
BSCS icon

Sigma Planning Corp’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Sigma Planning Corp’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$908K Sell
45,113
-246
-0.5% -$5K 0.02% 620
2026
Q2 		$924K Sell
45,359
-3,392
-7% -$69.2K 0.02% 626
2026
Q1 		$996K Buy
48,751
+1,401
+3% +$28.8K 0.03% 568
2025
Q4 		$975K Sell
47,350
-2,331
-5% -$48K 0.03% 543
2025
Q3 		$1.02M Buy
49,681
+1,420
+3% +$29.1K 0.03% 520
2025
Q2 		$989K Sell
48,261
-275
-0.6% -$5.6K 0.03% 505
2025
Q1 		$988K Buy
48,536
+5,300
+12% +$107K 0.03% 498
2024
Q4 		$870K Buy
43,236
+18,075
+72% +$367K 0.03% 541
2024
Q3 		$517K Buy
+25,161
New +$512K 0.02% 731
2024
Q2 		– Sell
-32,553
Closed -$653K – 1203
2024
Q1 		$653K Buy
+32,553
New +$654K 0.02% 662

Other funds holding BSCS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sigma Planning Corp's BSCS Position: Q3 2026 in Review

Sigma Planning Corp reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.54% in Q3 2026, selling an estimated $5K and leaving 45,113 shares worth $908K. The position accounts for 0.02% of the portfolio, ranked #620.

Sigma Planning Corp first reported a position in BSCS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.02M in Q3 2025. 258 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

  • Sigma Planning Corp held 45,113 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $908K as of Q3 2026.
  • Sigma Planning Corp sold 246 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $5K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #620 holding.
  • Sigma Planning Corp first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Sigma Planning Corp's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $1.02M in Q3 2025.
  • 258 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.