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 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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Sigma Planning Corp reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 7% in Q2 2026, selling an estimated $69.2K and leaving 45,359 shares worth $924K. The position accounts for 0.02% of the portfolio, ranked #626.

Sigma Planning Corp first reported a position in BSCS in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.02M in Q3 2025. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Sigma Planning Corp held 45,359 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $924K as of Q2 2026.
Sigma Planning Corp sold 3,392 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $69.2K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #626 holding.
Sigma Planning Corp first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Sigma Planning Corp's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $1.02M in Q3 2025.
399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

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