SPC
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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
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

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LPL Financial
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Raymond James Financial
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Lido Advisors
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return