Sigma Planning Corp
BSCU icon

Sigma Planning Corp’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Sigma Planning Corp’s Portfolio BSCU Stock Details BSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$739K Hold
45,758
– – 0.02% 686
2026
Q2 		$762K Sell
45,758
-2,170
-5% -$36.2K 0.02% 712
2026
Q1 		$801K Sell
47,928
-5,717
-11% -$96.5K 0.02% 658
2025
Q4 		$908K Sell
53,645
-3,200
-6% -$54.2K 0.03% 566
2025
Q3 		$961K Buy
56,845
+3,750
+7% +$63.1K 0.03% 544
2025
Q2 		$891K Sell
53,095
-3,250
-6% -$53.9K 0.03% 536
2025
Q1 		$935K Sell
56,345
-500
-0.9% -$8.23K 0.03% 515
2024
Q4 		$931K Sell
56,845
-1,225
-2% -$20.3K 0.03% 514
2024
Q3 		$984K Buy
58,070
+2,013
+4% +$33.7K 0.03% 502
2024
Q2 		$911K Sell
56,057
-1,708
-3% -$27.7K 0.03% 508
2024
Q1 		$947K Buy
57,765
+34,670
+150% +$569K 0.03% 525
2023
Q4 		$384K Sell
23,095
-11,300
-33% -$179K 0.03% 550
2023
Q3 		$536K Buy
34,395
+400
+1% +$6.39K 0.02% 686
2023
Q2 		$551K Buy
+33,995
New +$556K 0.02% 695

Other funds holding BSCU

Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Marietta Wealth Management
Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return
Wilkins Miller Wealth Management
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
Carroll Advisory Group
Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return

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

Sigma Planning Corp held its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) position steady in Q3 2026 at 45,758 shares worth $739K. The position accounts for 0.02% of the portfolio, ranked #686.

Sigma Planning Corp first reported a position in BSCU in Q2 2023 and has held it in 14 quarters since. The position peaked at $984K in Q3 2024. 104 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

  • Sigma Planning Corp held 45,758 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $739K as of Q3 2026.
  • Sigma Planning Corp left its Invesco BulletShares 2030 Corporate Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #686 holding.
  • Sigma Planning Corp first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • Sigma Planning Corp's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $984K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

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