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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sigma Planning Corp's BSCU Position: Q1 2026 in Review

Sigma Planning Corp reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 11% in Q1 2026, selling an estimated $96.5K and leaving 47,928 shares worth $801K. The position accounts for 0.02% of the portfolio, ranked #658.

Sigma Planning Corp first reported a position in BSCU in Q2 2023 and has held it in 12 quarters since. The position peaked at $984K in Q3 2024. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Sigma Planning Corp held 47,928 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $801K as of Q1 2026.
  • Sigma Planning Corp sold 5,717 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $96.5K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #658 holding.
  • Sigma Planning Corp first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Sigma Planning Corp's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $984K in Q3 2024.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.