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Sigma Planning Corp’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Sigma Planning Corp’s Portfolio BSJQ Stock Details BSJQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-46,088
Closed -$1.04M – 887
2023
Q3 		$1.04M Buy
46,088
+584
+1% +$13.3K 0.04% 450
2023
Q2 		$1.04M Buy
+45,504
New +$1.03M 0.04% 441

Other funds holding BSJQ

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

Sigma Planning Corp's BSJQ Position: Q4 2023 in Review

Sigma Planning Corp sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q4 2023, closing a stake of 46,088 shares — an estimated $1.04M sold.

Sigma Planning Corp first reported a position in BSJQ in Q2 2023 and held it in 2 quarters. The position peaked at $1.04M in Q3 2023. 113 funds tracked by Wall St. Rank hold BSJQ as of Q4 2023.

  • Sigma Planning Corp reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 46,088 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $1.04M.
  • Sigma Planning Corp first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
  • Sigma Planning Corp's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $1.04M in Q3 2023.
  • 113 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.