Ownership history in Sigma Planning Corp · 20 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in INVESCO EXCH TRD SLF IDX FD (BSCP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 83,903 | -2,504 | -2.9% | 0.05% | $1.7M | $20.52 |
| 2025 Q2 | REDUCED | 86,407 | -7,740 | -8.2% | 0.05% | $1.8M | $20.29 |
| 2025 Q1 | REDUCED | 94,147 | -2,335 | -2.4% | 0.06% | $1.9M | $20.08 |
| 2024 Q4 | ADDED | 96,482 | +4,065 | +4.4% | 0.06% | $2.0M | $19.84 |
| 2024 Q3 | REDUCED | 92,417 | -3,410 | -3.6% | 0.06% | $1.9M | $19.64 |
| 2024 Q2 | REDUCED | 95,827 | -152,463 | -61.4% | 0.06% | $2.0M | $19.25 |
| 2024 Q1 | ADDED | 248,290 | +152,803 | +160.0% | 0.16% | $5.1M | $19.04 |
| 2023 Q4 | REDUCED | 95,487 | -121,694 | -56.0% | 0.15% | $2.0M | $18.89 |
| 2023 Q3 | ADDED | 217,181 | +5,372 | +2.5% | 0.16% | $4.4M | $18.40 |
| 2023 Q2 | REDUCED | 211,809 | -35,022 | -14.2% | 0.15% | $4.3M | $18.25 |
As of 2025 Q4 — sorted by position size