EP Wealth Advisors’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

EP Wealth Advisors’s Portfolio BSCJ Stock Details BSCJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-11,385	Closed	-$240K	–	442
2019 Q3	$240K	Sell	11,385 -4,329	-28%	-$91.3K	0.01%	314
2019 Q2	$331K	Sell	15,714 -10,934	-41%	-$231K	0.02%	229
2019 Q1	$561K	Buy	+26,648	New	+$562K	0.05%	160

EP Wealth Advisors's BSCJ Position: Q4 2019 in Review

EP Wealth Advisors sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 11,385 shares — an estimated $240K sold.

EP Wealth Advisors first reported a position in BSCJ in Q1 2019 and held it in 3 quarters. The position peaked at $561K in Q1 2019. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

EP Wealth Advisors reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
EP Wealth Advisors sold 11,385 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $240K.
EP Wealth Advisors first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
EP Wealth Advisors's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $561K in Q1 2019.
0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on EP Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.