EWA
BSCM

EP Wealth Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

EP Wealth Advisors’s Portfolio BSCM Stock Details BSCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-32,536
Closed -$689K – 648
2022
Q3 		$689K Sell
32,536
-1,202
-4% -$25.5K 0.02% 263
2022
Q2 		$715K Sell
33,738
-1,138
-3% -$24.1K 0.02% 310
2022
Q1 		$741K Buy
+34,876
New +$743K 0.02% 306
2021
Q1 		– Sell
-5,677
Closed -$123K – 529
2020
Q4 		$123K Buy
+5,677
New +$124K ﹤0.01% 443
2020
Q1 		– Sell
-9,417
Closed -$203K – 448
2019
Q4 		$203K Hold
9,417
– – 0.01% 394
2019
Q3 		$202K Hold
9,417
– – 0.01% 345
2019
Q2 		$201K Buy
+9,417
New +$199K 0.01% 298
2019
Q1 		– Sell
-11,302
Closed -$233K – 301
2018
Q4 		$233K Buy
+11,302
New +$232K 0.02% 228

Other funds holding BSCM

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

EP Wealth Advisors's BSCM Position: Q4 2022 in Review

EP Wealth Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 32,536 shares — an estimated $689K sold.

EP Wealth Advisors first reported a position in BSCM in Q4 2018 and held it in 8 quarters. The position peaked at $741K in Q1 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • EP Wealth Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 32,536 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $689K.
  • EP Wealth Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2018 and held it in 8 quarters.
  • EP Wealth Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $741K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on EP Wealth Advisors's 13F filing for Q4 2022, filed 12 Jun 2023.