EWA
BSCO

EP Wealth Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

EP Wealth Advisors’s Portfolio BSCO Stock Details BSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-174,763
Closed -$3.69M – 1334
2024
Q3 		$3.69M Buy
174,763
+137,718
+372% +$2.91M 0.03% 255
2024
Q2 		$780K Sell
37,045
-912
-2% -$19.2K 0.01% 432
2024
Q1 		$796K Sell
37,957
-2,684
-7% -$56.2K 0.01% 420
2023
Q4 		$849K Sell
40,641
-1,062
-3% -$22.1K 0.01% 396
2023
Q3 		$862K Sell
41,703
-3,109
-7% -$64.2K 0.01% 361
2023
Q2 		$853K Sell
44,812
-26,231
-37% -$540K 0.01% 360
2023
Q1 		$1.5M Buy
71,043
+64,079
+920% +$1.32M 0.03% 253
2022
Q4 		$143K Buy
+6,964
New +$142K ﹤0.01% 573
2022
Q3 		– Sell
-9,137
Closed -$190K – 665
2022
Q2 		$190K Sell
9,137
-6,032
-40% -$126K ﹤0.01% 581
2022
Q1 		$320K Buy
+15,169
New +$325K 0.01% 478

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

EP Wealth Advisors's BSCO Position: Q4 2024 in Review

EP Wealth Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 174,763 shares — an estimated $3.69M sold.

EP Wealth Advisors first reported a position in BSCO in Q1 2022 and held it in 10 quarters. The position peaked at $3.69M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • EP Wealth Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 174,763 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $3.69M.
  • EP Wealth Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and held it in 10 quarters.
  • EP Wealth Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $3.69M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.