EP Wealth Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.42M	Sell	262,060 -7,651	-3%	-$158K	0.04%	252
2025 Q1	$5.58M	Sell	269,711 -5,424	-2%	-$112K	0.04%	209
2024 Q4	$5.68M	Buy	275,135 +111,363	+68%	+$2.3M	0.05%	201
2024 Q3	$3.38M	Buy	163,772 +148,927	+1,003%	+$3.07M	0.03%	269
2024 Q2	$304K	Hold	14,845	–	–	﹤0.01%	652
2024 Q1	$303K	Hold	14,845	–	–	﹤0.01%	623
2023 Q4	$304K	Hold	14,845	–	–	﹤0.01%	614
2023 Q3	$299K	Sell	14,845 -210	-1%	-$4.23K	﹤0.01%	562
2023 Q2	$301K	Sell	15,055 -29,757	-66%	-$603K	﹤0.01%	564
2023 Q1	$923K	Buy	+44,812	New	+$905K	0.02%	313

Other funds holding BSCP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

EP Wealth Advisors's BSCP Position: Q2 2025 in Review

EP Wealth Advisors reduced its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 2.8% in Q2 2025, selling an estimated $158K and leaving 262,060 shares worth $5.42M. The position accounts for 0.04% of the portfolio, ranked #252.

EP Wealth Advisors first reported a position in BSCP in Q1 2023 and has held it in 10 quarters since. The position peaked at $5.68M in Q4 2024. 383 funds tracked by Wall St. Rank hold BSCP as of Q2 2025.

EP Wealth Advisors held 262,060 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $5.42M as of Q2 2025.
EP Wealth Advisors sold 7,651 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2025, an estimated $158K.
Invesco BulletShares 2025 Corporate Bond ETF made up 0.04% of EP Wealth Advisors's portfolio in Q2 2025, its #252 holding.
EP Wealth Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2023 and has held it in 10 quarters since.
EP Wealth Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $5.68M in Q4 2024.
383 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.