EP Wealth Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.88M	Sell	249,974 -2,953	-1%	-$57.7K	0.02%	386
2026 Q1	$4.94M	Sell	252,927 -7,373	-3%	-$144K	0.02%	311
2025 Q4	$5.1M	Buy	+260,300	New	+$5.1M	0.03%	277
2025 Q2	$5.21M	Sell	266,738 -13,708	-5%	-$267K	0.03%	257
2025 Q1	$5.46M	Sell	280,446 -4,640	-2%	-$90.4K	0.04%	215
2024 Q4	$5.54M	Buy	285,086 +100,370	+54%	+$1.95M	0.05%	206
2024 Q3	$3.61M	Buy	184,716 +145,743	+374%	+$2.83M	0.03%	260
2024 Q2	$747K	Sell	38,973 -377	-1%	-$7.23K	0.01%	444
2024 Q1	$756K	Sell	39,350 -150	-0.4%	-$2.89K	0.01%	431
2023 Q4	$762K	Hold	39,500	–	–	0.01%	414
2023 Q3	$742K	Buy	39,500 +125	+0.3%	+$2.36K	0.01%	388
2023 Q2	$740K	Buy	39,375 +24,320	+162%	+$465K	0.01%	381
2023 Q1	$305K	Buy	+15,055	New	+$287K	0.01%	486

Other funds holding BSCQ

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SLFPAM

St. Louis Financial Planners Asset Management Chesterfield, Missouri $188M AUM 63.67% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

EP Wealth Advisors's BSCQ Position: Q2 2026 in Review

EP Wealth Advisors reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 1.2% in Q2 2026, selling an estimated $57.7K and leaving 249,974 shares worth $4.88M. The position accounts for 0.02% of the portfolio, ranked #386.

EP Wealth Advisors first reported a position in BSCQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.54M in Q4 2024. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

EP Wealth Advisors held 249,974 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $4.88M as of Q2 2026.
EP Wealth Advisors sold 2,953 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $57.7K.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #386 holding.
EP Wealth Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
EP Wealth Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $5.54M in Q4 2024.
395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.