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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.21M Sell
2025
Q1
$5.46M Sell
2024
Q4
$5.54M Buy
2024
Q3
$3.61M Buy
2024
Q2
$747K Sell
2024
Q1
$756K Sell
2023
Q4
$762K Hold
2023
Q3
$742K Buy
2023
Q2
$740K Buy
2023
Q1
$305K Buy