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
Q4 | $5.1M | Buy |
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|
2025
Q2 | $5.21M | Sell |
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|
2025
Q1 | $5.46M | Sell |
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|
2024
Q4 | $5.54M | Buy |
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|
2024
Q3 | $3.61M | Buy |
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|
2024
Q2 | $747K | Sell |
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|
2024
Q1 | $756K | Sell |
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|
2023
Q4 | $762K | Hold |
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|
2023
Q3 | $742K | Buy |
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|
2023
Q2 | $740K | Buy |
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|
2023
Q1 | $305K | Buy |
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