EP Wealth Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.68M	Buy	238,572 +10,357	+5%	+$203K	0.02%	395
2026 Q1	$4.48M	Sell	228,215 -15,518	-6%	-$306K	0.02%	335
2025 Q4	$4.81M	Buy	+243,733	New	+$4.81M	0.03%	287
2025 Q2	$4.76M	Sell	242,104 -4,355	-2%	-$85.3K	0.03%	271
2025 Q1	$4.83M	Sell	246,459 -2,043	-0.8%	-$39.9K	0.04%	226
2024 Q4	$4.84M	Buy	248,502 +90,413	+57%	+$1.77M	0.04%	224
2024 Q3	$3.12M	Buy	158,089 +5,042	+3%	+$98.6K	0.03%	277
2024 Q2	$2.94M	Buy	153,047 +3,290	+2%	+$63.1K	0.03%	235
2024 Q1	$2.89M	Sell	149,757 -294	-0.2%	-$5.68K	0.03%	226
2023 Q4	$2.92M	Sell	150,051 -266	-0.2%	-$5.04K	0.04%	214
2023 Q3	$2.82M	Sell	150,317 -1,554	-1%	-$29.4K	0.04%	210
2023 Q2	$2.86M	Buy	151,871 +112,496	+286%	+$2.16M	0.04%	207
2023 Q1	$754K	Buy	+39,375	New	+$755K	0.01%	343

Other funds holding BSCR

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

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

MCM

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

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

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

EP Wealth Advisors increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 4.5% in Q2 2026, buying an estimated $203K and bringing the position to 238,572 shares worth $4.68M. The position accounts for 0.02% of the portfolio, ranked #395.

EP Wealth Advisors first reported a position in BSCR in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.84M in Q4 2024. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

EP Wealth Advisors held 238,572 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $4.68M as of Q2 2026.
EP Wealth Advisors bought 10,357 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $203K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #395 holding.
EP Wealth Advisors first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
EP Wealth Advisors's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $4.84M in Q4 2024.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

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