EP Wealth Advisors’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $4.81M | Buy |
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|
2025
Q2 | $4.76M | Sell |
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|
2025
Q1 | $4.83M | Sell |
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|
2024
Q4 | $4.84M | Buy |
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|
2024
Q3 | $3.12M | Buy |
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|
2024
Q2 | $2.94M | Buy |
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|
2024
Q1 | $2.89M | Sell |
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|
2023
Q4 | $2.92M | Sell |
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|
2023
Q3 | $2.82M | Sell |
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|
2023
Q2 | $2.86M | Buy |
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|
2023
Q1 | $754K | Buy |
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