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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.76M	Sell
2025 Q1	$4.83M	Sell
2024 Q4	$4.84M	Buy
2024 Q3	$3.12M	Buy
2024 Q2	$2.94M	Buy
2024 Q1	$2.89M	Sell
2023 Q4	$2.92M	Sell
2023 Q3	$2.82M	Sell
2023 Q2	$2.86M	Buy
2023 Q1	$754K	Buy