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EP Wealth Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

EP Wealth Advisors’s Portfolio BSCS Stock Details BSCS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.38M Buy
67,227
+595
+0.9% +$12.2K 0.01% 498
2025
Q1 		$1.36M Hold
66,632
– – 0.01% 428
2024
Q4 		$1.34M Buy
66,632
+61,477
+1,193% +$1.24M 0.01% 430
2024
Q3 		$106K Buy
+5,155
New +$106K ﹤0.01% 1137