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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.84M	Buy	90,510 +17,089	+23%	+$349K	0.01%	599
2026 Q1	$1.5M	Sell	73,421 -1,219	-2%	-$25.1K	0.01%	549
2025 Q4	$1.54M	Buy	+74,640	New	+$1.54M	0.01%	505
2025 Q2	$1.38M	Buy	67,227 +595	+0.9%	+$12.1K	0.01%	498
2025 Q1	$1.36M	Hold	66,632	–	–	0.01%	428
2024 Q4	$1.34M	Buy	66,632 +61,477	+1,193%	+$1.25M	0.01%	430
2024 Q3	$106K	Buy	+5,155	New	+$105K	﹤0.01%	1137

Other funds holding BSCS

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

EP Wealth Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 23% in Q2 2026, buying an estimated $349K and bringing the position to 90,510 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #599.

EP Wealth Advisors first reported a position in BSCS in Q3 2024 and has held it in 7 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

EP Wealth Advisors held 90,510 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.84M as of Q2 2026.
EP Wealth Advisors bought 17,089 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $349K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #599 holding.
EP Wealth Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

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