EP Wealth Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$849K	Buy	45,708 +6,089	+15%	+$113K	﹤0.01%	806
2026 Q1	$739K	Sell	39,619 -9,090	-19%	-$171K	﹤0.01%	742
2025 Q4	$917K	Buy	+48,709	New	+$918K	﹤0.01%	648
2025 Q2	$800K	Hold	42,754	–	–	0.01%	628
2025 Q1	$792K	Sell	42,754 -2,253	-5%	-$41.5K	0.01%	559
2024 Q4	$825K	Buy	+45,007	New	+$833K	0.01%	556

Other funds holding BSCT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

EP Wealth Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 15% in Q2 2026, buying an estimated $113K and bringing the position to 45,708 shares worth $849K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

EP Wealth Advisors first reported a position in BSCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $917K in Q4 2025. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

EP Wealth Advisors held 45,708 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $849K as of Q2 2026.
EP Wealth Advisors bought 6,089 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $113K.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #806 holding.
EP Wealth Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
EP Wealth Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $917K in Q4 2025.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

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