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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$800K Hold
42,754
0.01% 628
2025
Q1
$792K Sell
42,754
-2,253
-5% -$41.7K 0.01% 559
2024
Q4
$825K Buy
+45,007
New +$825K 0.01% 556