EP Wealth Advisors’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$672K	Buy	40,379 +6,611	+20%	+$110K	﹤0.01%	897
2026 Q1	$565K	Sell	33,768 -10,249	-23%	-$173K	﹤0.01%	852
2025 Q4	$745K	Buy	+44,017	New	+$745K	﹤0.01%	710
2025 Q2	$630K	Hold	37,553	–	–	﹤0.01%	699
2025 Q1	$623K	Hold	37,553	–	–	0.01%	624
2024 Q4	$615K	Buy	+37,553	New	+$622K	0.01%	629

Other funds holding BSCU

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

EP Wealth Advisors increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 20% in Q2 2026, buying an estimated $110K and bringing the position to 40,379 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

EP Wealth Advisors first reported a position in BSCU in Q4 2024 and has held it in 6 quarters since. The position peaked at $745K in Q4 2025. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

EP Wealth Advisors held 40,379 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $672K as of Q2 2026.
EP Wealth Advisors bought 6,611 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $110K.
Invesco BulletShares 2030 Corporate Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #897 holding.
EP Wealth Advisors first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
EP Wealth Advisors's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $745K in Q4 2025.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

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