EP Wealth Advisors’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$102K	Buy	+6,233	New	+$103K	﹤0.01%	1669
2025 Q2	$103K	Hold	6,233	–	–	﹤0.01%	1380
2025 Q1	$102K	Hold	6,233	–	–	﹤0.01%	1248
2024 Q4	$100K	Buy	+6,233	New	+$102K	﹤0.01%	1208

Other funds holding BSCV

ACA

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

Morgan Stanley New York $1.89T AUM 35.08% 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

AUB

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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

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

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

EP Wealth Advisors opened a new position in Invesco BulletShares 2031 Corporate Bond ETF (BSCV) in Q2 2026: 6,233 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #1669 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in BSCV as recently as Q2 2025.

EP Wealth Advisors first reported a position in BSCV in Q4 2024 and has held it in 4 quarters since. The position peaked at $103K in Q2 2025. 221 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

EP Wealth Advisors held 6,233 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $102K as of Q2 2026.
Invesco BulletShares 2031 Corporate Bond ETF was a new EP Wealth Advisors position in Q2 2026.
Invesco BulletShares 2031 Corporate Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1669 holding.
EP Wealth Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
EP Wealth Advisors's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $103K in Q2 2025.
221 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

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