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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
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 $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

EP Wealth Advisors's BSCV Position: Q2 2025 in Review

EP Wealth Advisors held its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) position steady in Q2 2025 at 6,233 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

EP Wealth Advisors first reported a position in BSCV in Q4 2024 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold BSCV as of Q2 2025.

  • EP Wealth Advisors held 6,233 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $103K as of Q2 2025.
  • EP Wealth Advisors left its Invesco BulletShares 2031 Corporate Bond ETF share count unchanged in Q2 2025.
  • Invesco BulletShares 2031 Corporate Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1380 holding.
  • EP Wealth Advisors first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.