EP Wealth Advisors, LLC
Position in BSCQ — Invesco BulletShares 2026 Corporate Bond ETF
CIK 1540569
TORRANCE, CA
All Filings in BSCQ
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BSCQ | $4,939,664 | 252,927 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 BSCQ | $5,095,372 | 260,300 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 BSCQ | $5,206,725 | 266,738 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BSCQ | $5,463,088 | 280,446 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 BSCQ | $5,539,220 | 285,086 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 BSCQ | $3,613,044 | 184,716 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 BSCQ | $747,307 | 38,973 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 BSCQ | $755,913 | 39,350 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 BSCQ | $762,350 | 39,500 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 BSCQ | $742,007 | 39,500 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 BSCQ | $745,959 | 39,375 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 BSCQ | $288,453 | 15,055 | Shares | Sole | 2023-06-05 | |
| No filing history on record for this holder in this stock. | ||||||