INVESCO EXCH TRD SLF IDX FD

Ticker: BSCR CUSIP: 46138J783 Class: ETF

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 243,733 Value ($000) $4,811 Avg Close — Range —
Q2 2025
Shares 242,104 Value ($000) $4,757 Avg Close — Range —
Q1 2025
Shares 246,459 Value ($000) $4,828 Avg Close — Range —
Q4 2024
Shares 248,502 Value ($000) $4,841 Avg Close — Range —
Q3 2024
Shares 158,089 Value ($000) $3,118 Avg Close — Range —
Q2 2024
Shares 153,047 Value ($000) $2,942 Avg Close — Range —
Q1 2024
Shares 149,757 Value ($000) $2,889 Avg Close — Range —
Q4 2023
Shares 150,051 Value ($000) $2,919 Avg Close — Range —
Q3 2023
Shares 150,317 Value ($000) $2,816 Avg Close — Range —
Q2 2023
Shares 151,871 Value ($000) $2,860 Avg Close — Range —
Q1 2023
Shares 39,375 Value ($000) $754 Avg Close — Range —