Goepper Burkhardt’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Goepper Burkhardt’s Portfolio BSCL Stock Details BSCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-251,605	Closed	-$5.31M	–	70
2021 Q3	$5.31M	Sell	251,605 -17,500	-7%	-$369K	3.38%	11
2021 Q2	$5.68M	Sell	269,105 -5,300	-2%	-$112K	3.59%	11
2021 Q1	$5.8M	Buy	274,405 +28,487	+12%	+$603K	3.94%	10
2020 Q4	$5.22M	Buy	+245,918	New	+$5.23M	3.78%	9

Other funds holding BSCL

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Goepper Burkhardt's BSCL Position: Q4 2021 in Review

Goepper Burkhardt sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 251,605 shares — an estimated $5.31M sold.

Goepper Burkhardt first reported a position in BSCL in Q4 2020 and held it in 4 quarters. The position peaked at $5.8M in Q1 2021. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

Goepper Burkhardt reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Goepper Burkhardt sold 251,605 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $5.31M.
Goepper Burkhardt first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Goepper Burkhardt's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $5.8M in Q1 2021.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on Goepper Burkhardt's 13F filing for Q4 2021, filed 21 Jan 2022.