GB
BSCM

Goepper Burkhardt’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Goepper Burkhardt’s Portfolio BSCM Stock Details BSCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-217,075
Closed -$4.6M – 67
2022
Q3 		$4.6M Sell
217,075
-56,006
-21% -$1.19M 3.42% 12
2022
Q2 		$5.79M Sell
273,081
-16,525
-6% -$351K 4.08% 10
2022
Q1 		$6.16M Sell
289,606
-7,450
-3% -$159K 3.74% 10
2021
Q4 		$6.35M Buy
297,056
+510
+0.2% +$11K 3.78% 8
2021
Q3 		$6.38M Buy
296,546
+1,050
+0.4% +$22.6K 4.07% 8
2021
Q2 		$6.38M Buy
295,496
+17,500
+6% +$379K 4.03% 8
2021
Q1 		$6.02M Buy
277,996
+24,575
+10% +$533K 4.09% 8
2020
Q4 		$5.51M Buy
+253,421
New +$5.53M 4% 7

Other funds holding BSCM

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Goepper Burkhardt's BSCM Position: Q4 2022 in Review

Goepper Burkhardt sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 217,075 shares — an estimated $4.6M sold.

Goepper Burkhardt first reported a position in BSCM in Q4 2020 and held it in 8 quarters. The position peaked at $6.38M in Q3 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Goepper Burkhardt reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Goepper Burkhardt sold 217,075 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $4.6M.
  • Goepper Burkhardt first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
  • Goepper Burkhardt's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $6.38M in Q3 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Goepper Burkhardt's 13F filing for Q4 2022, filed 15 Feb 2023.