GB
BSCO

Goepper Burkhardt’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Goepper Burkhardt’s Portfolio BSCO Stock Details BSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-138,825
Closed -$2.93M – 84
2024
Q3 		$2.93M Sell
138,825
-66,850
-33% -$1.41M 1.21% 20
2024
Q2 		$4.33M Sell
205,675
-2,600
-1% -$54.7K 1.96% 18
2024
Q1 		$4.38M Sell
208,275
-24,900
-11% -$521K 2.04% 16
2023
Q4 		$4.89M Sell
233,175
-21,550
-8% -$448K 2.43% 15
2023
Q3 		$5.27M Sell
254,725
-2,300
-0.9% -$47.5K 3.21% 11
2023
Q2 		$5.29M Sell
257,025
-1,000
-0.4% -$20.6K 3.19% 11
2023
Q1 		$5.31M Sell
258,025
-2,600
-1% -$53.4K 3.48% 11
2022
Q4 		$5.34M Sell
260,625
-20,698
-7% -$423K 3.74% 10
2022
Q3 		$5.74M Sell
281,323
-3,575
-1% -$74K 4.27% 9
2022
Q2 		$5.91M Buy
284,898
+2,500
+0.9% +$52.2K 4.16% 9
2022
Q1 		$5.95M Buy
282,398
+10,550
+4% +$226K 3.61% 11
2021
Q4 		$5.93M Buy
271,848
+4,698
+2% +$103K 3.53% 11
2021
Q3 		$5.91M Buy
267,150
+2,225
+0.8% +$49.3K 3.77% 10
2021
Q2 		$5.88M Buy
264,925
+14,520
+6% +$323K 3.71% 10
2021
Q1 		$5.55M Buy
250,405
+24,775
+11% +$552K 3.77% 11
2020
Q4 		$5.05M Buy
+225,630
New +$5.02M 3.67% 10

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Goepper Burkhardt's BSCO Position: Q4 2024 in Review

Goepper Burkhardt sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 138,825 shares — an estimated $2.93M sold.

Goepper Burkhardt first reported a position in BSCO in Q4 2020 and held it in 16 quarters. The position peaked at $5.95M in Q1 2022. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Goepper Burkhardt reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Goepper Burkhardt sold 138,825 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $2.93M.
  • Goepper Burkhardt first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2020 and held it in 16 quarters.
  • Goepper Burkhardt's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $5.95M in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Goepper Burkhardt's 13F filing for Q4 2024, filed 12 Feb 2025.