Goepper Burkhardt’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Goepper Burkhardt’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.6M	Buy	640,877 +62,582	+11%	+$1.23M	4.2%	7
2025 Q4	$11.4M	Buy	578,295 +64,102	+12%	+$1.26M	3.72%	8
2025 Q3	$10.1M	Buy	514,193 +1,666	+0.3%	+$32.8K	3.45%	9
2025 Q2	$10.1M	Buy	512,527 +22,727	+5%	+$445K	3.71%	7
2025 Q1	$9.6M	Buy	489,800 +21,400	+5%	+$418K	3.84%	8
2024 Q4	$9.12M	Buy	468,400 +65,425	+16%	+$1.28M	3.71%	9
2024 Q3	$7.95M	Buy	402,975 +81,775	+25%	+$1.6M	3.28%	9
2024 Q2	$6.17M	Buy	321,200 +13,300	+4%	+$255K	2.8%	12
2024 Q1	$5.91M	Buy	307,900 +33,450	+12%	+$646K	2.75%	13
2023 Q4	$5.31M	Buy	274,450 +55,715	+25%	+$1.06M	2.64%	14
2023 Q3	$4.1M	Buy	218,735 +41,135	+23%	+$779K	2.5%	13
2023 Q2	$3.38M	Buy	177,600 +19,350	+12%	+$372K	2.04%	14
2023 Q1	$3.06M	Buy	158,250 +25,900	+20%	+$496K	2%	14
2022 Q4	$2.51M	Buy	132,350 +84,391	+176%	+$1.59M	1.76%	14
2022 Q3	$893K	Buy	47,959 +4,500	+10%	+$87.3K	0.66%	23
2022 Q2	$842K	Hold	43,459	–	–	0.59%	25
2022 Q1	$878K	Buy	43,459 +1,950	+5%	+$40.5K	0.53%	24
2021 Q4	$895K	Buy	41,509 +5,009	+14%	+$108K	0.53%	25
2021 Q3	$797K	Buy	36,500 +500	+1%	+$11K	0.51%	27
2021 Q2	$789K	Hold	36,000	–	–	0.5%	28
2021 Q1	$778K	Buy	36,000 +900	+3%	+$19.9K	0.53%	27
2020 Q4	$786K	Buy	+35,100	New	+$777K	0.57%	26

Other funds holding BSCR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Goepper Burkhardt's BSCR Position: Q1 2026 in Review

Goepper Burkhardt increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 11% in Q1 2026, buying an estimated $1.23M and bringing the position to 640,877 shares worth $12.6M. The position accounts for 4.2% of the portfolio, ranked #7.

Goepper Burkhardt first reported a position in BSCR in Q4 2020 and has held it in 22 quarters since. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

Goepper Burkhardt held 640,877 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $12.6M as of Q1 2026.
Goepper Burkhardt bought 62,582 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $1.23M.
Invesco BulletShares 2027 Corporate Bond ETF made up 4.2% of Goepper Burkhardt's portfolio in Q1 2026, its #7 holding.
Goepper Burkhardt first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.