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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
Q2 		$13.2M Buy
673,502
+32,625
+5% +$641K 3.97% 8
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Goepper Burkhardt's BSCR Position: Q2 2026 in Review

Goepper Burkhardt increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 5.1% in Q2 2026, buying an estimated $641K and bringing the position to 673,502 shares worth $13.2M. The position accounts for 3.97% of the portfolio, ranked #8.

Goepper Burkhardt first reported a position in BSCR in Q4 2020 and has held it in 23 quarters since. 405 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Goepper Burkhardt held 673,502 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $13.2M as of Q2 2026.
  • Goepper Burkhardt bought 32,625 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $641K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 3.97% of Goepper Burkhardt's portfolio in Q2 2026, its #8 holding.
  • Goepper Burkhardt first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 405 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.