Goepper Burkhardt’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Goepper Burkhardt’s Portfolio BSCS Stock Details BSCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.7M	Buy	620,564 +42,459	+7%	+$873K	4.23%	6
2025 Q4	$11.9M	Buy	578,105 +60,036	+12%	+$1.24M	3.88%	6
2025 Q3	$10.7M	Buy	518,069 +13,133	+3%	+$270K	3.63%	6
2025 Q2	$10.3M	Buy	504,936 +25,736	+5%	+$524K	3.81%	6
2025 Q1	$9.75M	Buy	479,200 +27,650	+6%	+$560K	3.9%	6
2024 Q4	$9.09M	Buy	451,550 +84,520	+23%	+$1.71M	3.69%	10
2024 Q3	$7.55M	Buy	367,030 +59,855	+19%	+$1.22M	3.11%	11
2024 Q2	$6.13M	Buy	307,175 +8,625	+3%	+$172K	2.77%	13
2024 Q1	$5.94M	Buy	298,550 +30,550	+11%	+$614K	2.77%	12
2023 Q4	$5.38M	Buy	268,000 +81,950	+44%	+$1.61M	2.68%	13
2023 Q3	$3.6M	Buy	186,050 +75,150	+68%	+$1.48M	2.2%	15
2023 Q2	$2.19M	Buy	110,900 +18,100	+20%	+$361K	1.32%	16
2023 Q1	$1.86M	Buy	92,800 +38,900	+72%	+$774K	1.22%	16
2022 Q4	$1.06M	Buy	+53,900	New	+$1.05M	0.74%	23

Other funds holding BSCS

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Goepper Burkhardt's BSCS Position: Q1 2026 in Review

Goepper Burkhardt increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 7.3% in Q1 2026, buying an estimated $873K and bringing the position to 620,564 shares worth $12.7M. The position accounts for 4.23% of the portfolio, ranked #6.

Goepper Burkhardt first reported a position in BSCS in Q4 2022 and has held it in 14 quarters since. 389 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

Goepper Burkhardt held 620,564 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $12.7M as of Q1 2026.
Goepper Burkhardt bought 42,459 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $873K.
Invesco BulletShares 2028 Corporate Bond ETF made up 4.23% of Goepper Burkhardt's portfolio in Q1 2026, its #6 holding.
Goepper Burkhardt first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
389 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

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