Goepper Burkhardt’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Goepper Burkhardt’s Portfolio BSCT Stock Details BSCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.8M	Buy	743,819 +79,993	+12%	+$1.49M	4.15%	6
2026 Q1	$12.4M	Buy	663,826 +35,584	+6%	+$669K	4.14%	8
2025 Q4	$11.8M	Buy	628,242 +64,520	+11%	+$1.22M	3.86%	7
2025 Q3	$10.6M	Buy	563,722 +49,798	+10%	+$934K	3.61%	7
2025 Q2	$9.61M	Buy	513,924 +49,939	+11%	+$925K	3.54%	10
2025 Q1	$8.6M	Buy	463,985 +37,535	+9%	+$691K	3.44%	11
2024 Q4	$7.82M	Buy	426,450 +98,000	+30%	+$1.81M	3.18%	11
2024 Q3	$6.18M	Buy	328,450 +49,800	+18%	+$926K	2.55%	14
2024 Q2	$5.06M	Buy	278,650 +7,300	+3%	+$132K	2.29%	15
2024 Q1	$4.91M	Buy	271,350 +41,400	+18%	+$758K	2.29%	15
2023 Q4	$4.21M	Buy	229,950 +128,200	+126%	+$2.28M	2.1%	16
2023 Q3	$1.78M	Buy	101,750 +73,350	+258%	+$1.31M	1.09%	19
2023 Q2	$510K	Buy	28,400 +10,400	+58%	+$189K	0.31%	32
2023 Q1	$329K	Buy	+18,000	New	+$325K	0.22%	45

Other funds holding BSCT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goepper Burkhardt's BSCT Position: Q2 2026 in Review

Goepper Burkhardt increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 12% in Q2 2026, buying an estimated $1.49M and bringing the position to 743,819 shares worth $13.8M. The position accounts for 4.15% of the portfolio, ranked #6.

Goepper Burkhardt first reported a position in BSCT in Q1 2023 and has held it in 14 quarters since. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Goepper Burkhardt held 743,819 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $13.8M as of Q2 2026.
Goepper Burkhardt bought 79,993 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $1.49M.
Invesco BulletShares 2029 Corporate Bond ETF made up 4.15% of Goepper Burkhardt's portfolio in Q2 2026, its #6 holding.
Goepper Burkhardt first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

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