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 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 $1.66T AUM 25.57% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Goepper Burkhardt's BSCT Position: Q1 2026 in Review

Goepper Burkhardt increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 5.7% in Q1 2026, buying an estimated $669K and bringing the position to 663,826 shares worth $12.4M. The position accounts for 4.14% of the portfolio, ranked #8.

Goepper Burkhardt first reported a position in BSCT in Q1 2023 and has held it in 13 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Goepper Burkhardt held 663,826 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $12.4M as of Q1 2026.
Goepper Burkhardt bought 35,584 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $669K.
Invesco BulletShares 2029 Corporate Bond ETF made up 4.14% of Goepper Burkhardt's portfolio in Q1 2026, its #8 holding.
Goepper Burkhardt first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

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