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Goepper Burkhardt’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Goepper Burkhardt’s Portfolio BSCU Stock Details BSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.3M Buy
617,619
+34,301
+6% +$579K 3.45% 10
2025
Q4 		$9.87M Buy
583,318
+64,662
+12% +$1.09M 3.22% 11
2025
Q3 		$8.77M Buy
518,656
+52,133
+11% +$878K 2.99% 12
2025
Q2 		$7.83M Buy
466,523
+76,373
+20% +$1.27M 2.88% 13
2025
Q1 		$6.47M Buy
390,150
+45,550
+13% +$750K 2.59% 13
2024
Q4 		$5.64M Buy
344,600
+123,500
+56% +$2.05M 2.29% 15
2024
Q3 		$3.75M Buy
221,100
+29,500
+15% +$493K 1.55% 19
2024
Q2 		$3.12M Buy
191,600
+3,900
+2% +$63.2K 1.41% 20
2024
Q1 		$3.04M Buy
187,700
+55,150
+42% +$905K 1.41% 19
2023
Q4 		$2.17M Buy
132,550
+117,750
+796% +$1.87M 1.08% 19
2023
Q3 		$231K Buy
+14,800
New +$236K 0.14% 62

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goepper Burkhardt's BSCU Position: Q1 2026 in Review

Goepper Burkhardt increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 5.9% in Q1 2026, buying an estimated $579K and bringing the position to 617,619 shares worth $10.3M. The position accounts for 3.45% of the portfolio, ranked #10.

Goepper Burkhardt first reported a position in BSCU in Q3 2023 and has held it in 11 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Goepper Burkhardt held 617,619 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $10.3M as of Q1 2026.
  • Goepper Burkhardt bought 34,301 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $579K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 3.45% of Goepper Burkhardt's portfolio in Q1 2026, its #10 holding.
  • Goepper Burkhardt first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

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