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 Q2	$11.5M	Buy	693,597 +75,978	+12%	+$1.27M	3.47%	9
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 New York $1.89T AUM 35.08% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

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

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

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

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Goepper Burkhardt's BSCU Position: Q2 2026 in Review

Goepper Burkhardt increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 12% in Q2 2026, buying an estimated $1.27M and bringing the position to 693,597 shares worth $11.5M. The position accounts for 3.47% of the portfolio, ranked #9.

Goepper Burkhardt first reported a position in BSCU in Q3 2023 and has held it in 12 quarters since. 310 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Goepper Burkhardt held 693,597 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $11.5M as of Q2 2026.
Goepper Burkhardt bought 75,978 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $1.27M.
Invesco BulletShares 2030 Corporate Bond ETF made up 3.47% of Goepper Burkhardt's portfolio in Q2 2026, its #9 holding.
Goepper Burkhardt first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
310 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

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