Goepper Burkhardt’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Goepper Burkhardt’s Portfolio BSCV Stock Details BSCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.51M	Buy	516,873 +21,420	+4%	+$357K	2.84%	12
2025 Q4	$8.27M	Buy	495,453 +95,153	+24%	+$1.59M	2.7%	12
2025 Q3	$6.68M	Buy	400,300 +94,700	+31%	+$1.57M	2.28%	14
2025 Q2	$5.05M	Buy	305,600 +157,500	+106%	+$2.56M	1.86%	17
2025 Q1	$2.42M	Buy	148,100 +50,400	+52%	+$815K	0.97%	21
2024 Q4	$1.57M	Buy	97,700 +55,400	+131%	+$903K	0.64%	25
2024 Q3	$705K	Buy	42,300 +14,300	+51%	+$235K	0.29%	41
2024 Q2	$447K	Hold	28,000	–	–	0.2%	52
2024 Q1	$445K	Buy	28,000 +11,700	+72%	+$189K	0.21%	51
2023 Q4	$262K	Buy	+16,300	New	+$253K	0.13%	65

Other funds holding BSCV

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AWM

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goepper Burkhardt's BSCV Position: Q1 2026 in Review

Goepper Burkhardt increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 4.3% in Q1 2026, buying an estimated $357K and bringing the position to 516,873 shares worth $8.51M. The position accounts for 2.84% of the portfolio, ranked #12.

Goepper Burkhardt first reported a position in BSCV in Q4 2023 and has held it in 10 quarters since. 213 funds tracked by Wall St. Rank hold BSCV as of Q1 2026.

Goepper Burkhardt held 516,873 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $8.51M as of Q1 2026.
Goepper Burkhardt bought 21,420 Invesco BulletShares 2031 Corporate Bond ETF shares in Q1 2026, an estimated $357K.
Invesco BulletShares 2031 Corporate Bond ETF made up 2.84% of Goepper Burkhardt's portfolio in Q1 2026, its #12 holding.
Goepper Burkhardt first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
213 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2026.

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