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 Q2	$9.64M	Buy	588,199 +71,326	+14%	+$1.17M	2.89%	12
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 $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

AUB

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

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

AWM

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

HCM

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

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

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

Goepper Burkhardt's BSCV Position: Q2 2026 in Review

Goepper Burkhardt increased its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 14% in Q2 2026, buying an estimated $1.17M and bringing the position to 588,199 shares worth $9.64M. The position accounts for 2.89% of the portfolio, ranked #12.

Goepper Burkhardt first reported a position in BSCV in Q4 2023 and has held it in 11 quarters since. 222 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Goepper Burkhardt held 588,199 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $9.64M as of Q2 2026.
Goepper Burkhardt bought 71,326 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $1.17M.
Invesco BulletShares 2031 Corporate Bond ETF made up 2.89% of Goepper Burkhardt's portfolio in Q2 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 11 quarters since.
222 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

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