GB
BSCW icon

Goepper Burkhardt’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Goepper Burkhardt’s Portfolio BSCW Stock Details BSCW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.83M Buy
283,072
+13,772
+5% +$287K 1.95% 15
2025
Q4 		$5.62M Buy
269,300
+197,776
+277% +$4.14M 1.83% 16
2025
Q3 		$1.49M Buy
+71,524
New +$1.48M 0.51% 26

Other funds holding BSCW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Goepper Burkhardt's BSCW Position: Q1 2026 in Review

Goepper Burkhardt increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 5.1% in Q1 2026, buying an estimated $287K and bringing the position to 283,072 shares worth $5.83M. The position accounts for 1.95% of the portfolio, ranked #15.

Goepper Burkhardt first reported a position in BSCW in Q3 2025 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold BSCW as of Q1 2026.

  • Goepper Burkhardt held 283,072 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $5.83M as of Q1 2026.
  • Goepper Burkhardt bought 13,772 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2026, an estimated $287K.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 1.95% of Goepper Burkhardt's portfolio in Q1 2026, its #15 holding.
  • Goepper Burkhardt first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2026.

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