Number of Shares
489,800.00
Current Holdings Value*
$9.60 Mil
% of Portfolio
3.84%
Total Estimate Gain
$99,132.62
% of Total Estimate Gain
1.04%

Goepper Burkhardt LLC's Invesco BulletShares 2027 Corporate Bond ETF Holding Summary

As of 2025-03-31, Goepper Burkhardt LLC held 489,800.00 shares of Invesco BulletShares 2027 Corporate Bond ETF(BSCR), totaling $9.60 Mil. This investment constitutes 3.84% of their stock portfolio, and Goepper Burkhardt LLC now holds 0.28% of the outstanding Invesco BulletShares 2027 Corporate Bond ETF(BSCR) stock.

The initial trade took place in 2021Q3. And since then Goepper Burkhardt LLC has made 14 purchases of BSCR, at an average price of $19.41, for a total of 489,800.00 shares. Based on historical transaction data and BSCR's current price of $19.61, Goepper Burkhardt LLC's estimated gain on his BSCR holdings is $99,132.62, reflecting a 1.04% gain to date.

Goepper Burkhardt LLC BSCR ($19.61) Holding Chart

Goepper Burkhardt LLC BSCR ($19.61) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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