Number of Shares
479,200.00
Current Holdings Value*
$9.75 Mil
% of Portfolio
3.9%
Total Estimate Gain
$263,836.35
% of Total Estimate Gain
2.77%

Goepper Burkhardt LLC's Invesco BulletShares 2028 Corporate Bond ETF Holding Summary

As of 2025-03-31, Goepper Burkhardt LLC held 479,200.00 shares of Invesco BulletShares 2028 Corporate Bond ETF(BSCS), totaling $9.75 Mil. This investment constitutes 3.9% of their stock portfolio, and Goepper Burkhardt LLC now holds 0.38% of the outstanding Invesco BulletShares 2028 Corporate Bond ETF(BSCS) stock.

The initial trade took place in 2022Q4. And since then Goepper Burkhardt LLC has made 10 purchases of BSCS, at an average price of $19.88, for a total of 479,200.00 shares. Based on historical transaction data and BSCS's current price of $20.43, Goepper Burkhardt LLC's estimated gain on his BSCS holdings is $263,836.35, reflecting a 2.77% gain to date.

Goepper Burkhardt LLC BSCS ($20.43) Holding Chart

Goepper Burkhardt LLC BSCS ($20.43) 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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