Number of Shares
390,150.00
Current Holdings Value*
$6.47 Mil
% of Portfolio
2.59%
Total Estimate Gain
$162,318.50
% of Total Estimate Gain
2.55%

Goepper Burkhardt LLC's Invesco BulletShares 2030 Corporate Bond ETF Holding Summary

As of 2025-03-31, Goepper Burkhardt LLC held 390,150.00 shares of Invesco BulletShares 2030 Corporate Bond ETF(BSCU), totaling $6.47 Mil. This investment constitutes 2.59% of their stock portfolio, and Goepper Burkhardt LLC now holds 0.42% of the outstanding Invesco BulletShares 2030 Corporate Bond ETF(BSCU) stock.

The initial trade took place in 2023Q3. And since then Goepper Burkhardt LLC has made 7 purchases of BSCU, at an average price of $16.30, for a total of 390,150.00 shares. Based on historical transaction data and BSCU's current price of $16.72, Goepper Burkhardt LLC's estimated gain on his BSCU holdings is $162,318.50, reflecting a 2.55% gain to date.

Goepper Burkhardt LLC BSCU ($16.72) Holding Chart

Goepper Burkhardt LLC BSCU ($16.72) 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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