Number of Shares
148,100.00
Current Holdings Value*
$2.42 Mil
% of Portfolio
0.97%
Total Estimate Gain
$42,099.00
% of Total Estimate Gain
1.76%

Goepper Burkhardt LLC's Invesco BulletShares 2031 Corporate Bond ETF Holding Summary

As of 2025-03-31, Goepper Burkhardt LLC held 148,100.00 shares of Invesco BulletShares 2031 Corporate Bond ETF(BSCV), totaling $2.42 Mil. This investment constitutes 0.97% of their stock portfolio, and Goepper Burkhardt LLC now holds 0.25% of the outstanding Invesco BulletShares 2031 Corporate Bond ETF(BSCV) stock.

The initial trade took place in 2023Q4. And since then Goepper Burkhardt LLC has made 5 purchases of BSCV, at an average price of $16.17, for a total of 148,100.00 shares. Based on historical transaction data and BSCV's current price of $16.45, Goepper Burkhardt LLC's estimated gain on his BSCV holdings is $42,099.00, reflecting a 1.76% gain to date.

Goepper Burkhardt LLC BSCV ($16.45) Holding Chart

Goepper Burkhardt LLC BSCV ($16.45) 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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