Ownership history in Goepper Burkhardt LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which Goepper Burkhardt LLC reported a position in INVESCO EXCH TRD SLF IDX FD (BSCQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Goepper Burkhardt LLC underperformed the S&P 500 by β13.6% annually on this BSCQ position. Timing score: 68% (13/19 decisions correct). Average cost basis: $17.96. Maximum drawdown during holding period: β11.9%.
β Significantly underperformed the S&P 500 by 13.6% ann.
20 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
13 of 19 add/trim decisions correct
Best entry: $16.26 (2022 Q3) Β· Worst: $19.38 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
18 adds Β· 2 trims. Bought during 5 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.54% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size