Ownership history in Goepper Burkhardt LLC · 9 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 (BSCV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 495,453 | +95,153 | +23.8% | 2.70% | $8.3M | $16.57 |
| 2025 Q3 | ADDED | 400,300 | +94,700 | +31.0% | 2.28% | $6.7M | $16.37 |
| 2025 Q2 | ADDED | 305,600 | +157,500 | +106.3% | 1.86% | $5.1M | $16.03 |
| 2025 Q1 | ADDED | 148,100 | +50,400 | +51.6% | 0.97% | $2.4M | $15.62 |
| 2024 Q4 | ADDED | 97,700 | +55,400 | +131.0% | 0.64% | $1.6M | $15.20 |
| 2024 Q3 | ADDED | 42,300 | +14,300 | +51.1% | 0.29% | $705K | $15.60 |
| 2024 Q2 | UNCHANGED | 28,000 | — | 0% | 0.20% | $447K | $14.74 |
| 2024 Q1 | ADDED | 28,000 | +11,700 | +71.8% | 0.21% | $444K | $14.71 |
| 2023 Q4 | INITIATED | 16,300 | — | — | 0.13% | $262K | — |
As of 2025 Q4 — sorted by position size