Goepper Burkhardt LLC BSCW β€” INVESCO EXCH TRD SLF IDX FD

Ownership history in Goepper Burkhardt LLC  Β·  2 quarters on record

AI Ownership Summary

Goepper Burkhardt LLC reported INVESCO EXCH TRD SLF IDX FD (BSCW) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 1.83% in 2025 Q4. The latest visible filing shows BSCW at 1.83% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BSCW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Goepper Burkhardt LLC's position in INVESCO EXCH TRD SLF IDX FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BSCW was reported at 1.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.83% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Goepper Burkhardt LLC held BSCW β€” position size vs. price
% of Fund (quarterly)    BSCW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 269,300 +197,776 +276.5% 1.83% $5.6M 2026-02-14 (Est.) $20.80
2025 Q3 INITIATED β€” β€” β€” 71,524 β€” β€” 0.51% $1.5M 2025-11-14 $20.33

FAQ About Goepper Burkhardt LLC and BSCW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Goepper Burkhardt LLC reported owning BSCW?

Goepper Burkhardt LLC reported BSCW across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported BSCW position in Goepper Burkhardt LLC's portfolio?

The largest reported portfolio weight for BSCW was 1.83% in 2025 Q4.

What is the latest reported BSCW position on this page?

The most recent filing on this page is 2025 Q4, when Goepper Burkhardt LLC reported 269,300 shares, equal to 1.83% of portfolio, with an estimated market value of $5.6M.

What does the chart on this BSCW ownership page compare?

The chart compares Goepper Burkhardt LLC's quarterly BSCW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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