Ownership history in Goepper Burkhardt LLC · 13 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 (BSCS). 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 | 578,105 | +60,036 | +11.6% | 3.88% | $11.9M | $20.38 |
| 2025 Q3 | ADDED | 518,069 | +13,133 | +2.6% | 3.63% | $10.7M | $20.13 |
| 2025 Q2 | ADDED | 504,936 | +25,736 | +5.4% | 3.81% | $10.3M | $19.82 |
| 2025 Q1 | ADDED | 479,200 | +27,650 | +6.1% | 3.90% | $9.8M | $19.46 |
| 2024 Q4 | ADDED | 451,550 | +84,520 | +23.0% | 3.69% | $9.1M | $19.04 |
| 2024 Q3 | ADDED | 367,030 | +59,855 | +19.5% | 3.11% | $7.5M | $19.23 |
| 2024 Q2 | ADDED | 307,175 | +8,625 | +2.9% | 2.77% | $6.1M | $18.44 |
| 2024 Q1 | ADDED | 298,550 | +30,550 | +11.4% | 2.77% | $5.9M | $18.33 |
| 2023 Q4 | ADDED | 268,000 | +81,950 | +44.0% | 2.68% | $5.4M | $18.33 |
| 2023 Q3 | ADDED | 186,050 | +75,150 | +67.8% | 2.20% | $3.6M | $17.31 |
As of 2025 Q4 — sorted by position size