Ownership history in Goepper Burkhardt LLC Β· 10 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 (BSCU). 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 β14.5% annually on this BSCU position. Timing score: 75% (6/8 decisions correct). Average cost basis: $15.70. Maximum drawdown during holding period: β2.3%.
β Significantly underperformed the S&P 500 by 14.5% ann.
8 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
6 of 8 add/trim decisions correct
Best entry: $14.93 (2024 Q1) Β· Worst: $16.73 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Goepper Burkhardt LLC has been actively increasing its BSCU allocation β a bullish signal from insiders.
Currently 3.22% 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