BSJS — INVESCO EXCH TRD SLF IDX FD

Ownership history in Axim Planning & Wealth  ·  2 quarters on record

This page tracks every 13F SEC filing in which Axim Planning & Wealth reported a position in INVESCO EXCH TRD SLF IDX FD (BSJS). 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.

Peak position
0.75% (2025 Q4)
Avg. % of fund
0.62%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 32,511 +4,857 +17.6% 0.75% $715K $21.78
2025 Q3 INITIATED 27,654 — — 0.48% $611K $21.52
% of Fund (quarterly)    BSJS price (monthly, adj. close)

Other funds also holding BSJS

As of 2025 Q4 — sorted by position size

GPM Growth Investors, Inc. 3Y 2.17% ROVIN CAPITAL /UT/ /ADV 3Y 1.83% HOWARD WEALTH MANAGEMENT, LLC 3Y 1.65% SFE Investment Counsel 3Y 7Y 1.28% Oder Investment Management, LLC 3Y 1.24% Pacific Wealth Strategies Group, Inc. 3Y 7Y 1.16% Turning Point Benefit Group, Inc. 0.83% Strait & Sound Wealth Management LLC 3Y 0.69% Sound Stewardship, LLC 0.63% Leo Wealth, LLC 0.61%
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