Ownership history in BCS Wealth Management · 13 quarters on record
This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in INVESCO EXCH TRD SLF IDX FD (BSCP). 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 Q3 | REDUCED | 516,791 | -44,465 | -7.9% | 2.41% | $10.7M | $20.52 |
| 2025 Q2 | REDUCED | 561,256 | -9,035 | -1.6% | 2.50% | $11.6M | $20.29 |
| 2025 Q1 | REDUCED | 570,291 | -22,277 | -3.8% | 3.03% | $11.8M | $20.08 |
| 2024 Q4 | ADDED | 592,568 | +17,533 | +3.0% | 3.04% | $12.2M | $19.84 |
| 2024 Q3 | ADDED | 575,035 | +65,656 | +12.9% | 5.05% | $11.9M | $19.64 |
| 2024 Q2 | ADDED | 509,379 | +28,726 | +6.0% | 5.07% | $10.4M | $19.25 |
| 2024 Q1 | ADDED | 480,653 | +21,854 | +4.8% | 3.15% | $9.8M | $19.04 |
| 2023 Q4 | ADDED | 458,799 | +52,139 | +12.8% | 3.46% | $9.4M | $18.89 |
| 2023 Q3 | ADDED | 406,660 | +12,580 | +3.2% | 3.40% | $8.2M | $18.40 |
| 2023 Q2 | ADDED | 394,080 | +5,109 | +1.3% | 5.79% | $7.9M | $18.25 |
As of 2025 Q4 — sorted by position size