Ownership history in BCS Wealth Management · 14 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 (BSCQ). 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 | 1,097,996 | +534,928 | +95.0% | 2.17% | $21.5M | $19.44 |
| 2025 Q3 | REDUCED | 563,068 | -29,355 | -5.0% | 2.48% | $11.0M | $19.23 |
| 2025 Q2 | ADDED | 592,423 | +16,225 | +2.8% | 2.49% | $11.6M | $18.99 |
| 2025 Q1 | REDUCED | 576,198 | -7,618 | -1.3% | 2.89% | $11.2M | $18.75 |
| 2024 Q4 | ADDED | 583,816 | +30,917 | +5.6% | 2.82% | $11.3M | $18.51 |
| 2024 Q3 | ADDED | 552,899 | +78,224 | +16.5% | 4.60% | $10.8M | $18.44 |
| 2024 Q2 | ADDED | 474,675 | +37,403 | +8.6% | 4.43% | $9.1M | $17.88 |
| 2024 Q1 | ADDED | 437,272 | +27,421 | +6.7% | 2.69% | $8.4M | $17.73 |
| 2023 Q4 | ADDED | 409,851 | +82,662 | +25.3% | 2.91% | $7.9M | $17.65 |
| 2023 Q3 | ADDED | 327,189 | +22,248 | +7.3% | 2.56% | $6.1M | $17.02 |
As of 2025 Q4 — sorted by position size