BSCS — INVESCO EXCH TRD SLF IDX FD

Ownership history in BCS Wealth Management  ·  10 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 (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.

Peak position
2.09% (2024 Q3)
Avg. % of fund
1.22%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 662,496 +361,168 +119.9% 1.38% $13.6M $20.45
2025 Q3 REDUCED 301,328 -13,722 -4.4% 1.40% $6.2M $20.20
2025 Q2 ADDED 315,050 +23,651 +8.1% 1.39% $6.5M $19.89
2025 Q1 ADDED 291,399 +5,790 +2.0% 1.52% $5.9M $19.53
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BSCS price (monthly, adj. close)

Other funds also holding BSCS

As of 2025 Q4 — sorted by position size

TLWM 3Y 7Y 5.68% GPM Growth Investors, Inc. 3Y 5.32% TruWealth Advisors, LLC 3Y 4.51% Sound Stewardship, LLC 3.96% MANCHESTER FINANCIAL INC 3Y 7Y 3.9% Goepper Burkhardt LLC 3Y 3.88% Fusion Family Wealth, LLC 3Y 7Y 3.27% CENTRAL VALLEY ADVISORS, LLC 3.04% Straight Path Wealth Management 3Y 2.84% Horizons Wealth Management 3Y 2.6%
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