BSCT — 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 (BSCT). 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
1.43% (2024 Q3)
Avg. % of fund
0.86%
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 546,592 +295,928 +118.1% 1.04% $10.3M $18.70
2025 Q3 REDUCED 250,664 -14,466 -5.5% 1.06% $4.7M $18.47
2025 Q2 ADDED 265,130 +24,616 +10.2% 1.07% $5.0M $18.14
2025 Q1 ADDED 240,514 +5,015 +2.1% 1.15% $4.5M $17.77
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BSCT price (monthly, adj. close)

Other funds also holding BSCT

As of 2025 Q4 — sorted by position size

MANCHESTER FINANCIAL INC 3Y 7Y 7.91% GPM Growth Investors, Inc. 3Y 5.24% TLWM 3Y 7Y 5.05% Goepper Burkhardt LLC 3Y 3.86% GILL CAPITAL PARTNERS, LLC 3Y 3.76% CENTRAL VALLEY ADVISORS, LLC 3.0% Straight Path Wealth Management 3Y 2.77% Horizons Wealth Management 3Y 2.69% Capital Investment Counsel, LLC 2.67% KIRR MARBACH & CO LLC /IN/ 3Y 7Y 2.35%
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