BSCV — INVESCO EXCH TRD SLF IDX FD

Ownership history in BCS Wealth Management  ·  11 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 (BSCV). 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
1.6% (2024 Q3)
Avg. % of fund
0.86%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 620,872 +334,466 +116.8% 1.05% $10.4M $16.57
2025 Q3 REDUCED 286,406 -4,404 -1.5% 1.08% $4.8M $16.37
2025 Q2 ADDED 290,810 +21,601 +8.0% 1.03% $4.8M $16.03
2025 Q1 ADDED 269,209 +16,470 +6.5% 1.13% $4.4M $15.62
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BSCV price (monthly, adj. close)

Other funds also holding BSCV

As of 2025 Q4 — sorted by position size

Waycross Investment Management Co 3Y 5.64% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 3.09% Capital Investment Counsel, LLC 2.98% CENTRAL VALLEY ADVISORS, LLC 2.78% Goepper Burkhardt LLC 3Y 2.7% AMJ Financial Wealth Management 3Y 2.45% Horizons Wealth Management 3Y 2.37% Carmel Capital Partners, LLC 3Y 2.13% MONECO ADVISORS, LLC 3Y 7Y 1.81% KIRR MARBACH & CO LLC /IN/ 3Y 7Y 1.49%
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