BSCW — INVESCO EXCHNG TRAD SLF INDE

Ownership history in BCS Wealth Management  ·  9 quarters on record

This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in INVESCO EXCHNG TRAD SLF INDE (BSCW). 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
1.74% (2024 Q3)
Avg. % of fund
1.06%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 494,136 +258,987 +110.1% 1.04% $10.3M $20.72
2025 Q3 REDUCED 235,149 -2,569 -1.1% 1.11% $4.9M $20.48
2025 Q2 ADDED 237,718 +12,999 +5.8% 1.05% $4.9M $19.96
2025 Q1 ADDED 224,719 +17,115 +8.2% 1.18% $4.6M $19.48
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% of Fund (quarterly)    BSCW price (monthly, adj. close)

Other funds also holding BSCW

As of 2025 Q4 — sorted by position size

GILL CAPITAL PARTNERS, LLC 3Y 3.48% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 3.27% Goepper Burkhardt LLC 3Y 1.83% Motley Fool Wealth Management, LLC 3Y 7Y 1.82% Capital Investment Counsel, LLC 1.77% MONECO ADVISORS, LLC 3Y 7Y 1.52% Addison Advisors LLC 3Y 1.29% Aptus Capital Advisors, LLC 3Y 7Y 1.28% Legacy CG, LLC 3Y 1.12% Straight Path Wealth Management 3Y 0.89%
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