BSCX — INVESCO EXCHNG TRAD SLF INDE

Ownership history in BCS Wealth Management  ·  8 quarters on record

This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in INVESCO EXCHNG TRAD SLF INDE (BSCX). 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
3.08% (2024 Q3)
Avg. % of fund
1.94%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 874,173 +441,672 +102.1% 1.89% $18.8M $21.29
2025 Q3 REDUCED 432,501 -4,661 -1.1% 2.09% $9.3M $21.05
2025 Q2 ADDED 437,162 +18,821 +4.5% 1.99% $9.3M $20.53
2025 Q1 ADDED 418,341 +9,517 +2.3% 2.25% $8.7M $19.97
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BSCX price (monthly, adj. close)

Other funds also holding BSCX

As of 2025 Q4 — sorted by position size

Addison Advisors LLC 3Y 1.21% Motley Fool Wealth Management, LLC 3Y 7Y 1.11% Aptus Capital Advisors, LLC 3Y 7Y 1.06% Clearstead Advisors, LLC 3Y 7Y 0.66% NOTTINGHAM ADVISORS, INC. 3Y 7Y 0.57% AA Financial Advisors, LLC 0.49% COOKSON PEIRCE & CO INC 3Y 7Y 0.44% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 0.36% Asset Dedication, LLC 3Y 7Y 0.32% G2 CAPITAL MANAGEMENT, LLC / OH 3Y 0.31%
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