Ownership history in BCS Wealth Management · 6 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 (BSCY). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 666,220 | +368,933 | +124.1% | 1.41% | $14.0M | $20.86 |
| 2025 Q3 | ADDED | 297,287 | +19,157 | +6.9% | 1.41% | $6.2M | $20.62 |
| 2025 Q2 | ADDED | 278,130 | +24,451 | +9.6% | 1.24% | $5.8M | $20.09 |
| 2025 Q1 | ADDED | 253,679 | +35,889 | +16.5% | 1.34% | $5.2M | $19.58 |
| 2024 Q4 | ADDED | 217,790 | +153,463 | +238.6% | 1.10% | $4.4M | $19.10 |
| 2024 Q3 | INITIATED | 64,327 | — | — | 0.58% | $1.4M | $19.73 |
As of 2025 Q4 — sorted by position size