Ownership history in BCS Wealth Management · 12 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 (BSJP). 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 Q3 | REDUCED | 30,301 | -2,565 | -7.8% | 0.16% | $699K | $22.88 |
| 2025 Q2 | REDUCED | 32,866 | -1,963 | -5.6% | 0.16% | $758K | $22.64 |
| 2025 Q1 | ADDED | 34,829 | +725 | +2.1% | 0.21% | $803K | $22.35 |
| 2024 Q4 | ADDED | 34,104 | +9,078 | +36.3% | 0.20% | $787K | $22.06 |
| 2024 Q3 | ADDED | 25,026 | +2,388 | +10.5% | 0.25% | $579K | $21.77 |
| 2024 Q2 | ADDED | 22,638 | +1,032 | +4.8% | 0.25% | $519K | $21.23 |
| 2024 Q1 | UNCHANGED | 21,606 | — | 0% | 0.16% | $496K | $20.97 |
| 2023 Q4 | ADDED | 21,606 | +339 | +1.6% | 0.18% | $491K | $20.41 |
| 2023 Q3 | ADDED | 21,267 | +9,106 | +74.9% | 0.20% | $478K | $19.74 |
| 2023 Q2 | REDUCED | 12,161 | -914 | -7.0% | 0.20% | $274K | $19.45 |