Ownership history in BCS Wealth Management · 10 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 (BSCS). 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 | 662,496 | +361,168 | +119.9% | 1.38% | $13.6M | $20.45 |
| 2025 Q3 | REDUCED | 301,328 | -13,722 | -4.4% | 1.40% | $6.2M | $20.20 |
| 2025 Q2 | ADDED | 315,050 | +23,651 | +8.1% | 1.39% | $6.5M | $19.89 |
| 2025 Q1 | ADDED | 291,399 | +5,790 | +2.0% | 1.52% | $5.9M | $19.53 |
| 2024 Q4 | ADDED | 285,609 | +46,064 | +19.2% | 1.43% | $5.7M | $19.11 |
| 2024 Q3 | ADDED | 239,545 | +73,589 | +44.3% | 2.09% | $4.9M | $19.30 |
| 2024 Q2 | ADDED | 165,956 | +45,737 | +38.0% | 1.61% | $3.3M | $18.51 |
| 2024 Q1 | ADDED | 120,219 | +49,429 | +69.8% | 0.77% | $2.4M | $18.40 |
| 2023 Q4 | ADDED | 70,790 | +58,743 | +487.6% | 0.53% | $1.4M | $18.40 |
| 2023 Q1 | INITIATED | 12,047 | — | — | 0.11% | $242K | $17.65 |
As of 2025 Q4 — sorted by position size