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 (BSCT). 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 | 546,592 | +295,928 | +118.1% | 1.04% | $10.3M | $18.70 |
| 2025 Q3 | REDUCED | 250,664 | -14,466 | -5.5% | 1.06% | $4.7M | $18.47 |
| 2025 Q2 | ADDED | 265,130 | +24,616 | +10.2% | 1.07% | $5.0M | $18.14 |
| 2025 Q1 | ADDED | 240,514 | +5,015 | +2.1% | 1.15% | $4.5M | $17.77 |
| 2024 Q4 | ADDED | 235,499 | +57,338 | +32.2% | 1.07% | $4.3M | $17.39 |
| 2024 Q3 | ADDED | 178,161 | +61,351 | +52.5% | 1.43% | $3.4M | $17.64 |
| 2024 Q2 | ADDED | 116,810 | +42,934 | +58.1% | 1.03% | $2.1M | $16.83 |
| 2024 Q1 | ADDED | 73,876 | +35,714 | +93.6% | 0.43% | $1.4M | $16.76 |
| 2023 Q4 | ADDED | 38,162 | +28,117 | +279.9% | 0.26% | $708K | $16.81 |
| 2023 Q1 | INITIATED | 10,045 | — | — | 0.08% | $184K | $16.07 |
As of 2025 Q4 — sorted by position size