Ownership history in BCS Wealth Management · 9 quarters on record
This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in INVESCO EXCHNG TRAD SLF INDE (BSCW). 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 | 494,136 | +258,987 | +110.1% | 1.04% | $10.3M | $20.72 |
| 2025 Q3 | REDUCED | 235,149 | -2,569 | -1.1% | 1.11% | $4.9M | $20.48 |
| 2025 Q2 | ADDED | 237,718 | +12,999 | +5.8% | 1.05% | $4.9M | $19.96 |
| 2025 Q1 | ADDED | 224,719 | +17,115 | +8.2% | 1.18% | $4.6M | $19.48 |
| 2024 Q4 | ADDED | 207,604 | +12,647 | +6.5% | 1.04% | $4.2M | $19.01 |
| 2024 Q3 | ADDED | 194,957 | +54,277 | +38.6% | 1.74% | $4.1M | $19.57 |
| 2024 Q2 | ADDED | 140,680 | +61,719 | +78.2% | 1.37% | $2.8M | $18.45 |
| 2024 Q1 | ADDED | 78,961 | +17,712 | +28.9% | 0.51% | $1.6M | $18.42 |
| 2023 Q4 | INITIATED | 61,249 | — | — | 0.47% | $1.3M | — |
As of 2025 Q4 — sorted by position size