Ownership history in BCS Wealth Management · 8 quarters on record
This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in INVESCO EXCHNG TRAD SLF INDE (BSCX). 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 | 874,173 | +441,672 | +102.1% | 1.89% | $18.8M | $21.21 |
| 2025 Q3 | REDUCED | 432,501 | -4,661 | -1.1% | 2.09% | $9.3M | $20.97 |
| 2025 Q2 | ADDED | 437,162 | +18,821 | +4.5% | 1.99% | $9.3M | $20.45 |
| 2025 Q1 | ADDED | 418,341 | +9,517 | +2.3% | 2.25% | $8.7M | $19.89 |
| 2024 Q4 | ADDED | 408,824 | +73,550 | +21.9% | 2.10% | $8.4M | $19.40 |
| 2024 Q3 | ADDED | 335,274 | +146,706 | +77.8% | 3.08% | $7.2M | $20.05 |
| 2024 Q2 | ADDED | 188,568 | +152,135 | +417.6% | 1.89% | $3.9M | $18.90 |
| 2024 Q1 | INITIATED | 36,433 | — | — | 0.24% | $760K | — |
As of 2025 Q4 — sorted by position size