BSCS INVESCO EXCH TRD SLF IDX FD

Ownership history in Blue Barn Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Blue Barn Wealth, LLC 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.

Peak position
0.94% (2025 Q1)
Avg. % of fund
0.74%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 93,329 +2,767 +3.1% 0.84% $1.9M $20.20
2025 Q2 ADDED 90,562 +2,364 +2.7% 0.87% $1.9M $19.89
2025 Q1 ADDED 88,198 +10,847 +14.0% 0.94% $1.8M $19.53
2024 Q4 ADDED 77,351 +16,771 +27.7% 0.82% $1.6M $19.11
2024 Q3 ADDED 60,580 +1,207 +2.0% 0.64% $1.2M $19.30
2024 Q2 ADDED 59,373 +3,773 +6.8% 0.66% $1.2M $18.51
2024 Q1 ADDED 55,600 +9,070 +19.5% 0.62% $1.1M $18.40
2023 Q4 INITIATED 46,530 0.56% $944K
% of Fund (quarterly)    BSCS price (monthly, adj. close)
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