BSCS β€” INVESCO EXCH TRD SLF IDX FD

Ownership history in CENTRAL VALLEY ADVISORS, LLC  Β·  5 quarters on record

AI Ownership Summary

CENTRAL VALLEY ADVISORS, LLC reported INVESCO EXCH TRD SLF IDX FD (BSCS) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 3.38% in 2025 Q1. The latest visible filing shows BSCS at 3.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BSCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CENTRAL VALLEY ADVISORS, LLC's position in INVESCO EXCH TRD SLF IDX FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BSCS was reported at 3.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.38% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CENTRAL VALLEY ADVISORS, LLC held BSCS β€” position size vs. price
% of Fund (quarterly)    BSCS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 493,899 +23,200 +4.9% 3.04% $10.2M 2026-02-14 (Est.) $20.51
2025 Q3 ADDED 470,699 +5,270 +1.1% 3.00% $9.7M 2025-10-09 $20.14
2025 Q2 ADDED 465,429 +27,384 +6.3% 3.25% $9.5M 2025-07-09 $19.80
2025 Q1 ADDED 438,045 +415,744 +1864.2% 3.38% $8.9M 2025-04-15 $19.40
2024 Q4 INITIATED 22,301 β€” β€” 0.20% $449K 2025-01-15 $19.06

FAQ About CENTRAL VALLEY ADVISORS, LLC and BSCS

These are the practical questions this page is built to answer before you even open the full history table.

How long has CENTRAL VALLEY ADVISORS, LLC reported owning BSCS?

CENTRAL VALLEY ADVISORS, LLC reported BSCS across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported BSCS position in CENTRAL VALLEY ADVISORS, LLC's portfolio?

The largest reported portfolio weight for BSCS was 3.38% in 2025 Q1.

What is the latest reported BSCS position on this page?

The most recent filing on this page is 2025 Q4, when CENTRAL VALLEY ADVISORS, LLC reported 493,899 shares, equal to 3.04% of portfolio, with an estimated market value of $10.2M.

What does the chart on this BSCS ownership page compare?

The chart compares CENTRAL VALLEY ADVISORS, LLC's quarterly BSCS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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