Ownership history in Compound Planning, Inc. · 6 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in INVESCO EXCH TRD SLF IDX FD (BSJP). 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 Q3 | REDUCED | 60,835 | -8,572 | -12.4% | 0.05% | $1.4M | $22.88 |
| 2025 Q2 | REDUCED | 69,407 | -3,031 | -4.2% | 0.06% | $1.6M | $22.64 |
| 2025 Q1 | ADDED | 72,438 | +11,390 | +18.7% | 0.08% | $1.7M | $22.35 |
| 2024 Q4 | ADDED | 61,048 | +4,099 | +7.2% | 0.07% | $1.4M | $22.06 |
| 2024 Q3 | ADDED | 56,949 | +16,514 | +40.8% | 0.08% | $1.3M | $21.77 |
| 2024 Q2 | INITIATED | 40,435 | — | — | 0.07% | $926K | — |