BSCQ — INVESCO EXCH TRD SLF IDX FD

Ownership history in Cornerstone Planning, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Planning, LLC reported a position in INVESCO EXCH TRD SLF IDX FD (BSCQ). 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
3.43% (2025 Q4)
Avg. % of fund
2.42%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 754,394 +564,979 +298.3% 3.43% $14.8M $19.44
2025 Q1 INITIATED 189,415 — — 1.41% $3.7M $18.75
% of Fund (quarterly)    BSCQ price (monthly, adj. close)

Other funds also holding BSCQ

As of 2025 Q4 — sorted by position size

IFS Advisors, LLC 3Y 7.63% St. Louis Financial Planners Asset Management, LLC 3Y 7.33% WLTH Capital Management, LLC 6.16% Hudson Capital Management LLC 3Y 7Y 6.14% Ironwood Wealth Management, LLC. 3Y 7Y 6.08% TLWM 3Y 7Y 5.65% Red Spruce Capital, LLC 3Y 4.11% Sound Stewardship, LLC 3.93% KIRR MARBACH & CO LLC /IN/ 3Y 7Y 3.83% Goepper Burkhardt LLC 3Y 3.54%
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