BSCS — 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 (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
2.03% (2025 Q4)
Avg. % of fund
1.35%
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 423,997 +337,120 +388.0% 2.03% $8.7M $20.45
2025 Q1 INITIATED 86,877 — — 0.67% $1.7M $19.53
% of Fund (quarterly)    BSCS price (monthly, adj. close)

Other funds also holding BSCS

As of 2025 Q4 — sorted by position size

TLWM 3Y 7Y 5.68% GPM Growth Investors, Inc. 3Y 5.32% TruWealth Advisors, LLC 3Y 4.51% Sound Stewardship, LLC 3.96% MANCHESTER FINANCIAL INC 3Y 7Y 3.9% Goepper Burkhardt LLC 3Y 3.88% Fusion Family Wealth, LLC 3Y 7Y 3.27% CENTRAL VALLEY ADVISORS, LLC 3.04% Straight Path Wealth Management 3Y 2.84% Horizons Wealth Management 3Y 2.6%
← Back to Cornerstone Planning, LLC Holdings