BSCT — 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 (BSCT). 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
1.71% (2025 Q4)
Avg. % of fund
1.19%
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 390,874 +295,261 +308.8% 1.71% $7.4M $18.70
2025 Q1 INITIATED 95,613 — — 0.67% $1.8M $17.77
% of Fund (quarterly)    BSCT price (monthly, adj. close)

Other funds also holding BSCT

As of 2025 Q4 — sorted by position size

MANCHESTER FINANCIAL INC 3Y 7Y 7.91% GPM Growth Investors, Inc. 3Y 5.24% TLWM 3Y 7Y 5.05% Goepper Burkhardt LLC 3Y 3.86% GILL CAPITAL PARTNERS, LLC 3Y 3.76% CENTRAL VALLEY ADVISORS, LLC 3.0% Straight Path Wealth Management 3Y 2.77% Horizons Wealth Management 3Y 2.69% Capital Investment Counsel, LLC 2.67% KIRR MARBACH & CO LLC /IN/ 3Y 7Y 2.35%
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