BSCU — 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 (BSCU). 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
1.68% (2025 Q4)
Avg. % of fund
1.17%
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 426,805 +319,505 +297.8% 1.68% $7.2M $16.80
2025 Q1 INITIATED 107,300 — — 0.67% $1.8M $15.90
% of Fund (quarterly)    BSCU price (monthly, adj. close)

Other funds also holding BSCU

As of 2025 Q4 — sorted by position size

Waycross Investment Management Co 3Y 5.67% TLWM 3Y 7Y 5.13% TruWealth Advisors, LLC 3Y 3.76% Goepper Burkhardt LLC 3Y 3.22% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 3.0% GPM Growth Investors, Inc. 3Y 2.91% CENTRAL VALLEY ADVISORS, LLC 2.8% VISTA INVESTMENT MANAGEMENT 3Y 7Y 2.63% Horizons Wealth Management 3Y 2.58% Capital Investment Counsel, LLC 2.44%
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