BSJQ — INVESCO EXCH TRD SLF IDX FD

Ownership history in Dynamic Advisor Solutions LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in INVESCO EXCH TRD SLF IDX FD (BSJQ). 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
0.01% (2024 Q4)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 8,751 — 0% 0.01% $205K $22.87
2025 Q2 REDUCED 8,751 -888 -9.2% 0.01% $204K $22.45
2025 Q1 REDUCED 9,639 -374 -3.7% 0.01% $224K $21.96
2024 Q4 INITIATED 10,013 — — 0.01% $233K $21.70
% of Fund (quarterly)    BSJQ price (monthly, adj. close)

Other funds also holding BSJQ

As of 2025 Q4 — sorted by position size

Mirador Capital Partners LP 3Y 7Y 10.65% Delta Investment Management, LLC 3Y 7Y 4.02% COLLECTIVE FAMILY OFFICE LLC 3Y 3.94% Oder Investment Management, LLC 3Y 3.45% Verity Asset Management, Inc. 3Y 7Y 3.09% Cornerstone Planning, LLC 2.37% Horizons Wealth Management 3Y 1.84% HOWARD WEALTH MANAGEMENT, LLC 3Y 1.82% Ironwood Financial, llc 3Y 7Y 1.69% Pacific Wealth Strategies Group, Inc. 3Y 7Y 1.66%
← Back to Dynamic Advisor Solutions LLC Holdings