BSCP INVESCO EXCH TRD SLF IDX FD

Ownership history in EVEXIA WEALTH LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which EVEXIA WEALTH LLC reported a position in INVESCO EXCH TRD SLF IDX FD (BSCP). 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
0.94% (2024 Q3)
Avg. % of fund
0.6%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 93,910 +5,299 +6.0% 0.58% $1.9M $20.52
2025 Q2 ADDED 88,611 +45,432 +105.2% 0.58% $1.8M $20.29
2025 Q1 ADDED 43,179 +1,374 +3.3% 0.32% $893K $20.08
2024 Q4 REDUCED 41,805 -86,694 -67.5% 0.29% $865K $19.84
2024 Q3 ADDED 128,499 +18,617 +16.9% 0.94% $2.7M $19.64
2024 Q2 ADDED 109,882 +31,768 +40.7% 0.84% $2.3M $19.25
2024 Q1 ADDED 78,114 +7,157 +10.1% 0.66% $1.6M $19.04
2023 Q4 INITIATED 70,957 0.61% $1.5M
% of Fund (quarterly)    BSCP price (monthly, adj. close)
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