EVEXIA WEALTH LLC BSCT — INVESCO EXCH TRD SLF IDX FD

Ownership history in EVEXIA WEALTH LLC  ·  6 quarters on record

AI Ownership Summary

EVEXIA WEALTH LLC reported INVESCO EXCH TRD SLF IDX FD (BSCT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.86% in 2025 Q1. The latest visible filing shows BSCT at 0.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BSCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVEXIA WEALTH LLC's position in INVESCO EXCH TRD SLF IDX FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BSCT was reported at 0.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BSCT stock page EVEXIA WEALTH LLC fund profile EVEXIA WEALTH LLC full holdings
How EVEXIA WEALTH LLC held BSCT — position size vs. price
% of Fund (quarterly)    BSCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 152,359 +21,996 +16.9% 0.78% $2.9M 2026-04-16 $18.67
2025 Q4 REDUCED 13.7% +0.2% ❌ 130,363 -20,755 -13.7% 0.69% $2.5M 2026-01-16 $18.58
2025 Q3 ADDED — — — 151,118 +7,333 +5.1% 0.85% $2.9M 2025-11-12 $18.43
2025 Q2 ADDED — — — 143,785 +15,633 +12.2% 0.85% $2.7M 2025-07-23 $18.03
2025 Q1 ADDED — — — 128,152 +2,762 +2.2% 0.86% $2.4M 2025-04-11 $17.40
2024 Q4 INITIATED — — — 125,390 — — 0.78% $2.3M 2025-02-13 $17.37

🏢 Other funds also holding BSCT

As of 2026 Q1 — sorted by position size

MANCHESTER FINANCIAL INC 3Y 7Y 8.01% GPM Growth Investors, Inc. 3Y 5.61% TLWM 3Y 7Y 5.26% Farnam Financial LLC 4.23% Ledgewood Wealth Advisors, LLC 3.85% NorthAvenue LLC 3.79% Wilkins Miller Wealth Management, LLC 3.59% GILL CAPITAL PARTNERS, LLC 3Y 3.57% Sound Stewardship, LLC 3.5% Infinity Wealth Counsel, LLC 3.17%

FAQ About EVEXIA WEALTH LLC and BSCT

These are the practical questions this page is built to answer before you even open the full history table.

How long has EVEXIA WEALTH LLC reported owning BSCT?

EVEXIA WEALTH LLC reported BSCT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BSCT position in EVEXIA WEALTH LLC's portfolio?

The largest reported portfolio weight for BSCT was 0.86% in 2025 Q1.

What is the latest reported BSCT position on this page?

The most recent filing on this page is 2026 Q1, when EVEXIA WEALTH LLC reported 152,359 shares, equal to 0.78% of portfolio, with an estimated market value of $2.9M.

What does the chart on this BSCT ownership page compare?

The chart compares EVEXIA WEALTH LLC's quarterly BSCT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EVEXIA WEALTH LLC time their BSCT position?

Based on 13F filing dates vs. subsequent BSCT price moves, EVEXIA WEALTH LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on BSCT relative to SPY over the holding period was -6.8%.

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