Exchange Capital Management, Inc. BSCU INVESCO BULLTSHR 2030 COR BND ETF

Ownership history in Exchange Capital Management, Inc.  ·  7 quarters on record

AI Ownership Summary

Exchange Capital Management, Inc. reported INVESCO BULLTSHR 2030 COR BND ETF (BSCU) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.44% in 2024 Q3. The latest visible filing shows BSCU at 0.21% 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 BSCU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Exchange Capital Management, Inc.'s position in INVESCO BULLTSHR 2030 COR BND ETF, 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
2025 Q2

BSCU was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q2

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.

How Exchange Capital Management, Inc. held BSCU — position size vs. price
% of Fund (quarterly)    BSCU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 46.8% +1.9% 85,197 -75,053 -46.8% 0.21% $1.4M 2025-08-14 (Est.) $16.25
2025 Q1 REDUCED 160,250 -1,127 -0.7% 0.43% $2.7M 2025-05-01 $15.80
2024 Q4 REDUCED 161,377 -1,952 -1.2% 0.42% $2.6M 2025-02-04 $15.48
2024 Q3 ADDED 163,329 +38,467 +30.8% 0.44% $2.8M 2024-11-01 $15.30
2024 Q2 ADDED 124,862 +44,428 +55.2% 0.33% $2.0M 2024-07-23 $15.09
2024 Q1 ADDED 80,434 +59,326 +281.1% 0.21% $1.3M 2024-04-18 $14.47
2023 Q4 INITIATED 21,108 0.06% $351K 2024-02-08 $14.70

FAQ About Exchange Capital Management, Inc. and BSCU

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

How long has Exchange Capital Management, Inc. reported owning BSCU?

Exchange Capital Management, Inc. reported BSCU across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported BSCU position in Exchange Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for BSCU was 0.44% in 2024 Q3.

What is the latest reported BSCU position on this page?

The most recent filing on this page is 2025 Q2, when Exchange Capital Management, Inc. reported 85,197 shares, equal to 0.21% of portfolio, with an estimated market value of $1.4M.

What does the chart on this BSCU ownership page compare?

The chart compares Exchange Capital Management, Inc.'s quarterly BSCU 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 Exchange Capital Management, Inc. time their BSCU position?

Based on 13F filing dates vs. subsequent BSCU price moves, Exchange Capital Management, Inc. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on BSCU relative to SPY over the holding period was -11.0%.

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