BSCW — INVESCO EXCH TRD SLF IDX FD

Ownership history in Goepper Burkhardt LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Goepper Burkhardt LLC reported a position in INVESCO EXCH TRD SLF IDX FD (BSCW). 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
1.83% (2025 Q4)
Avg. % of fund
1.17%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 269,300 +197,776 +276.5% 1.83% $5.6M $20.72
2025 Q3 INITIATED 71,524 — — 0.51% $1.5M $20.48
% of Fund (quarterly)    BSCW price (monthly, adj. close)

Other funds also holding BSCW

As of 2025 Q4 — sorted by position size

GILL CAPITAL PARTNERS, LLC 3Y 3.48% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 3.27% Motley Fool Wealth Management, LLC 3Y 7Y 1.82% Capital Investment Counsel, LLC 1.77% MONECO ADVISORS, LLC 3Y 7Y 1.52% Addison Advisors LLC 3Y 1.29% Aptus Capital Advisors, LLC 3Y 7Y 1.28% Legacy CG, LLC 3Y 1.12% BCS Wealth Management 3Y 1.04% Straight Path Wealth Management 3Y 0.89%
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