BSCT β€” INVESCO EXCH TRD SLF IDX FD

Ownership history in HOWARD WEALTH MANAGEMENT, LLC  Β·  6 quarters on record

AI Ownership Summary

HOWARD WEALTH MANAGEMENT, LLC reported INVESCO EXCH TRD SLF IDX FD (BSCT) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.43% in 2024 Q3. The latest visible filing shows BSCT at 2.27% 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 HOWARD WEALTH MANAGEMENT, 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
2025 Q4

BSCT was reported at 2.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.43% 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
2024 Q3 to 2025 Q4

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 HOWARD WEALTH MANAGEMENT, LLC held BSCT β€” position size vs. price
% of Fund (quarterly)    BSCT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 275,437 +62,610 +29.4% 2.27% $5.2M 2026-02-14 (Est.) $18.80
2025 Q3 ADDED 212,827 +10,352 +5.1% 1.84% $4.0M 2025-11-03 $18.45
2025 Q2 ADDED 202,475 +317 +0.2% 1.91% $3.8M 2025-08-11 $18.20
2025 Q1 REDUCED 202,158 -3,175 -1.5% 2.09% $3.7M 2025-05-13 $17.75
2024 Q4 REDUCED 205,333 -16,795 -7.6% 2.04% $3.8M 2025-01-30 $17.43
2024 Q3 INITIATED 222,128 β€” β€” 2.43% $4.2M 2024-11-08 $17.34

FAQ About HOWARD WEALTH MANAGEMENT, 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 HOWARD WEALTH MANAGEMENT, LLC reported owning BSCT?

HOWARD WEALTH MANAGEMENT, LLC reported BSCT across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported BSCT position in HOWARD WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for BSCT was 2.43% in 2024 Q3.

What is the latest reported BSCT position on this page?

The most recent filing on this page is 2025 Q4, when HOWARD WEALTH MANAGEMENT, LLC reported 275,437 shares, equal to 2.27% of portfolio, with an estimated market value of $5.2M.

What does the chart on this BSCT ownership page compare?

The chart compares HOWARD WEALTH MANAGEMENT, 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.

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