Ownership history in HOWARD WEALTH MANAGEMENT, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which HOWARD WEALTH MANAGEMENT, LLC reported a position in INVESCO EXCH TRD SLF IDX FD (BSJS). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 171,482 | +52,163 | +43.7% | 1.65% | $3.8M | $21.78 |
| 2025 Q3 | ADDED | 119,319 | +21,584 | +22.1% | 1.21% | $2.6M | $21.52 |
| 2025 Q2 | REDUCED | 97,735 | -518 | -0.5% | 1.09% | $2.2M | $21.15 |
| 2025 Q1 | REDUCED | 98,253 | -100 | -0.1% | 1.18% | $2.1M | $20.41 |
| 2024 Q4 | ADDED | 98,353 | +18,958 | +23.9% | 1.15% | $2.1M | $20.11 |
| 2024 Q3 | INITIATED | 79,395 | — | — | 1.02% | $1.8M | $20.19 |
As of 2025 Q4 — sorted by position size