BSJP β€” INVESCO EXCH TRD SLF IDX FD

Ownership history in IRON Financial LLC  Β·  17 quarters on record

AI Ownership Summary

IRON Financial LLC reported INVESCO EXCH TRD SLF IDX FD (BSJP) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.46% in 2024 Q2. The latest visible filing shows BSJP at 0.14% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSJP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IRON Financial 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 Q3

BSJP was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2024 Q2

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 Q3

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 IRON Financial LLC held BSJP β€” position size vs. price
% of Fund (quarterly)    BSJP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 12,831 -10,481 -45.0% 0.14% $296K 2025-10-24 $22.94
2025 Q2 ADDED 23,312 +3,798 +19.5% 0.28% $538K 2025-07-25 $22.71
2025 Q1 REDUCED 19,514 -1,027 -5.0% 0.25% $450K 2025-04-25 $22.44
2024 Q4 REDUCED 20,541 -4,873 -19.2% 0.27% $474K 2025-01-22 $22.15
2024 Q3 REDUCED 25,414 -10,463 -29.2% 0.32% $588K 2024-10-28 $21.90
2024 Q2 ADDED 35,877 +179 +0.5% 0.46% $822K 2024-07-29 $21.40
2024 Q1 ADDED 35,698 +570 +1.6% 0.46% $819K 2024-04-23 $21.02
2023 Q4 REDUCED 35,128 -20,110 -36.4% 0.45% $798K 2024-01-19 $20.56
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BSJP

As of 2025 Q4 β€” sorted by position size

WFA of San Diego, LLC 3Y 0.03% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.01%

FAQ About IRON Financial LLC and BSJP

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

How long has IRON Financial LLC reported owning BSJP?

IRON Financial LLC reported BSJP across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BSJP position in IRON Financial LLC's portfolio?

The largest reported portfolio weight for BSJP was 0.46% in 2024 Q2.

What is the latest reported BSJP position on this page?

The most recent filing on this page is 2025 Q3, when IRON Financial LLC reported 12,831 shares, equal to 0.14% of portfolio, with an estimated market value of $296K.

What does the chart on this BSJP ownership page compare?

The chart compares IRON Financial LLC's quarterly BSJP 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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