Israel Discount Bank of New York BCUS — Exchange Listed Funds Trust

Ownership history in Israel Discount Bank of New York  ·  9 quarters on record

AI Ownership Summary

Israel Discount Bank of New York reported Exchange Listed Funds Trust (BCUS) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 34.71% in 2024 Q3. The latest visible filing shows BCUS at 1.10% 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 BCUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Israel Discount Bank of New York's position in Exchange Listed Funds Trust, 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
2026 Q3

BCUS was reported at 1.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
34.71% 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 Q2 to 2026 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 Israel Discount Bank of New York held BCUS — position size vs. price
% of Fund (quarterly)    BCUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 17,928 +1,643 +10.1% 1.10% $607K 2026-10-14 $33.20
2026 Q2 ADDED — — — 16,285 +3,170 +24.2% 1.12% $603K 2026-07-07 $35.98
2026 Q1 ADDED — — — 13,115 +253 +2.0% 0.92% $419K 2026-04-06 $32.38
2025 Q4 ADDED — — — 12,862 +3,391 +35.8% 1.13% $415K 2026-01-28 $32.86
2025 Q3 REDUCED 99.3% -0.6% ✅ 9,471 -1,258,972 -99.3% 0.92% $311K 2025-11-12 $32.56
2025 Q1 ADDED — — — 1,268,443 +107,162 +9.2% 28.60% $37.2M 2025-04-30 $29.66
2024 Q4 ADDED — — — 1,161,281 +401,025 +52.7% 25.72% $35.3M 2025-02-14 $30.95
2024 Q3 ADDED — — — 760,256 +253,841 +50.1% 34.71% $23.3M 2024-11-08 $32.38
2024 Q2 INITIATED — — — 506,415 — — 22.97% $14.4M 2024-08-13 $28.99

🏢 Other funds also holding BCUS

As of 2026 Q3 — sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About Israel Discount Bank of New York and BCUS

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

How long has Israel Discount Bank of New York reported owning BCUS?

Israel Discount Bank of New York reported BCUS across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported BCUS position in Israel Discount Bank of New York's portfolio?

The largest reported portfolio weight for BCUS was 34.71% in 2024 Q3.

What is the latest reported BCUS position on this page?

The most recent filing on this page is 2026 Q3, when Israel Discount Bank of New York reported 17,928 shares, equal to 1.10% of portfolio, with an estimated market value of $607K.

What does the chart on this BCUS ownership page compare?

The chart compares Israel Discount Bank of New York's quarterly BCUS 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 Israel Discount Bank of New York time their BCUS position?

Based on 13F filing dates vs. subsequent BCUS price moves, Israel Discount Bank of New York correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on BCUS relative to SPY over the holding period was +332.9%.

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