BSJS β€” INVESCO EXCH TRD SLF IDX FD

Ownership history in Kaye Capital Management  Β·  1 quarter on record

AI Ownership Summary

Kaye Capital Management reported INVESCO EXCH TRD SLF IDX FD (BSJS) in 1 quarterly 13F filing from 2025 Q1 through 2025 Q1. Peak portfolio weight reached 0.1% in 2025 Q1. The latest visible filing shows BSJS at 0.10% 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 BSJS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kaye Capital Management'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 Q1

BSJS was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q1

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 Kaye Capital Management held BSJS β€” position size vs. price
% of Fund (quarterly)    BSJS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 INITIATED 11,365 β€” β€” 0.10% $246K 2025-05-02 $20.49

FAQ About Kaye Capital Management and BSJS

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

How long has Kaye Capital Management reported owning BSJS?

Kaye Capital Management reported BSJS across 1 quarterly 13F filings, from 2025 Q1 through 2025 Q1.

What was the largest reported BSJS position in Kaye Capital Management's portfolio?

The largest reported portfolio weight for BSJS was 0.10% in 2025 Q1.

What is the latest reported BSJS position on this page?

The most recent filing on this page is 2025 Q1, when Kaye Capital Management reported 11,365 shares, equal to 0.10% of portfolio, with an estimated market value of $246K.

What does the chart on this BSJS ownership page compare?

The chart compares Kaye Capital Management's quarterly BSJS 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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