BSCP β€” INVESCO EXCH TRD SLF IDX FD

Ownership history in Koss-Olinger Consulting, LLC  Β·  12 quarters on record

AI Ownership Summary

Koss-Olinger Consulting, LLC reported INVESCO EXCH TRD SLF IDX FD (BSCP) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.1% in 2023 Q4. The latest visible filing shows BSCP at 0.07% 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 BSCP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koss-Olinger Consulting, 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

BSCP was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2023 Q4

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.

BSCP stock page Koss-Olinger Consulting, LLC fund profile Koss-Olinger Consulting, LLC full holdings
How Koss-Olinger Consulting, LLC held BSCP β€” position size vs. price
% of Fund (quarterly)    BSCP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 41,402 β€” 0% 0.07% $856K 2025-10-20 $20.56
2025 Q2 REDUCED 41,402 -3,739 -8.3% 0.07% $856K 2025-08-01 $20.37
2025 Q1 ADDED 45,141 +5 +0.0% 0.08% $934K 2025-05-12 $20.16
2024 Q4 ADDED 45,136 +2,555 +6.0% 0.08% $932K 2025-02-11 $19.95
2024 Q3 ADDED 42,581 +1,228 +3.0% 0.08% $879K 2024-10-21 $19.67
2024 Q2 REDUCED 41,353 -7,997 -16.2% 0.08% $846K 2024-08-06 $19.44
2023 Q4 ADDED 49,350 +14,398 +41.2% 0.10% $1.0M 2024-02-13 $18.92
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BSCP

As of 2025 Q4 β€” sorted by position size

Red Spruce Capital, LLC 3Y 4.68% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.07% IFP Advisors, Inc 3Y 7Y 0.0% HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About Koss-Olinger Consulting, LLC and BSCP

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

How long has Koss-Olinger Consulting, LLC reported owning BSCP?

Koss-Olinger Consulting, LLC reported BSCP across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BSCP position in Koss-Olinger Consulting, LLC's portfolio?

The largest reported portfolio weight for BSCP was 0.10% in 2023 Q4.

What is the latest reported BSCP position on this page?

The most recent filing on this page is 2025 Q3, when Koss-Olinger Consulting, LLC reported 41,402 shares, equal to 0.07% of portfolio, with an estimated market value of $856K.

What does the chart on this BSCP ownership page compare?

The chart compares Koss-Olinger Consulting, LLC's quarterly BSCP 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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