BSJS β€” INVESCO EXCH TRD SLF IDX FD

Ownership history in Latitude Advisors, LLC  Β·  2 quarters on record

AI Ownership Summary

Latitude Advisors, LLC reported INVESCO EXCH TRD SLF IDX FD (BSJS) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.12% in 2025 Q2. The latest visible filing shows BSJS at 0.11% 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 Latitude Advisors, 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

BSJS was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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 Latitude Advisors, LLC held BSJS β€” position size vs. price
% of Fund (quarterly)    BSJS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 10,860 +100 +0.9% 0.11% $240K 2025-10-31 $21.41
2025 Q2 INITIATED 10,760 β€” β€” 0.12% $237K 2025-07-29 $21.09

FAQ About Latitude Advisors, LLC and BSJS

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

How long has Latitude Advisors, LLC reported owning BSJS?

Latitude Advisors, LLC reported BSJS across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported BSJS position in Latitude Advisors, LLC's portfolio?

The largest reported portfolio weight for BSJS was 0.12% in 2025 Q2.

What is the latest reported BSJS position on this page?

The most recent filing on this page is 2025 Q3, when Latitude Advisors, LLC reported 10,860 shares, equal to 0.11% of portfolio, with an estimated market value of $240K.

What does the chart on this BSJS ownership page compare?

The chart compares Latitude Advisors, LLC'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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