Legacy Financial Group LLC BSJT — INVESCO EXCH TRD SLF IDX FD

Ownership history in Legacy Financial Group LLC  ·  7 quarters on record

AI Ownership Summary

Legacy Financial Group LLC reported INVESCO EXCH TRD SLF IDX FD (BSJT) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 2.29% in 2024 Q4. The latest visible filing shows BSJT at 2.22% 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 BSJT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Financial Group 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
2026 Q1

BSJT was reported at 2.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.29% in 2024 Q4

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 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.

BSJT stock page Legacy Financial Group LLC fund profile Legacy Financial Group LLC full holdings
How Legacy Financial Group LLC held BSJT — position size vs. price
% of Fund (quarterly)    BSJT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 840,770 +20,436 +2.5% 2.22% $17.7M 2026-05-04 $21.08
2025 Q4 ADDED — — — 820,334 +145,431 +21.5% 2.17% $17.6M 2026-02-05 $20.97
2025 Q2 REDUCED — — — 674,903 -15,954 -2.3% 2.03% $14.5M 2025-07-15 $20.13
2025 Q1 ADDED — — — 690,857 +30,268 +4.6% 2.24% $14.6M 2025-04-10 $19.05
2024 Q4 ADDED — — — 660,589 +179,978 +37.4% 2.29% $14.13B 2025-01-22 $19.67
2024 Q3 ADDED — — — 480,611 +99,746 +26.2% 2.02% $10.5M 2024-10-15 $19.43
2024 Q2 INITIATED — — — 380,865 — — 1.57% $8.0M 2024-07-17 $18.85

🏢 Other funds also holding BSJT

As of 2026 Q1 — sorted by position size

BANTA ASSET MANAGEMENT LP 3Y 7Y 6.74% Oder Investment Management, LLC 3Y 2.35% HOWARD WEALTH MANAGEMENT, LLC 3Y 1.64% SFE Investment Counsel 3Y 7Y 1.21% Pacific Wealth Strategies Group, Inc. 3Y 7Y 1.0% Stablepoint Partners, LLC 1.0% Ark Wealth Advisors LLC 0.92% Turning Point Benefit Group, Inc. 0.91% Axim Planning & Wealth 3Y 0.86% PRIVATE CLIENT SERVICES, LLC 0.75%

FAQ About Legacy Financial Group LLC and BSJT

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

How long has Legacy Financial Group LLC reported owning BSJT?

Legacy Financial Group LLC reported BSJT across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported BSJT position in Legacy Financial Group LLC's portfolio?

The largest reported portfolio weight for BSJT was 2.29% in 2024 Q4.

What is the latest reported BSJT position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Financial Group LLC reported 840,770 shares, equal to 2.22% of portfolio, with an estimated market value of $17.7M.

What does the chart on this BSJT ownership page compare?

The chart compares Legacy Financial Group LLC's quarterly BSJT 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 Legacy Financial Group LLC time their BSJT position?

Based on 13F filing dates vs. subsequent BSJT price moves, Legacy Financial Group LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on BSJT relative to SPY over the holding period was -8.7%.

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