BSJS — INVESCO EXCH TRD SLF IDX FD

Ownership history in Leo Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Leo Wealth, LLC reported a position in INVESCO EXCH TRD SLF IDX FD (BSJS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.61% (2025 Q4)
Avg. % of fund
0.34%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 381,273 +164,065 +75.5% 0.61% $8.4M $21.78
2025 Q2 ADDED 217,208 +190,468 +712.3% 0.37% $4.8M $21.15
2024 Q4 INITIATED 26,740 — — 0.05% $580K $20.11
% of Fund (quarterly)    BSJS price (monthly, adj. close)

Other funds also holding BSJS

As of 2025 Q4 — sorted by position size

GPM Growth Investors, Inc. 3Y 2.17% ROVIN CAPITAL /UT/ /ADV 3Y 1.83% HOWARD WEALTH MANAGEMENT, LLC 3Y 1.65% SFE Investment Counsel 3Y 7Y 1.28% Oder Investment Management, LLC 3Y 1.24% Pacific Wealth Strategies Group, Inc. 3Y 7Y 1.16% Turning Point Benefit Group, Inc. 0.83% Axim Planning & Wealth 3Y 0.75% Strait & Sound Wealth Management LLC 3Y 0.69% Sound Stewardship, LLC 0.63%
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