BSCQ INVESCO EXCH TRD SLF IDX FD

Ownership history in Lido Advisors, LLC  ·  14 quarters on record

AI Ownership Summary

Lido Advisors, LLC reported INVESCO EXCH TRD SLF IDX FD (BSCQ) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.54% in 2024 Q4. The latest visible filing shows BSCQ at 3.37% 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 BSCQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lido 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 Q4

BSCQ was reported at 3.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.54% 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
2023 Q4 to 2025 Q4

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 Lido Advisors, LLC held BSCQ — position size vs. price
% of Fund (quarterly)    BSCQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 57,579,520 +4,982,335 +9.5% 3.37% $1.13B 2026-02-14 (Est.) $19.46
2025 Q3 REDUCED 52,597,185 -9,404,908 -15.2% 3.22% $1.03B 2025-11-14 $19.26
2025 Q2 REDUCED 62,002,093 -1,114,272 -1.8% 4.72% $1.21B 2025-08-13 $19.03
2025 Q1 ADDED 63,116,365 +477,254 +0.8% 5.54% $1.23B 2025-05-15 $18.79
2024 Q4 ADDED 62,639,111 +10,625,395 +20.4% 5.54% $1.22B 2025-02-14 $18.59
2024 Q3 ADDED 52,013,716 +13,507,243 +35.1% 5.07% $1.02B 2024-11-14 $18.33
2024 Q2 ADDED 38,506,473 +13,446,669 +53.7% 4.11% $738.4M 2024-08-15 $18.13
2024 Q1 ADDED 25,059,804 +23,096,170 +1176.2% 2.99% $507.6M 2024-05-15 $17.74
2023 Q4 REDUCED 1,963,634 -89,745 -4.4% 0.26% $37.9M 2024-02-14 $17.60
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Lido Advisors, LLC and BSCQ

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

How long has Lido Advisors, LLC reported owning BSCQ?

Lido Advisors, LLC reported BSCQ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BSCQ position in Lido Advisors, LLC's portfolio?

The largest reported portfolio weight for BSCQ was 5.54% in 2024 Q4.

What is the latest reported BSCQ position on this page?

The most recent filing on this page is 2025 Q4, when Lido Advisors, LLC reported 57,579,520 shares, equal to 3.37% of portfolio, with an estimated market value of $1.13B.

What does the chart on this BSCQ ownership page compare?

The chart compares Lido Advisors, LLC's quarterly BSCQ 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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