Matthew Goff Investment Advisor, LLC BSCT — INVESCO EXCH TRD SLF IDX FD

Ownership history in Matthew Goff Investment Advisor, LLC  ·  14 quarters on record

AI Ownership Summary

Matthew Goff Investment Advisor, LLC reported INVESCO EXCH TRD SLF IDX FD (BSCT) in 14 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.56% in 2024 Q1. The latest visible filing shows BSCT at 0.24% 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 BSCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Matthew Goff Investment Advisor, 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 Q2

BSCT was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

BSCT stock page Matthew Goff Investment Advisor, LLC fund profile Matthew Goff Investment Advisor, LLC full holdings
How Matthew Goff Investment Advisor, LLC held BSCT — position size vs. price
% of Fund (quarterly)    BSCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 75,600 -1,976 -2.5% 0.24% $1.4M 2026-07-08 $18.55
2026 Q1 REDUCED 5.4% +0.8% ❌ 77,576 -4,470 -5.4% 0.24% $1.4M 2026-04-17 $18.57
2025 Q4 REDUCED 24.2% +0.2% ❌ 82,046 -26,221 -24.2% 0.27% $1.5M 2026-01-14 $18.46
2025 Q2 REDUCED — — — 108,267 -4,783 -4.2% 0.37% $2.0M 2025-07-11 $17.82
2025 Q1 REDUCED — — — 113,050 -1,375 -1.2% 0.39% $2.1M 2025-04-21 $17.42
2024 Q4 REDUCED 19.9% +2.2% ❌ 114,425 -28,346 -19.9% 0.39% $2.1M 2025-01-21 $17.17
2024 Q3 REDUCED — — — 142,771 -6,403 -4.3% 0.51% $2.7M 2024-10-17 $17.24
2024 Q2 REDUCED — — — 149,174 -2,835 -1.9% 0.55% $2.7M 2024-07-22 $16.77
2024 Q1 REDUCED — — — 152,009 -875 -0.6% 0.56% $2.8M 2024-04-11 $16.25
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BSCT

As of 2026 Q2 — sorted by position size

TLWM 3Y 7Y 4.83% Ledgewood Wealth Advisors, LLC 3.99% Clark Asset Management, LLC 2.05% Red Spruce Capital, LLC 3Y 1.93% Avior Wealth Management, LLC 3Y 7Y 1.15% Legacy Wealth Management, LLC / MS 0.47% Trilogy Capital Inc. 3Y 7Y 0.18% Meriwether Wealth & Planning, LLC 0.18% Global Wealth Strategies & Associates 3Y 0.08% Somerset Trust Co 3Y 7Y 0.06%

FAQ About Matthew Goff Investment Advisor, LLC and BSCT

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

How long has Matthew Goff Investment Advisor, LLC reported owning BSCT?

Matthew Goff Investment Advisor, LLC reported BSCT across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BSCT position in Matthew Goff Investment Advisor, LLC's portfolio?

The largest reported portfolio weight for BSCT was 0.56% in 2024 Q1.

What is the latest reported BSCT position on this page?

The most recent filing on this page is 2026 Q2, when Matthew Goff Investment Advisor, LLC reported 75,600 shares, equal to 0.24% of portfolio, with an estimated market value of $1.4M.

What does the chart on this BSCT ownership page compare?

The chart compares Matthew Goff Investment Advisor, LLC's quarterly BSCT 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 Matthew Goff Investment Advisor, LLC time their BSCT position?

Based on 13F filing dates vs. subsequent BSCT price moves, Matthew Goff Investment Advisor, LLC correctly timed 5 out of 12 reported position changes (42%). The annualised alpha on BSCT relative to SPY over the holding period was -13.7%.

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