Ownership history in McCarthy & Cox · 7 quarters on record
This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in INVESCO EXCH TRD SLF IDX FD (BSCR). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 250,047 | -13,745 | -5.2% | 1.12% | $4.9M | $19.36 |
| 2025 Q2 | ADDED | 263,792 | +12,675 | +5.0% | 1.36% | $5.2M | $19.09 |
| 2025 Q1 | ADDED | 251,117 | +24,814 | +11.0% | 2.14% | $4.9M | $18.83 |
| 2024 Q4 | ADDED | 226,303 | +29,135 | +14.8% | 1.53% | $4.4M | $18.53 |
As of 2025 Q4 — sorted by position size