BSCS — INVESCO EXCH TRD SLF IDX FD

Ownership history in McCarthy & Cox  ·  3 quarters on record

This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in INVESCO EXCH TRD SLF IDX FD (BSCS). 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
1.65% (2025 Q1)
Avg. % of fund
1.23%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 211,106 +12,892 +6.5% 0.99% $4.3M $20.20
2025 Q2 ADDED 198,214 +12,339 +6.6% 1.06% $4.1M $19.89
2025 Q1 INITIATED 185,875 — — 1.65% $3.8M $19.53
% of Fund (quarterly)    BSCS price (monthly, adj. close)

Other funds also holding BSCS

As of 2025 Q4 — sorted by position size

TLWM 3Y 7Y 5.68% GPM Growth Investors, Inc. 3Y 5.32% TruWealth Advisors, LLC 3Y 4.51% Sound Stewardship, LLC 3.96% MANCHESTER FINANCIAL INC 3Y 7Y 3.9% Goepper Burkhardt LLC 3Y 3.88% Fusion Family Wealth, LLC 3Y 7Y 3.27% CENTRAL VALLEY ADVISORS, LLC 3.04% Straight Path Wealth Management 3Y 2.84% Horizons Wealth Management 3Y 2.6%
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