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 (BSCP). 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 | 276,042 | -34,598 | -11.1% | 1.30% | $5.7M | $20.52 |
| 2025 Q2 | ADDED | 310,640 | +7,072 | +2.3% | 1.68% | $6.4M | $20.29 |
| 2025 Q1 | REDUCED | 303,568 | -126,688 | -29.4% | 2.73% | $6.3M | $20.08 |
| 2024 Q4 | REDUCED | 430,256 | -174,076 | -28.8% | 3.08% | $8.9M | $19.84 |
| 2024 Q3 | REDUCED | 604,332 | -67,971 | -10.1% | 4.78% | $12.5M | $19.64 |
| 2024 Q2 | REDUCED | 672,303 | -37,055 | -5.2% | 5.28% | $13.7M | $19.25 |
| 2024 Q1 | INITIATED | 709,358 | — | — | 5.47% | $14.5M | — |
As of 2025 Q4 — sorted by position size