BSCT β€” INVESCO EXCH TRD SLF IDX FD

Ownership history in MINDSET WEALTH MANAGEMENT, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which MINDSET WEALTH MANAGEMENT, LLC reported a position in INVESCO EXCH TRD SLF IDX FD (BSCT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.06% (2025 Q2)
πŸ“Š Avg. % of fund
0.06%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    BSCT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 10,070 β€” 0% 0.05% $189K $18.40
2025 Q2 INITIATED 10,070 β€” β€” 0.06% $188K $18.08

🏒 Other funds also holding BSCT

As of 2025 Q4 β€” sorted by position size

MANCHESTER FINANCIAL INC 3Y 7Y 7.91% GPM Growth Investors, Inc. 3Y 5.24% TLWM 3Y 7Y 5.05% Goepper Burkhardt LLC 3Y 3.86% GILL CAPITAL PARTNERS, LLC 3Y 3.76% CENTRAL VALLEY ADVISORS, LLC 3.0% Straight Path Wealth Management 3Y 2.77% Horizons Wealth Management 3Y 2.69% Capital Investment Counsel, LLC 2.67% KIRR MARBACH & CO LLC /IN/ 3Y 7Y 2.35%
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