Ownership history in MONECO ADVISORS, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which MONECO ADVISORS, LLC 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 β sourced directly from SEC EDGAR 13F filings.
π MONECO ADVISORS, LLC underperformed the S&P 500 by β13.2% annually on this BSCS position. Timing score: 70% (7/10 decisions correct). Average cost basis: $19.32. Maximum drawdown during holding period: β1.0%.
β Significantly underperformed the S&P 500 by 13.2% ann.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
7 of 10 add/trim decisions correct
Best entry: $17.31 (2023 Q3) Β· Worst: $20.38 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π MONECO ADVISORS, LLC has been actively increasing its BSCS allocation β a bullish signal from insiders.
Currently 1.97% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size