BSCX β€” INVESCO EXCHNG TRAD SLF INDE INVESCO

Ownership history in Motley Fool Wealth Management, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Motley Fool Wealth Management, LLC reported a position in INVESCO EXCHNG TRAD SLF INDE INVESCO (BSCX). 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
1.11% (2025 Q4)
πŸ“Š Avg. % of fund
0.89%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

Motley Fool Wealth Management, LLC Γ— BSCX AI Analytics

πŸ“‰ Motley Fool Wealth Management, LLC underperformed the S&P 500 by –14.2% annually on this BSCX position. Average cost basis: $20.58. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-14.2%
annualised excess return

❌ Significantly underperformed the S&P 500 by 14.2% ann.
2 quarters analyzed

πŸ’° Entry Quality
$20.58
+3.1% vs current ($21.21)

Best entry: $20.45 (2025 Q2)  Β·  Worst: $21.21 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

2 adds Β· 1 trim. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Motley Fool Wealth Management, LLC has been actively increasing its BSCX allocation β€” a bullish signal from insiders.
Currently 1.11% of portfolio

⚠ 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.

% of Fund (quarterly)    BSCX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 665,256 +124,863 +23.1% 1.11% $14.3M $21.21
2025 Q3 REDUCED 540,393 -56,555 -9.5% 0.79% $11.6M $20.97
2025 Q2 INITIATED 596,948 β€” β€” 0.76% $12.7M $20.45

🏒 Other funds also holding BSCX

As of 2025 Q4 β€” sorted by position size

BCS Wealth Management 3Y 1.89% Addison Advisors LLC 3Y 1.21% Aptus Capital Advisors, LLC 3Y 7Y 1.06% Clearstead Advisors, LLC 3Y 7Y 0.66% NOTTINGHAM ADVISORS, INC. 3Y 7Y 0.57% AA Financial Advisors, LLC 0.49% COOKSON PEIRCE & CO INC 3Y 7Y 0.44% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 0.36% Asset Dedication, LLC 3Y 7Y 0.32% G2 CAPITAL MANAGEMENT, LLC / OH 3Y 0.31%
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