BSJQ β€” INVESCO EXCH TRD SLF IDX FD

Ownership history in Oder Investment Management, LLC  Β·  14 quarters on record

AI Ownership Summary

Oder Investment Management, LLC reported INVESCO EXCH TRD SLF IDX FD (BSJQ) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.62% in 2025 Q1. The latest visible filing shows BSJQ at 3.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSJQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Oder Investment Management, LLC's position in INVESCO EXCH TRD SLF IDX FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BSJQ was reported at 3.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.62% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Oder Investment Management, LLC held BSJQ β€” position size vs. price
% of Fund (quarterly)    BSJQ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 203,835 -1,236 -0.6% 3.45% $4.8M 2026-02-14 (Est.) $23.11
2025 Q3 ADDED 205,071 +8,543 +4.3% 3.45% $4.8M 2025-11-10 $22.87
2025 Q2 ADDED 196,528 +13,356 +7.3% 3.46% $4.6M 2025-08-11 $22.51
2025 Q1 ADDED 183,172 +16,782 +10.1% 3.62% $4.3M 2025-05-13 $22.18
2024 Q4 ADDED 166,390 +26,979 +19.4% 3.23% $3.9M 2025-02-13 $21.88
2024 Q3 ADDED 139,411 +8,639 +6.6% 2.81% $3.3M 2024-11-12 $21.56
2024 Q2 ADDED 130,772 +10,589 +8.8% 2.73% $3.0M 2024-08-08 $20.96
2024 Q1 ADDED 120,183 +7,204 +6.4% 2.60% $2.8M 2024-05-10 $20.56
2023 Q4 ADDED 112,979 +77,263 +216.3% 2.59% $2.6M 2024-02-05 $20.14
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BSJQ

As of 2026 Q1 β€” sorted by position size

COLLECTIVE FAMILY OFFICE LLC 3Y 3.96% Horizons Wealth Management 3Y 1.81% Aspect Partners, LLC 0.0%

FAQ About Oder Investment Management, LLC and BSJQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Oder Investment Management, LLC reported owning BSJQ?

Oder Investment Management, LLC reported BSJQ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BSJQ position in Oder Investment Management, LLC's portfolio?

The largest reported portfolio weight for BSJQ was 3.62% in 2025 Q1.

What is the latest reported BSJQ position on this page?

The most recent filing on this page is 2025 Q4, when Oder Investment Management, LLC reported 203,835 shares, equal to 3.45% of portfolio, with an estimated market value of $4.8M.

What does the chart on this BSJQ ownership page compare?

The chart compares Oder Investment Management, LLC's quarterly BSJQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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