BSJR β€” INVESCO EXCH TRD SLF IDX FD

Ownership history in Oder Investment Management, LLC  Β·  9 quarters on record

AI Ownership Summary

Oder Investment Management, LLC reported INVESCO EXCH TRD SLF IDX FD (BSJR) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.91% in 2025 Q4. The latest visible filing shows BSJR at 2.91% 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.

What this BSJR 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

BSJR was reported at 2.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.91% in 2025 Q4

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 BSJR β€” position size vs. price
% of Fund (quarterly)    BSJR 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 ADDED 177,390 +12,382 +7.5% 2.91% $4.0M 2026-02-14 (Est.) $22.46
2025 Q3 ADDED 165,008 +10,588 +6.9% 2.69% $3.8M 2025-11-10 $22.16
2025 Q2 ADDED 154,420 +13,143 +9.3% 2.65% $3.5M 2025-08-11 $21.88
2025 Q1 ADDED 141,277 +21,765 +18.2% 2.69% $3.2M 2025-05-13 $21.43
2024 Q4 ADDED 119,512 +41,379 +53.0% 2.23% $2.7M 2025-02-13 $21.12
2024 Q3 ADDED 78,133 +12,659 +19.3% 1.52% $1.8M 2024-11-12 $20.74
2024 Q2 ADDED 65,474 +18,406 +39.1% 1.31% $1.4M 2024-08-08 $20.12
2024 Q1 ADDED 47,068 +4,930 +11.7% 0.98% $1.0M 2024-05-10 $19.64
2023 Q4 INITIATED 42,138 β€” β€” 0.93% $943K 2024-02-05 $19.42

FAQ About Oder Investment Management, LLC and BSJR

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 BSJR?

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

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

The largest reported portfolio weight for BSJR was 2.91% in 2025 Q4.

What is the latest reported BSJR position on this page?

The most recent filing on this page is 2025 Q4, when Oder Investment Management, LLC reported 177,390 shares, equal to 2.91% of portfolio, with an estimated market value of $4.0M.

What does the chart on this BSJR ownership page compare?

The chart compares Oder Investment Management, LLC's quarterly BSJR 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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