BSJS — INVESCO EXCH TRD SLF IDX FD

Ownership history in Oder Investment Management, LLC  ·  5 quarters on record

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

Peak position
1.24% (2025 Q4)
Avg. % of fund
0.66%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 77,675 +26,980 +53.2% 1.24% $1.7M $21.78
2025 Q3 ADDED 50,695 +21,636 +74.5% 0.80% $1.1M $21.52
2025 Q2 ADDED 29,059 +1,525 +5.5% 0.48% $641K $21.15
2025 Q1 ADDED 27,534 +12,144 +78.9% 0.51% $596K $20.41
2024 Q4 INITIATED 15,390 — — 0.28% $334K $20.11
% of Fund (quarterly)    BSJS price (monthly, adj. close)

Other funds also holding BSJS

As of 2025 Q4 — sorted by position size

GPM Growth Investors, Inc. 3Y 2.17% ROVIN CAPITAL /UT/ /ADV 3Y 1.83% HOWARD WEALTH MANAGEMENT, LLC 3Y 1.65% SFE Investment Counsel 3Y 7Y 1.28% Pacific Wealth Strategies Group, Inc. 3Y 7Y 1.16% Turning Point Benefit Group, Inc. 0.83% Axim Planning & Wealth 3Y 0.75% Strait & Sound Wealth Management LLC 3Y 0.69% Sound Stewardship, LLC 0.63% Leo Wealth, LLC 0.61%
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