BSJS — INVESCO EXCH TRD SLF IDX FD

Ownership history in PRINCIPAL SECURITIES, INC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 2,926 — 0% 0.00% $65K $21.42
2025 Q2 ADDED 2,926 +1,083 +58.8% 0.00% $65K $21.05
2025 Q1 UNCHANGED 1,843 — 0% 0.00% $40K $20.31
2024 Q4 INITIATED 1,843 — — 0.00% $40K $20.02
% 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% Oder Investment Management, LLC 3Y 1.24% 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%
← Back to PRINCIPAL SECURITIES, INC. Holdings