SCOTIA CAPITAL INC. BINV — 2023 ETF SERIES TRUST

Ownership history in SCOTIA CAPITAL INC.  ·  5 quarters on record

AI Ownership Summary

SCOTIA CAPITAL INC. reported 2023 ETF SERIES TRUST (BINV) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.1% in 2025 Q3. The latest visible filing shows BINV at 0.05% 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 BINV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SCOTIA CAPITAL INC.'s position in 2023 ETF SERIES TRUST, 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
2026 Q2

BINV was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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.

BINV stock page SCOTIA CAPITAL INC. fund profile SCOTIA CAPITAL INC. full holdings
How SCOTIA CAPITAL INC. held BINV — position size vs. price
% of Fund (quarterly)    BINV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 304,125 +2,685 +0.9% 0.05% $12.8M 2026-08-11 $45.89
2026 Q1 REDUCED 50.0% +4.0% ❌ 301,440 -301,505 -50.0% 0.05% $12.4M 2026-05-13 $42.12
2025 Q4 REDUCED — — — 602,945 -10,817 -1.8% 0.10% $24.2M 2026-02-12 $43.79
2025 Q3 ADDED — — — 613,762 +121,801 +24.8% 0.10% $23.6M 2025-11-14 $38.76
2025 Q2 INITIATED — — — 491,961 — — 0.08% $17.6M 2025-08-13 $36.32

🏢 Other funds also holding BINV

As of 2026 Q2 — sorted by position size

Fjell Capital, LLC 2.92% HANTZ FINANCIAL SERVICES, INC. 3Y 2.28% Balance Wealth Partners LLC 2.16% Horizon Family Wealth, Inc. 3Y 2.04% Security National Bank 3Y 7Y 1.28% KELLEHER FINANCIAL ADVISORS 3Y 7Y 1.14% Ironsides Asset Advisors, LLC 3Y 7Y 0.66% BENJAMIN EDWARDS INC 3Y 7Y 0.5% EVOLVE PRIVATE WEALTH, LLC 0.39% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.05%

FAQ About SCOTIA CAPITAL INC. and BINV

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

How long has SCOTIA CAPITAL INC. reported owning BINV?

SCOTIA CAPITAL INC. reported BINV across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported BINV position in SCOTIA CAPITAL INC.'s portfolio?

The largest reported portfolio weight for BINV was 0.10% in 2025 Q3.

What is the latest reported BINV position on this page?

The most recent filing on this page is 2026 Q2, when SCOTIA CAPITAL INC. reported 304,125 shares, equal to 0.05% of portfolio, with an estimated market value of $12.8M.

What does the chart on this BINV ownership page compare?

The chart compares SCOTIA CAPITAL INC.'s quarterly BINV 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.

How well did SCOTIA CAPITAL INC. time their BINV position?

Based on 13F filing dates vs. subsequent BINV price moves, SCOTIA CAPITAL INC. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on BINV relative to SPY over the holding period was +4.6%.

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