Sequoia Financial Advisors, LLC BSCY β€” INVESCO EXCH TRD SLF IDX FD

Ownership history in Sequoia Financial Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported INVESCO EXCH TRD SLF IDX FD (BSCY) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. The latest visible filing shows BSCY at 0.00% 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 BSCY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequoia Financial Advisors, 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
2026 Q2

BSCY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2025 Q4 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.

How Sequoia Financial Advisors, LLC held BSCY β€” position size vs. price
% of Fund (quarterly)    BSCY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 16,358 -7,372 -31.1% 0.00% $338K 2026-07-17 $20.57
2026 Q1 UNCHANGED β€” β€” β€” 23,730 β€” 0% 0.00% $491K 2026-04-30 $20.54
2025 Q4 INITIATED β€” β€” β€” 23,730 β€” β€” 0.00% $499K 2026-02-03 $20.55

FAQ About Sequoia Financial Advisors, LLC and BSCY

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

How long has Sequoia Financial Advisors, LLC reported owning BSCY?

Sequoia Financial Advisors, LLC reported BSCY across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported BSCY position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for BSCY was 0.00% in 2025 Q4.

What is the latest reported BSCY position on this page?

The most recent filing on this page is 2026 Q2, when Sequoia Financial Advisors, LLC reported 16,358 shares, equal to 0.00% of portfolio, with an estimated market value of $338K.

What does the chart on this BSCY ownership page compare?

The chart compares Sequoia Financial Advisors, LLC's quarterly BSCY 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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