SILVERLAKE WEALTH MANAGEMENT LLC BSCT — INVESCO EXCH TRD SLF IDX FD

Ownership history in SILVERLAKE WEALTH MANAGEMENT LLC  ·  7 quarters on record

AI Ownership Summary

SILVERLAKE WEALTH MANAGEMENT LLC reported INVESCO EXCH TRD SLF IDX FD (BSCT) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.51% in 2026 Q1. The latest visible filing shows BSCT at 0.51% 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 BSCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SILVERLAKE WEALTH 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
2026 Q1

BSCT was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

BSCT stock page SILVERLAKE WEALTH MANAGEMENT LLC fund profile SILVERLAKE WEALTH MANAGEMENT LLC full holdings
How SILVERLAKE WEALTH MANAGEMENT LLC held BSCT — position size vs. price
% of Fund (quarterly)    BSCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 130,080 +34,640 +36.3% 0.51% $2.4M 2026-04-15 $18.61
2025 Q4 ADDED — — — 95,440 +32,754 +52.3% 0.40% $1.8M 2026-01-09 $18.50
2025 Q3 ADDED — — — 62,686 +51 +0.1% 0.29% $1.2M 2025-10-28 $18.40
2025 Q2 ADDED — — — 62,635 +1,822 +3.0% 0.34% $1.2M 2025-08-25 $18.13
2025 Q1 ADDED — — — 60,813 +13,545 +28.7% 0.43% $1.1M 2025-04-30 $17.69
2024 Q4 ADDED — — — 47,268 +17,309 +57.8% 0.33% $867K 2025-01-27 $17.29
2024 Q3 INITIATED — — — 29,959 — — 0.21% $564K 2024-10-10 $17.28

🏢 Other funds also holding BSCT

As of 2026 Q1 — sorted by position size

MANCHESTER FINANCIAL INC 3Y 7Y 8.01% GPM Growth Investors, Inc. 3Y 5.61% TLWM 3Y 7Y 5.26% Headland Capital, LLC 5.08% Farnam Financial LLC 4.23% Goepper Burkhardt LLC 3Y 4.14% Ledgewood Wealth Advisors, LLC 3.85% NorthAvenue LLC 3.79% Wilkins Miller Wealth Management, LLC 3.59% GILL CAPITAL PARTNERS, LLC 3Y 3.57%

FAQ About SILVERLAKE WEALTH MANAGEMENT LLC and BSCT

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

How long has SILVERLAKE WEALTH MANAGEMENT LLC reported owning BSCT?

SILVERLAKE WEALTH MANAGEMENT LLC reported BSCT across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported BSCT position in SILVERLAKE WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for BSCT was 0.51% in 2026 Q1.

What is the latest reported BSCT position on this page?

The most recent filing on this page is 2026 Q1, when SILVERLAKE WEALTH MANAGEMENT LLC reported 130,080 shares, equal to 0.51% of portfolio, with an estimated market value of $2.4M.

What does the chart on this BSCT ownership page compare?

The chart compares SILVERLAKE WEALTH MANAGEMENT LLC's quarterly BSCT 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 SILVERLAKE WEALTH MANAGEMENT LLC time their BSCT position?

Based on 13F filing dates vs. subsequent BSCT price moves, SILVERLAKE WEALTH MANAGEMENT LLC correctly timed 6 out of 6 reported position changes (100%). The annualised alpha on BSCT relative to SPY over the holding period was -8.7%.

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