BSCS β€” INVESCO EXCH TRD SLF IDX FD

Ownership history in SMI Advisory Services, LLC  Β·  3 quarters on record

AI Ownership Summary

SMI Advisory Services, LLC reported INVESCO EXCH TRD SLF IDX FD (BSCS) in 3 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q4. The latest visible filing shows BSCS at 0.06% 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 BSCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SMI Advisory Services, 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

BSCS was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% 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 Q1 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.

How SMI Advisory Services, LLC held BSCS β€” position size vs. price
% of Fund (quarterly)    BSCS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 17,173 +879 +5.4% 0.06% $351K 2026-04-07 $nan
2025 Q4 ADDED 16,294 +9,768 +149.7% 0.06% $335K 2026-01-13 $20.39
2025 Q1 INITIATED 6,526 β€” β€” 0.03% $132K 2025-04-10 $19.34

FAQ About SMI Advisory Services, LLC and BSCS

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

How long has SMI Advisory Services, LLC reported owning BSCS?

SMI Advisory Services, LLC reported BSCS across 3 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported BSCS position in SMI Advisory Services, LLC's portfolio?

The largest reported portfolio weight for BSCS was 0.06% in 2025 Q4.

What is the latest reported BSCS position on this page?

The most recent filing on this page is 2026 Q1, when SMI Advisory Services, LLC reported 17,173 shares, equal to 0.06% of portfolio, with an estimated market value of $351K.

What does the chart on this BSCS ownership page compare?

The chart compares SMI Advisory Services, LLC's quarterly BSCS 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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