BSJP INVESCO EXCH TRD SLF IDX FD

Ownership history in Stablepoint Partners, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Stablepoint Partners, LLC reported a position in INVESCO EXCH TRD SLF IDX FD (BSJP). 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.

Peak position
1.19% (2025 Q1)
Avg. % of fund
1.13%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 313,092 +22,057 +7.6% 1.15% $7.2M $22.88
2025 Q2 ADDED 291,035 +5,294 +1.9% 1.14% $6.7M $22.64
2025 Q1 ADDED 285,741 +5,774 +2.1% 1.19% $6.6M $22.35
2024 Q4 ADDED 279,967 +6,354 +2.3% 1.19% $6.5M $22.06
2024 Q3 ADDED 273,613 +20,017 +7.9% 1.15% $6.3M $21.77
2024 Q2 ADDED 253,596 +35,476 +16.3% 1.13% $5.8M $21.23
2024 Q1 ADDED 218,120 +29,251 +15.5% 1.01% $5.0M $20.97
2023 Q4 INITIATED 188,869 1.10% $4.3M
% of Fund (quarterly)    BSJP price (monthly, adj. close)

Other funds also holding BSJP

As of 2025 Q4 — sorted by position size

WFA of San Diego, LLC 3Y 0.03% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.01%
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