Sterling Financial Group, Inc. BSMV — INVESCO EXCH TRD SLF IDX FD

Ownership history in Sterling Financial Group, Inc.  ·  10 quarters on record

AI Ownership Summary

Sterling Financial Group, Inc. reported INVESCO EXCH TRD SLF IDX FD (BSMV) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.48% in 2024 Q1. The latest visible filing shows BSMV at 0.24% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSMV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sterling Financial Group, Inc.'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
2025 Q3

BSMV was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

BSMV stock page Sterling Financial Group, Inc. fund profile Sterling Financial Group, Inc. full holdings
How Sterling Financial Group, Inc. held BSMV — position size vs. price
% of Fund (quarterly)    BSMV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 31.9% +1.4% ❌ 36,270 -17,020 -31.9% 0.24% $762K 2025-11-14 (Est.) $20.78
2025 Q2 REDUCED — — — 53,290 -500 -0.9% 0.37% $1.1M 2025-07-10 $20.18
2025 Q1 ADDED — — — 53,790 +5,850 +12.2% 0.40% $1.1M 2025-04-16 $19.66
2024 Q4 ADDED — — — 47,940 +500 +1.1% 0.37% $1.0M 2025-01-15 $19.96
2024 Q3 UNCHANGED — — — 47,440 — 0% 0.43% $1.0M 2024-10-22 $20.08
2024 Q2 REDUCED — — — 47,440 -350 -0.7% 0.45% $994K 2024-07-15 $19.94
2024 Q1 ADDED — — — 47,790 +17,118 +55.8% 0.48% $1.0M 2024-04-10 $19.67
2023 Q4 UNCHANGED — — — 30,672 — 0% 0.39% $664K 2024-01-17 $19.96
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BSMV

As of 2026 Q1 — sorted by position size

CENTRAL VALLEY ADVISORS, LLC 1.07% Coastline Complete Wealth LLC 0.93% PRECEDENT WEALTH PARTNERS, LLC 0.84% Envision Financial Planning, LLC 0.83% Hills Bank & Trust Co 3Y 7Y 0.48% Key FInancial Inc 3Y 0.39% Parkway Wealth Management Group, LLC 0.27% Intentional Wealth Strategies, LLC 0.25% MONECO ADVISORS, LLC 3Y 7Y 0.22% Clark Asset Management, LLC 0.18%

FAQ About Sterling Financial Group, Inc. and BSMV

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

How long has Sterling Financial Group, Inc. reported owning BSMV?

Sterling Financial Group, Inc. reported BSMV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BSMV position in Sterling Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for BSMV was 0.48% in 2024 Q1.

What is the latest reported BSMV position on this page?

The most recent filing on this page is 2025 Q3, when Sterling Financial Group, Inc. reported 36,270 shares, equal to 0.24% of portfolio, with an estimated market value of $762K.

What does the chart on this BSMV ownership page compare?

The chart compares Sterling Financial Group, Inc.'s quarterly BSMV 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 Sterling Financial Group, Inc. time their BSMV position?

Based on 13F filing dates vs. subsequent BSMV price moves, Sterling Financial Group, Inc. correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on BSMV relative to SPY over the holding period was -14.9%.

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