Stonebridge Financial Group, LLC BSCT β€” INVESCO EXCH TRD SLF IDX FD

Ownership history in Stonebridge Financial Group, LLC  Β·  1 quarter on record

AI Ownership Summary

Stonebridge Financial Group, LLC reported INVESCO EXCH TRD SLF IDX FD (BSCT) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows BSCT at 0.02% 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 Stonebridge Financial Group, 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

BSCT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 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 Stonebridge Financial Group, LLC held BSCT β€” position size vs. price
% of Fund (quarterly)    BSCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 10,918 β€” β€” 0.02% $203K 2026-07-06 $18.60

FAQ About Stonebridge Financial Group, 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 Stonebridge Financial Group, LLC reported owning BSCT?

Stonebridge Financial Group, LLC reported BSCT across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported BSCT position in Stonebridge Financial Group, LLC's portfolio?

The largest reported portfolio weight for BSCT was 0.02% in 2026 Q2.

What is the latest reported BSCT position on this page?

The most recent filing on this page is 2026 Q2, when Stonebridge Financial Group, LLC reported 10,918 shares, equal to 0.02% of portfolio, with an estimated market value of $203K.

What does the chart on this BSCT ownership page compare?

The chart compares Stonebridge Financial Group, 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.

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