BSCS — INVESCO EXCH TRD SLF IDX FD

Ownership history in Straight Path Wealth Management  ·  17 quarters on record

This page tracks every 13F SEC filing in which Straight Path Wealth Management reported a position in INVESCO EXCH TRD SLF IDX FD (BSCS). 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
3.15% (2025 Q1)
Avg. % of fund
1.3%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 510,958 +32,982 +6.9% 2.84% $10.5M $20.45
2025 Q3 ADDED 477,976 +56,871 +13.5% 2.65% $9.8M $20.20
2025 Q2 ADDED 421,105 +38,150 +10.0% 2.93% $8.6M $19.89
2025 Q1 ADDED 382,955 +39,863 +11.6% 3.15% $7.8M $19.53
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BSCS price (monthly, adj. close)

Other funds also holding BSCS

As of 2025 Q4 — sorted by position size

TLWM 3Y 7Y 5.68% GPM Growth Investors, Inc. 3Y 5.32% TruWealth Advisors, LLC 3Y 4.51% Sound Stewardship, LLC 3.96% MANCHESTER FINANCIAL INC 3Y 7Y 3.9% Goepper Burkhardt LLC 3Y 3.88% Fusion Family Wealth, LLC 3Y 7Y 3.27% CENTRAL VALLEY ADVISORS, LLC 3.04% Horizons Wealth Management 3Y 2.6% VISTA INVESTMENT MANAGEMENT 3Y 7Y 2.53%
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