Ownership history in Straight Path Wealth Management · 13 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 (BSCT). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 545,748 | +326,818 | +149.3% | 2.77% | $10.3M | $18.70 |
| 2025 Q3 | ADDED | 218,930 | +53,638 | +32.5% | 1.11% | $4.1M | $18.47 |
| 2025 Q2 | ADDED | 165,292 | +32,262 | +24.3% | 1.05% | $3.1M | $18.14 |
| 2025 Q1 | ADDED | 133,030 | +14,443 | +12.2% | 1.00% | $2.5M | $17.77 |
| 2024 Q4 | ADDED | 118,587 | +13,690 | +13.1% | 0.86% | $2.2M | $17.39 |
| 2024 Q3 | ADDED | 104,897 | +11,318 | +12.1% | 0.85% | $2.0M | $17.64 |
| 2024 Q2 | ADDED | 93,579 | +18,112 | +24.0% | 0.87% | $1.7M | $16.83 |
| 2024 Q1 | ADDED | 75,467 | +35,725 | +89.9% | 0.78% | $1.4M | $16.76 |
| 2023 Q4 | ADDED | 39,742 | +13,724 | +52.7% | 0.43% | $737K | $16.81 |
| 2023 Q3 | ADDED | 26,018 | +909 | +3.6% | 0.31% | $456K | $15.72 |
As of 2025 Q4 — sorted by position size