BSCU — INVESCO EXCH TRD SLF IDX FD

Ownership history in Straight Path Wealth Management  ·  9 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 (BSCU). 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
1.18% (2025 Q4)
Avg. % of fund
0.85%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 258,762 +22,703 +9.6% 1.18% $4.4M $16.80
2025 Q3 ADDED 236,059 +51,395 +27.8% 1.08% $4.0M $16.59
2025 Q2 ADDED 184,664 +42,386 +29.8% 1.05% $3.1M $16.28
2025 Q1 ADDED 142,278 +17,754 +14.3% 0.95% $2.4M $15.90
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BSCU price (monthly, adj. close)

Other funds also holding BSCU

As of 2025 Q4 — sorted by position size

Waycross Investment Management Co 3Y 5.67% TLWM 3Y 7Y 5.13% TruWealth Advisors, LLC 3Y 3.76% Goepper Burkhardt LLC 3Y 3.22% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 3.0% GPM Growth Investors, Inc. 3Y 2.91% CENTRAL VALLEY ADVISORS, LLC 2.8% VISTA INVESTMENT MANAGEMENT 3Y 7Y 2.63% Horizons Wealth Management 3Y 2.58% Capital Investment Counsel, LLC 2.44%
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