Ownership history in Straight Path Wealth Management · 8 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 (BSCV). 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 | 249,269 | +22,454 | +9.9% | 1.12% | $4.2M | $16.57 |
| 2025 Q3 | ADDED | 226,815 | +41,137 | +22.2% | 1.02% | $3.8M | $16.37 |
| 2025 Q2 | ADDED | 185,678 | +52,223 | +39.1% | 1.04% | $3.1M | $16.03 |
| 2025 Q1 | ADDED | 133,455 | +26,769 | +25.1% | 0.88% | $2.2M | $15.62 |
| 2024 Q4 | ADDED | 106,686 | +65,812 | +161.0% | 0.68% | $1.7M | $15.20 |
| 2024 Q3 | ADDED | 40,874 | +13,048 | +46.9% | 0.29% | $681K | $15.60 |
| 2024 Q2 | ADDED | 27,826 | +14,780 | +113.3% | 0.23% | $444K | $14.74 |
| 2024 Q1 | INITIATED | 13,046 | — | — | 0.12% | $210K | — |
As of 2025 Q4 — sorted by position size