BSCX — INVESCO EXCH TRD SLF IDX FD

Ownership history in TLWM  ·  5 quarters on record

This page tracks every 13F SEC filing in which TLWM reported a position in INVESCO EXCH TRD SLF IDX FD (BSCX). 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
0.32% (2025 Q1)
Avg. % of fund
0.27%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 77,537 — 0% 0.30% $1.7M $21.05
2025 Q2 UNCHANGED 77,537 — 0% 0.31% $1.6M $20.53
2025 Q1 UNCHANGED 77,537 — 0% 0.32% $1.6M $19.97
2024 Q4 ADDED 77,537 +58,000 +296.9% 0.31% $1.6M $19.48
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% of Fund (quarterly)    BSCX price (monthly, adj. close)

Other funds also holding BSCX

As of 2025 Q4 — sorted by position size

BCS Wealth Management 3Y 1.89% Addison Advisors LLC 3Y 1.21% Motley Fool Wealth Management, LLC 3Y 7Y 1.11% Aptus Capital Advisors, LLC 3Y 7Y 1.06% Clearstead Advisors, LLC 3Y 7Y 0.66% NOTTINGHAM ADVISORS, INC. 3Y 7Y 0.57% AA Financial Advisors, LLC 0.49% COOKSON PEIRCE & CO INC 3Y 7Y 0.44% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 0.36% Asset Dedication, LLC 3Y 7Y 0.32%
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