Ownership history in TLWM · 9 quarters on record
This page tracks every 13F SEC filing in which TLWM 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 Q3 | UNCHANGED | 63,041 | — | 0% | 0.19% | $1.1M | $16.37 |
| 2025 Q2 | REDUCED | 63,041 | -9,589 | -13.2% | 0.20% | $1.0M | $16.03 |
| 2025 Q1 | REDUCED | 72,630 | -350 | -0.5% | 0.24% | $1.2M | $15.62 |
| 2024 Q4 | ADDED | 72,980 | +2,424 | +3.4% | 0.23% | $1.2M | $15.20 |
As of 2025 Q4 — sorted by position size