Waycross Investment Management Co BSCU — INVESCO EXCH TRD SLF IDX FD

Ownership history in Waycross Investment Management Co  ·  8 quarters on record

AI Ownership Summary

Waycross Investment Management Co reported INVESCO EXCH TRD SLF IDX FD (BSCU) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 7.43% in 2025 Q1. The latest visible filing shows BSCU at 4.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BSCU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Waycross Investment Management Co's position in INVESCO EXCH TRD SLF IDX FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BSCU was reported at 4.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.43% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BSCU stock page Waycross Investment Management Co fund profile Waycross Investment Management Co full holdings
How Waycross Investment Management Co held BSCU — position size vs. price
% of Fund (quarterly)    BSCU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 369,413 +1,230 +0.3% 4.68% $6.1M 2026-07-14 $16.53
2026 Q1 REDUCED — — — 368,183 -13,109 -3.4% 5.88% $6.2M 2026-04-13 $16.56
2025 Q4 REDUCED — — — 381,292 -139 -0.0% 5.67% $6.5M 2026-01-08 $16.47
2025 Q3 REDUCED — — — 381,431 -14,974 -3.8% 6.58% $6.4M 2025-10-23 $16.40
2025 Q2 REDUCED — — — 396,405 -1,018 -0.3% 6.92% $6.7M 2025-07-23 $15.98
2025 Q1 REDUCED — — — 397,423 -4,103 -1.0% 7.43% $6.6M 2025-04-08 $15.42
2024 Q4 ADDED — — — 401,526 +2,026 +0.5% 6.92% $6.6M 2025-01-14 $15.07
2024 Q3 INITIATED — — — 399,500 — — 6.24% $6.8M 2024-10-04 $15.44

🏢 Other funds also holding BSCU

As of 2026 Q2 — sorted by position size

TLWM 3Y 7Y 5.01% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 2.96% Ledgewood Wealth Advisors, LLC 2.89% Infinity Wealth Counsel, LLC 2.82% Capital Investment Counsel, LLC 2.6% KIRR MARBACH & CO LLC /IN/ 3Y 7Y 1.93% Clark Asset Management, LLC 1.83% Red Spruce Capital, LLC 3Y 1.18% BCS Wealth Management 3Y 0.94% Camelot Portfolios, LLC 3Y 7Y 0.78%

FAQ About Waycross Investment Management Co and BSCU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Waycross Investment Management Co reported owning BSCU?

Waycross Investment Management Co reported BSCU across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported BSCU position in Waycross Investment Management Co's portfolio?

The largest reported portfolio weight for BSCU was 7.43% in 2025 Q1.

What is the latest reported BSCU position on this page?

The most recent filing on this page is 2026 Q2, when Waycross Investment Management Co reported 369,413 shares, equal to 4.68% of portfolio, with an estimated market value of $6.1M.

What does the chart on this BSCU ownership page compare?

The chart compares Waycross Investment Management Co's quarterly BSCU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Waycross Investment Management Co time their BSCU position?

Based on 13F filing dates vs. subsequent BSCU price moves, Waycross Investment Management Co correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on BSCU relative to SPY over the holding period was -11.9%.

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