A detailed history of Montag A & Associates Inc transactions in Invesco Exc Self Ind Tr stock. As of the latest transaction made, Montag A & Associates Inc holds 13,667 shares of BSCU stock, worth $230,562. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,667
Previous 4,699 190.85%
Holding current value
$230,562
Previous $78,000 194.87%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$16.67 - $17.03 $149,496 - $152,725
8,968 Added 190.85%
13,667 $230,000
Q2 2025

Aug 07, 2025

BUY
$16.31 - $16.78 $24,464 - $25,170
1,500 Added 46.89%
4,699 $78,000
Q1 2025

May 05, 2025

BUY
$16.2 - $16.64 $51,823 - $53,231
3,199 New
3,199 $53,000

Others Institutions Holding BSCU

About INVESCO EXC SELF-IND TR


  • Ticker BSCU
  • Sector ETFs
  • Industry ETFs
More about BSCU
Track This Portfolio

Track Montag A & Associates Inc Portfolio

Follow Montag A & Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.