Sax Wealth Advisors, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

Sax Wealth Advisors, LLC

$2.07 Billion
Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 36,013 shares of BSCQ stock, worth $705,494. This represents 0.03% of its overall portfolio holdings.

Number of Shares

36,013

Previous 35,535 1.35%

Holding current value

$705,494

Previous $695,000 1.44%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$19.54 - $19.6 $9,340 - $9,368	478 Added 1.35%	36,013 $705,000
Q3 2025 Oct 20, 2025	BUY	$19.49 - $19.61 $34,146 - $34,356	1,752 Added 5.19%	35,535 $695,000
Q2 2025 Jul 23, 2025	BUY	$19.44 - $19.56 $165,278 - $166,299	8,502 Added 33.63%	33,783 $659,000
Q1 2025 May 14, 2025	SELL	$19.42 - $19.54 $1,689 - $1,699	-87 Reduced 0.34%	25,281 $492,000
Q4 2024 Jan 15, 2025	BUY	$19.38 - $19.58 $20,814 - $21,028	1,074 Added 4.42%	25,368 $492,000

Q3 2024 Oct 17, 2024	BUY	$19.2 - $19.63 $180,249 - $184,286	9,388 Added 62.98%	24,294 $475,000
Q2 2024 Jul 12, 2024	BUY	$19.08 - $19.25 $284,406 - $286,940	14,906 New	14,906 $285,000

Others Institutions Holding BSCQ

# of Institutions

436

Shares Held

179M

Call Options Held

Put Options Held

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About INVESCO ET SELF IDXD FD TR BUL

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Sax Wealth Advisors, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History