Sax Wealth Advisors, LLC Invesco Index Fd Tr Bulletshar Transaction History

Sax Wealth Advisors, LLC

$2.07 Billion
Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Index Fd Tr Bulletshar stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 40,116 shares of BSCT stock, worth $754,180. This represents 0.04% of its overall portfolio holdings.

Number of Shares

40,116

Previous 39,611 1.27%

Holding current value

$754,180

Previous $745,000 1.21%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$18.77 - $18.93 $9,478 - $9,559	505 Added 1.27%	40,116 $754,000
Q3 2025 Oct 20, 2025	BUY	$18.61 - $18.94 $64,185 - $65,324	3,449 Added 9.54%	39,611 $745,000
Q2 2025 Jul 23, 2025	BUY	$18.28 - $18.7 $194,298 - $198,762	10,629 Added 41.63%	36,162 $676,000
Q1 2025 May 14, 2025	BUY	$18.18 - $18.58 $66,902 - $68,374	3,680 Added 16.84%	25,533 $473,000
Q4 2024 Jan 15, 2025	BUY	$18.28 - $18.87 $14,733 - $15,209	806 Added 3.83%	21,853 $400,000

Q3 2024 Oct 17, 2024	BUY	$18.12 - $18.92 $105,512 - $110,171	5,823 Added 38.25%	21,047 $395,000
Q2 2024 Jul 12, 2024	BUY	$17.89 - $18.3 $272,357 - $278,599	15,224 New	15,224 $276,000

Others Institutions Holding BSCT

# of Institutions

312

Shares Held

104M

Call Options Held

Put Options Held

View Full List

About INVESCO INDEX FD TR BULLETSHAR

Ticker BSCT
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Invesco Index Fd Tr Bulletshar Transaction History