Sax Wealth Advisors, LLC Invesco Exc Self Ind Tr Transaction History

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Exc Self Ind Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 36,761 shares of BSCU stock, worth $620,158. This represents 0.03% of its overall portfolio holdings.

Number of Shares
36,761
Previous 34,812 5.6%
Holding current value
$620,158
Previous $584,000 6.34%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 20, 2025
BUY
$16.67 - $17.03 $32,489 - $33,191
1,949 Added 5.6%
36,761 $621,000
Q2 2025

Jul 23, 2025
BUY
$16.31 - $16.78 $102,557 - $105,512
6,288 Added 22.04%
34,812 $584,000
Q1 2025

May 14, 2025
BUY
$16.2 - $16.64 $66,727 - $68,540
4,119 Added 16.88%
28,524 $473,000
Q4 2024

Jan 15, 2025
BUY
$16.32 - $16.99 $14,704 - $15,307
901 Added 3.83%
24,405 $399,000
Q3 2024

Oct 17, 2024
BUY
$16.19 - $17.05 $105,056 - $110,637
6,489 Added 38.14%
23,504 $398,000
Q2 2024

Jul 12, 2024
BUY
$15.95 - $16.42 $271,389 - $279,386
17,015 New
17,015 $276,000

Others Institutions Holding BSCU

# of Institutions
254
Shares Held
99.7M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXC SELF-IND TR

BSCU Quotes by TradingView
  • Ticker BSCU
  • Sector ETFs
  • Industry ETFs
More about BSCU
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