Sax Wealth Advisors, LLC Invesco ETF Self Indexed Fd Tr Transaction History

Sax Wealth Advisors, LLC

$2.07 Billion
Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Invesco ETF Self Indexed Fd Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 28,090 shares of BSCV stock, worth $467,417. This represents 0.02% of its overall portfolio holdings.

Number of Shares

28,090

Previous 27,850 0.86%

Holding current value

$467,417

Previous $464,000 0.65%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$16.62 - $16.82 $3,988 - $4,036	240 Added 0.86%	28,090 $467,000
Q3 2025 Oct 20, 2025	BUY	$16.39 - $16.83 $41,728 - $42,849	2,546 Added 10.06%	27,850 $464,000
Q2 2025 Jul 23, 2025	BUY	$15.97 - $16.53 $32,930 - $34,084	2,062 Added 8.87%	25,304 $418,000
Q1 2025 May 14, 2025	BUY	$15.87 - $16.38 $66,527 - $68,664	4,192 Added 22.01%	23,242 $379,000
Q4 2024 Jan 15, 2025	BUY	$16.02 - $16.72 $20,986 - $21,903	1,310 Added 7.38%	19,050 $305,000

Q3 2024 Oct 17, 2024	BUY	$15.89 - $16.79 $10,821 - $11,433	681 Added 3.99%	17,740 $295,000
Q2 2024 Jul 12, 2024	BUY	$15.64 - $16.14 $266,802 - $275,332	17,059 New	17,059 $272,000

Others Institutions Holding BSCV

# of Institutions

177

Shares Held

64.6M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF SELF-INDEXED FD TR

Ticker BSCV

More about BSCV

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Sax Wealth Advisors, LLC Invesco ETF Self Indexed Fd Tr Transaction History