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

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 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 34,812 shares of BSCU stock, worth $589,715. This represents 0.04% of its overall portfolio holdings.

Number of Shares

34,812

Previous 28,524 22.04%

Holding current value

$589,715

Previous $473,000 23.47%

% of portfolio

0.04%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

234

Shares Held

86.7M

Call Options Held

Put Options Held

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About INVESCO EXC SELF-IND TR

Ticker BSCU
Sector ETFs
Industry ETFs

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