Asset Dedication, LLC BSJX β€” INVESCO EXCH TRD SLF IDX FD

Ownership history in Asset Dedication, LLC  Β·  1 quarter on record

AI Ownership Summary

Asset Dedication, LLC reported INVESCO EXCH TRD SLF IDX FD (BSJX) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows BSJX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BSJX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Asset Dedication, LLC's position in INVESCO EXCH TRD SLF IDX FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BSJX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Asset Dedication, LLC held BSJX β€” position size vs. price
% of Fund (quarterly)    BSJX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 787 β€” β€” 0.00% $20K 2026-07-30 $24.98

🏒 Other funds also holding BSJX

As of 2026 Q2 β€” sorted by position size

4Thought Financial Group Inc. 3Y 0.21% Community Financial Services Group, LLC 3Y 7Y 0.0%

FAQ About Asset Dedication, LLC and BSJX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Asset Dedication, LLC reported owning BSJX?

Asset Dedication, LLC reported BSJX across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported BSJX position in Asset Dedication, LLC's portfolio?

The largest reported portfolio weight for BSJX was 0.00% in 2026 Q2.

What is the latest reported BSJX position on this page?

The most recent filing on this page is 2026 Q2, when Asset Dedication, LLC reported 787 shares, equal to 0.00% of portfolio, with an estimated market value of $20K.

What does the chart on this BSJX ownership page compare?

The chart compares Asset Dedication, LLC's quarterly BSJX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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