PRECEDENT WEALTH PARTNERS, LLC BSMQ — INVESCO EXCH TRD SLF IDX FD

Ownership history in PRECEDENT WEALTH PARTNERS, LLC  ·  11 quarters on record

AI Ownership Summary

PRECEDENT WEALTH PARTNERS, LLC reported INVESCO EXCH TRD SLF IDX FD (BSMQ) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.67% in 2025 Q3. The latest visible filing shows BSMQ at 0.50% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSMQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRECEDENT WEALTH PARTNERS, 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

BSMQ was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 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.

BSMQ stock page PRECEDENT WEALTH PARTNERS, LLC fund profile PRECEDENT WEALTH PARTNERS, LLC full holdings
How PRECEDENT WEALTH PARTNERS, LLC held BSMQ — position size vs. price
% of Fund (quarterly)    BSMQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 127,638 +2,325 +1.9% 0.50% $3.0M 2026-07-21 $23.51
2026 Q1 ADDED — — — 125,313 +2,925 +2.4% 0.59% $3.0M 2026-04-14 $23.42
2025 Q4 REDUCED — — — 122,388 -6,289 -4.9% 0.61% $2.9M 2026-01-07 $23.25
2025 Q3 ADDED — — — 128,677 +17,592 +15.8% 0.67% $3.0M 2025-10-14 $23.10
2025 Q2 ADDED — — — 111,085 +10,046 +9.9% 0.64% $2.6M 2025-07-21 $22.87
2025 Q1 ADDED — — — 101,039 +32,335 +47.1% 0.66% $2.4M 2025-04-17 $22.47
2024 Q4 ADDED — — — 68,704 +2,740 +4.2% 0.53% $1.6M 2025-01-21 $22.62
2024 Q3 ADDED — — — 65,964 +11,943 +22.1% 0.52% $1.6M 2024-10-17 $22.45
2024 Q2 ADDED — — — 54,021 +8,248 +18.0% 0.51% $1.3M 2024-07-23 $22.27
2024 Q1 ADDED — — — 45,773 +11,110 +32.1% 0.46% $1.1M 2024-04-23 $22.03
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BSMQ

As of 2026 Q2 — sorted by position size

Farnam Financial LLC 1.13% Financial Solutions Advisory Group, Inc. 0.33% HOWARD WEALTH MANAGEMENT, LLC 3Y 0.22% VOISARD ASSET MANAGEMENT GROUP, INC. 0.18% MEMBERS WEALTH LLC 0.17% YANKCOM Partnership 0.16% Legacy Private Trust Co. 3Y 7Y 0.13% Cambridge Financial Group, LLC 0.12% SENTINEL PENSION ADVISORS, LLC 3Y 0.11% Accurate Wealth Management, LLC 3Y 0.1%

FAQ About PRECEDENT WEALTH PARTNERS, LLC and BSMQ

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

How long has PRECEDENT WEALTH PARTNERS, LLC reported owning BSMQ?

PRECEDENT WEALTH PARTNERS, LLC reported BSMQ across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BSMQ position in PRECEDENT WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for BSMQ was 0.67% in 2025 Q3.

What is the latest reported BSMQ position on this page?

The most recent filing on this page is 2026 Q2, when PRECEDENT WEALTH PARTNERS, LLC reported 127,638 shares, equal to 0.50% of portfolio, with an estimated market value of $3.0M.

What does the chart on this BSMQ ownership page compare?

The chart compares PRECEDENT WEALTH PARTNERS, LLC's quarterly BSMQ 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.

How well did PRECEDENT WEALTH PARTNERS, LLC time their BSMQ position?

Based on 13F filing dates vs. subsequent BSMQ price moves, PRECEDENT WEALTH PARTNERS, LLC correctly timed 8 out of 10 reported position changes (80%). The annualised alpha on BSMQ relative to SPY over the holding period was -15.3%.

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