SEC 13F Intelligence

Lokken Investment Group LLC / BSCQ

Lokken Investment Group LLC’s Invesco Exch Trd Slf Idx Fd Position

Does Lokken Investment Group LLC own Invesco Exch Trd Slf Idx Fd (BSCQ)? Not currently — the last reported position was 227.1K shares worth $4M in Q1 2024; the fund’s latest 13F (Q3 2025) no longer reports it.

Position Value
$4M
Q1 2024
Shares
227.1K
% of Portfolio
+2.17%
Quarters Held
5
position exited

Position History BSCQ

Reported value by quarter
Q1 ’23: $224,134Q1 ’23Q2 ’23: $4MQ2 ’23Q3 ’23: $4MQ3 ’23Q4 ’23: $4MQ4 ’23Q1 ’24: $4MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024227.1K$4M+2.17%
Q4 2023214.8K$4M+2.34%
Q3 2023207.9K$4M+2.56%
Q2 2023198.3K$4M+2.45%
Q1 202311.7K$224,134+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lokken Investment Group LLC’s full portfolio or all institutional holders of BSCQ.