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15 quarters

Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in INVESCO EXCH TRD SLF IDX FD

STIFEL FINANCIAL CORP holds 72,758 shares of BSMV (INVESCO EXCH TRD SLF IDX FD), worth $1.5M as of 2026-Q2. The position was decreased (-14.5% shares). BSMV represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$1.5M

Current Shares

72,758

Total Value Change

+$1.2M

Total Shares Change

+58,883

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
72,758
-14.5%
$1.5M0.0%$20.88
0
2026-Q1
Increased
85,108
+25.4%
$1.8M0.0%$20.62
32
2025-Q4
Increased
67,870
+52.0%
$1.4M0.0%$20.72
36
2025-Q3
Increased
44,636
+18.8%
$937,8020.0%$20.46
29
2025-Q2
Increased
37,572
+91.2%
$774,7360.0%$19.93
39
2025-Q1
Increased
19,651
+49.5%
$407,3650.0%$19.88
33
2024-Q4
Decreased
13,144
-21.5%
$275,1020.0%$19.92
0
2024-Q3
Increased
16,747
+56.5%
$356,7950.0%$20.13
34
2024-Q2
Decreased
10,698
-22.8%
$224,2270.0%$19.65
0
2024-Q1
Increased
13,848
+0.8%
$295,1010.0%$19.82
24
2023-Q4
New
13,737
-
$297,2700.0%$19.98
32
2022-Q4
Exited
0
-100.0%
$00.0%$18.67
0
2022-Q3
Increased
13,349
+6.4%
$263,0000.0%$17.58
25
2022-Q2
Decreased
12,542
-9.6%
$260,0000.0%$18.38
0
2022-Q1
New
13,875
-
$311,0000.0%$19.74
32

Other major holders of BSMV: LPL Financial LLC, HighTower Advisors, LLC

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