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BSMZBSMZ
3 quarters

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

STIFEL FINANCIAL CORP holds 38,897 shares of BSMZ (INVESCO EXCH TRD SLF IDX FD), worth $997,128 as of 2026-Q2. The position was decreased (-14.3% shares). BSMZ represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$997,128

Current Shares

38,897

Total Value Change

+$242,038

Total Shares Change

+9,210

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
38,897
-14.3%
$997,1280.0%$25.55
0
2026-Q1
Increased
45,379
+52.9%
$1.1M0.0%$24.81
35
2025-Q4
New
29,687
-
$755,0900.0%$24.92
34

Other major holders of BSMZ: LPL Financial LLC, Invesco Ltd.

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