Question 1

How many shares of BSMW does MORGAN STANLEY own?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY holds 516,887 shares of BSMW (INVESCO EXCH TRD SLF IDX FD).

Question 2

What is MORGAN STANLEY's BSMW position worth?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY's BSMW position is worth $13M.

Question 3

Is MORGAN STANLEY buying or selling BSMW?

Accepted Answer

In 2026-Q2, MORGAN STANLEY increased their BSMW position (+11.3% change in shares).

Question 4

When did MORGAN STANLEY first buy BSMW?

Accepted Answer

Based on available 13F filings, MORGAN STANLEY first reported a position in BSMW in 2024-Q3. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	516,887	+11.3%	$13M	0.0%	$25.07	31
2026-Q1	Increased	464,271	+5.9%	$11.5M	0.0%	$24.58	30
2025-Q4	Increased	438,308	+38.3%	$11M	0.0%	$24.64	37
2025-Q3	Increased	317,035	+4.2%	$7.9M	0.0%	$24.32	29
2025-Q2	Decreased	304,283	-3.5%	$7.4M	0.0%	$23.64	0
2025-Q1	Increased	315,270	+1.4%	$7.8M	0.0%	$23.55	28
2024-Q4	Increased	311,013	+8.0%	$7.8M	0.0%	$23.82	30
2024-Q3	Increased	287,895	+9.5%	$7.4M	0.0%	$23.93	30

BSMWShowing 8 of 9 quarters

BSMW
Showing 8 of 9 quarters