Back to D.A. DAVIDSON & CO. D.A. DAVIDSON & CO.

BSMYBSMY
5 quarters

Position history for D.A. DAVIDSON & CO.D.A. DAVIDSON & CO.'s holdings in INVESCO EXCH TRD SLF IDX FD

D.A. DAVIDSON & CO. holds 102,325 shares of BSMY (INVESCO EXCH TRD SLF IDX FD), worth $2.5M as of 2026-Q2. The position was increased (+6.8% shares). BSMY represents 0.0% of D.A. DAVIDSON & CO.'s portfolio.

Current Value

$2.5M

Current Shares

102,325

Total Value Change

+$989,856

Total Shares Change

+37,703

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
102,325
+6.8%
$2.5M0.0%$24.58
28
2026-Q1
Increased
95,856
+6.7%
$2.3M0.0%$23.96
28
2025-Q4
Increased
89,879
+9.3%
$2.2M0.0%$24.07
28
2025-Q3
Increased
82,208
+27.2%
$2M0.0%$23.61
32
2025-Q2
New
64,622
-
$1.5M0.0%$22.83
35

Other major holders of BSMY: RAYMOND JAMES FINANCIAL INC, LPL Financial LLC

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