Back to Equitable Holdings, Inc. Equitable Holdings, Inc.

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10 quarters

Position history for Equitable Holdings, Inc.Equitable Holdings, Inc.'s holdings in INVESCO EXCH TRD SLF IDX FD

Yes. Equitable Holdings holds 41,904 shares of BSMW, worth $1.1M, as of its Q2 2026 13F filing. It reduced the position by 1,966 shares (-4.5%) from Q1 2026. Equitable Holdings has held BSMW since Q1 2024, across 10 quarterly 13F filings.

Current Value

$1.1M

Current Shares

41,904

Total Value Change

+$323,593

Total Shares Change

+13,298

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
41,904
-4.5%
$1.1M0.0%$24.85
0
2026-Q1
Increased
43,870
+6.0%
$1.1M0.0%$24.37
27
2025-Q4
Decreased
41,404
-1.6%
$1M0.0%$24.43
0
2025-Q3
Increased
42,059
+4.7%
$1.1M0.0%$24.11
26
2025-Q2
Increased
40,166
+15.5%
$983,2640.0%$23.43
29
2025-Q1
Increased
34,783
+11.5%
$855,6620.0%$23.35
28
2024-Q4
Increased
31,187
+8.7%
$782,4820.0%$23.62
27
2024-Q3
Increased
28,683
+4.3%
$735,1450.0%$23.73
26
2024-Q2
Decreased
27,507
-3.8%
$693,4510.0%$23.14
0
2024-Q1
New
28,606
-
$729,8820.0%$23.22
34

Other major holders of BSMW: MORGAN STANLEY, LPL Financial LLC

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