Back to LPL Financial LLC LPL Financial LLC

BSMTBSMT
17 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in INVESCO EXCH TRD SLF IDX FD

LPL Financial LLC holds 324,270 shares of BSMT (INVESCO EXCH TRD SLF IDX FD), worth $7.5M as of 2026-Q2. The position was increased (+8.3% shares). BSMT represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$7.5M

Current Shares

324,270

Total Value Change

+$7.2M

Total Shares Change

+313,401

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
324,270
+8.3%
$7.5M0.0%$22.98
30
2026-Q1
Increased
299,559
+10.2%
$6.9M0.0%$22.81
30
2025-Q4
Increased
271,820
+9.6%
$6.3M0.0%$22.79
30
2025-Q3
Increased
247,954
+15.1%
$5.7M0.0%$22.59
31
2025-Q2
Increased
215,478
+1.0%
$4.9M0.0%$22.05
27
2025-Q1
Increased
213,416
+22.1%
$4.9M0.0%$21.91
32
2024-Q4
Increased
174,762
+33.4%
$4M0.0%$21.95
34
2024-Q3
Increased
131,056
+54.6%
$3M0.0%$22.12
37
2024-Q2
Increased
84,750
+12.3%
$1.9M0.0%$21.62
29
2024-Q1
Increased
75,472
+3.2%
$1.8M0.0%$21.77
27
2023-Q4
Increased
73,152
+15.9%
$1.7M0.0%$21.87
30
2023-Q3
Increased
63,104
+32.6%
$1.4M0.0%$20.45
33
2023-Q2
Increased
47,598
+27.8%
$1.1M0.0%$21.10
31
2023-Q1
Increased
37,244
+9.7%
$871,0340.0%$21.33
27
2022-Q4
Increased
33,941
+126.3%
$777,0930.0%$20.75
40
2022-Q3
Increased
15,001
+38.0%
$329,0000.0%$19.80
31
2022-Q2
New
10,869
-
$249,0000.0%$20.60
32

Other major holders of BSMT: Steward Partners Investment Advisory, LLC, WELLS FARGO & COMPANY/MN

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used