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BSMYBSMY
7 quarters

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

LPL Financial LLC holds 279,144 shares of BSMY (INVESCO EXCH TRD SLF IDX FD), worth $6.9M as of 2026-Q2. The position was increased (+12.0% shares). BSMY represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$6.9M

Current Shares

279,144

Total Value Change

+$5.8M

Total Shares Change

+233,956

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
279,144
+12.0%
$6.9M0.0%$24.58
31
2026-Q1
Decreased
249,176
-6.3%
$6M0.0%$23.96
0
2025-Q4
Increased
265,983
+1.8%
$6.5M0.0%$24.07
28
2025-Q3
Increased
261,272
+14.4%
$6.4M0.0%$23.61
31
2025-Q2
Decreased
228,435
-4.5%
$5.4M0.0%$22.83
0
2025-Q1
Increased
239,271
+429.5%
$5.8M0.0%$22.92
44
2024-Q4
New
45,188
-
$1.1M0.0%$23.19
35

Other major holders of BSMY: RAYMOND JAMES FINANCIAL INC

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