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BSMYBSMY
7 quarters

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

Yes. LPL Financial holds 279,144 shares of BSMY, worth $6.9M, as of its Q2 2026 13F filing. It increased the position by 29,968 shares (+12.0%) from Q1 2026. LPL Financial has held BSMY since Q4 2024, across 7 quarterly 13F filings.

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%$24.35
31
2026-Q1
Decreased
249,176
-6.3%
$6M0.0%$23.74
0
2025-Q4
Increased
265,983
+1.8%
$6.5M0.0%$23.85
28
2025-Q3
Increased
261,272
+14.4%
$6.4M0.0%$23.39
31
2025-Q2
Decreased
228,435
-4.5%
$5.4M0.0%$22.61
0
2025-Q1
Increased
239,271
+429.5%
$5.8M0.0%$22.71
44
2024-Q4
New
45,188
-
$1.1M0.0%$22.97
35

Other major holders of BSMY: RAYMOND JAMES FINANCIAL INC

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