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BSMZBSMZ
3 quarters

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

Yes. LPL Financial holds 180,678 shares of BSMZ, worth $4.6M, as of its Q2 2026 13F filing. It increased the position by 30,247 shares (+20.1%) from Q1 2026. LPL Financial has held BSMZ since Q4 2025, across 3 quarterly 13F filings.

Current Value

$4.6M

Current Shares

180,678

Total Value Change

+$4.3M

Total Shares Change

+168,135

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
180,678
+20.1%
$4.6M0.0%$25.46
32
2026-Q1
Increased
150,431
+1099.3%
$3.8M0.0%$24.72
43
2025-Q4
New
12,543
-
$319,0310.0%$24.84
33

Other major holders of BSMZ: Invesco Ltd., JANE STREET GROUP, LLC, HighTower Advisors, LLC

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