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BSMRBSMR
Showing 8 of 15 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in INVESCO EXCH TRD SLF IDX FD

Yes. Envestnet holds 131,780 shares of BSMR, worth $3.1M, as of its Q2 2026 13F filing. It increased the position by 7,045 shares (+5.7%) from Q1 2026. Envestnet has held BSMR since Q4 2022, across 15 quarterly 13F filings.

Current Value

$3.1M

Current Shares

131,780

Total Value Change

+$1.4M

Total Shares Change

+61,193

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
131,780
+5.7%
$3.1M0.0%$23.42
28
2026-Q1
Increased
124,735
+7.9%
$3M0.0%$23.28
28
2025-Q4
Decreased
115,573
-4.8%
$2.7M0.0%$23.13
0
2025-Q3
Decreased
121,416
-7.2%
$2.9M0.0%$22.98
0
2025-Q2
Decreased
130,764
-9.1%
$3.1M0.0%$22.63
0
2025-Q1
Increased
143,860
+20.4%
$3.4M0.0%$22.54
32
2024-Q4
Increased
119,520
+69.3%
$2.8M0.0%$22.44
39
2024-Q3
Increased
70,587
+12.6%
$1.7M0.0%$22.37
29

Other major holders of BSMR: MORGAN STANLEY

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