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Showing 8 of 11 quarters

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

ENVESTNET ASSET MANAGEMENT INC holds 125,681 shares of BSMW (INVESCO EXCH TRD SLF IDX FD), worth $3.2M as of 2026-Q2. The position was increased (+7.3% shares). BSMW represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$3.2M

Current Shares

125,681

Total Value Change

+$2.6M

Total Shares Change

+105,074

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
125,681
+7.3%
$3.2M0.0%$25.07
28
2026-Q1
Increased
117,176
+81.8%
$2.9M0.0%$24.58
41
2025-Q4
Increased
64,434
+104.6%
$1.6M0.0%$24.64
41
2025-Q3
Decreased
31,487
-6.6%
$786,3880.0%$24.32
0
2025-Q2
Decreased
33,718
-33.1%
$825,4110.0%$23.64
0
2025-Q1
Increased
50,375
+12.1%
$1.2M0.0%$23.55
28
2024-Q4
Increased
44,938
+118.1%
$1.1M0.0%$23.82
41
2024-Q3
Decreased
20,607
-10.8%
$528,1520.0%$23.93
0

Other major holders of BSMW: MORGAN STANLEY, LPL Financial LLC

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