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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

Yes. Envestnet holds 125,681 shares of BSMW, worth $3.2M, as of its Q2 2026 13F filing. It increased the position by 8,505 shares (+7.3%) from Q1 2026. Envestnet has held BSMW since Q4 2023, across 11 quarterly 13F filings.

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%$24.85
28
2026-Q1
Increased
117,176
+81.8%
$2.9M0.0%$24.37
41
2025-Q4
Increased
64,434
+104.6%
$1.6M0.0%$24.43
41
2025-Q3
Decreased
31,487
-6.6%
$786,3880.0%$24.11
0
2025-Q2
Decreased
33,718
-33.1%
$825,4110.0%$23.43
0
2025-Q1
Increased
50,375
+12.1%
$1.2M0.0%$23.35
28
2024-Q4
Increased
44,938
+118.1%
$1.1M0.0%$23.62
41
2024-Q3
Decreased
20,607
-10.8%
$528,1520.0%$23.73
0

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

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