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8 quarters

Position history for HighTower Advisors, LLCHighTower Advisors, LLC's holdings in INVESCO EXCH TRD SLF IDX FD

Yes. HighTower Advisors holds 96,848 shares of BSMW, worth $2.4M, as of its Q2 2026 13F filing. It reduced the position by 9,336 shares (-8.8%) from Q1 2026. HighTower Advisors has held BSMW since Q3 2024, across 8 quarterly 13F filings.

Current Value

$2.4M

Current Shares

96,848

Total Value Change

+$1.7M

Total Shares Change

+68,127

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
96,848
-8.8%
$2.4M0.0%$24.85
0
2026-Q1
Increased
106,184
+94.4%
$2.6M0.0%$24.37
42
2025-Q4
Increased
54,628
+65.5%
$1.4M0.0%$24.43
37
2025-Q3
Increased
33,006
+26.7%
$824,3350.0%$24.11
31
2025-Q2
Decreased
26,058
-6.1%
$637,9000.0%$23.43
0
2025-Q1
Decreased
27,754
-2.0%
$682,7480.0%$23.35
0
2024-Q4
Decreased
28,316
-1.4%
$710,4480.0%$23.62
0
2024-Q3
New
28,721
-
$733,0000.0%$23.73
34

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

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