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BSJQBSJQ
Showing 7 of 12 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in INVESCO EXCH TRD SLF IDX FD

Yes. United Capital Financial Advisors holds 377,575 shares of BSJQ, worth $8.7M, as of its Q2 2026 13F filing. It reduced the position by 16,583 shares (-4.2%) from Q1 2026. United Capital Financial Advisors has held BSJQ since Q4 2024, across 7 quarterly 13F filings.

Current Value

$8.7M

Current Shares

377,575

Total Value Change

+$854,894

Total Shares Change

+41,768

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
377,575
-4.2%
$8.7M0.0%$22.61
0
2026-Q1
Decreased
394,158
-3.6%
$9.1M0.1%$22.51
0
2025-Q4
Increased
408,944
+16.1%
$9.5M0.1%$22.36
32
2025-Q3
Increased
352,314
+1.3%
$8.2M0.1%$22.11
28
2025-Q2
Decreased
347,693
-3.1%
$8.1M0.1%$21.70
0
2025-Q1
Increased
358,661
+6.8%
$8.3M0.1%$21.23
29
2024-Q4
New
335,807
-
$7.8M0.1%$20.98
38

Other major holders of BSJQ: UBS Group AG, LPL Financial LLC

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