Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

BSMVBSMV
6 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 60,488 shares of BSMV, worth $1.3M, as of its Q2 2026 13F filing. It increased the position by 4,405 shares (+7.9%) from Q1 2026. United Capital Financial Advisors has held BSMV since Q1 2025, across 6 quarterly 13F filings.

Current Value

$1.3M

Current Shares

60,488

Total Value Change

+$1.1M

Total Shares Change

+50,820

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
60,488
+7.8%
$1.3M0.0%$20.77
27
2026-Q1
Increased
56,083
+40.2%
$1.2M0.0%$20.51
33
2025-Q4
Increased
40,000
+27.6%
$845,3980.0%$20.62
31
2025-Q3
Increased
31,345
+80.8%
$658,5590.0%$20.35
38
2025-Q2
Increased
17,334
+79.3%
$357,4270.0%$19.83
36
2025-Q1
New
9,668
-
$200,4180.0%$19.78
32

Other major holders of BSMV: LPL Financial LLC, HighTower Advisors, LLC

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