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3 quarters

Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in INVESCO EXCH TRD SLF IDX FD

Sequoia Financial Advisors, LLC holds 24,212 shares of BSMY (INVESCO EXCH TRD SLF IDX FD), worth $596,858 as of 2026-Q2. BSMY represents 0.0% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$596,858

Current Shares

24,212

Total Value Change

-$166,683

Total Shares Change

-6,850

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
24,212
0.0%
$596,8580.0%$24.58
0
2026-Q1
Decreased
24,212
-22.1%
$587,3300.0%$23.96
0
2025-Q4
New
31,062
-
$763,5410.0%$24.07
34

Other major holders of BSMY: RAYMOND JAMES FINANCIAL INC, LPL Financial LLC

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