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BSMYBSMY
3 quarters

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

Yes. Sequoia Financial Advisors holds 24,212 shares of BSMY, worth $596,858, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. Sequoia Financial Advisors has held BSMY since Q4 2025, across 3 quarterly 13F filings.

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%$24.35
0
2026-Q1
Decreased
24,212
-22.1%
$587,3300.0%$23.74
0
2025-Q4
New
31,062
-
$763,5410.0%$23.85
34

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

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