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BSMUBSMU
21 quarters

Position history for UBS Group AGUBS Group AG's holdings in INVESCO EXCH TRD SLF IDX FD

Yes. Ubs holds 248,848 shares of BSMU, worth $5.5M, as of its Q2 2026 13F filing. It reduced the position by 47,125 shares (-15.9%) from Q1 2026. Ubs has held BSMU since Q4 2022, across 15 quarterly 13F filings.

Current Value

$5.5M

Current Shares

248,848

Total Value Change

+$5.5M

Total Shares Change

+248,804

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
248,848
-15.9%
$5.5M0.0%$21.70
0
2026-Q1
Increased
295,973
+29.3%
$6.5M0.0%$21.44
34
2025-Q4
Increased
228,987
+37.3%
$5M0.0%$21.51
35
2025-Q3
Increased
166,734
+4.3%
$3.7M0.0%$21.26
28
2025-Q2
Increased
159,779
+6.3%
$3.4M0.0%$20.70
28
2025-Q1
Increased
150,283
+253.8%
$3.2M0.0%$20.62
43
2024-Q4
Increased
42,483
+83.0%
$922,7310.0%$20.61
38
2024-Q3
Increased
23,214
+182.8%
$514,1900.0%$20.86
39
2024-Q2
Increased
8,208
+78.0%
$178,7040.0%$20.36
23
2024-Q1
Increased
4,611
+5.1%
$101,9950.0%$20.53
16
2023-Q4
Increased
4,386
+56.1%
$98,3340.0%$20.67
21
2023-Q3
Increased
2,810
+102.2%
$58,7010.0%$19.12
23
2023-Q2
Increased
1,390
+80.5%
$30,5310.0%$19.96
20
2023-Q1
Increased
770
+81.2%
$17,1170.0%$20.07
19
2022-Q4
New
425
-
$9,2100.0%$19.44
26
2022-Q3
Exited
0
-100.0%
$00.0%$18.50
0
2022-Q2
Increased
925
+241.3%
$20,0000.0%$19.29
21
2022-Q1
Decreased
271
-38.5%
$6,0000.0%$20.44
0
2021-Q4
New
441
-
$11,0000.0%$22.54
26
2021-Q3
Exited
0
-100.0%
$00.0%$22.17
0
2021-Q2
New
44
-
$1,0000.0%$22.37
17

Other major holders of BSMU: WELLS FARGO & COMPANY/MN, LPL Financial LLC

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