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

Yes. Ubs holds 192,892 shares of BSMV, worth $4M, as of its Q2 2026 13F filing. It reduced the position by 41,179 shares (-17.6%) from Q1 2026. Ubs has held BSMV since Q1 2022, across 18 quarterly 13F filings.

Current Value

$4M

Current Shares

192,892

Total Value Change

+$3.7M

Total Shares Change

+176,752

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
192,892
-17.6%
$4M0.0%$20.77
0
2026-Q1
Increased
234,071
+27.0%
$4.9M0.0%$20.51
33
2025-Q4
Increased
184,341
+28.7%
$3.9M0.0%$20.62
33
2025-Q3
Increased
143,222
+8.3%
$3M0.0%$20.35
29
2025-Q2
Increased
132,235
+15.3%
$2.7M0.0%$19.83
30
2025-Q1
Increased
114,648
+270.4%
$2.4M0.0%$19.78
42
2024-Q4
Increased
30,957
+91.8%
$647,9300.0%$19.82
39
2024-Q3
Increased
16,140
+29.2%
$343,8630.0%$20.03
30

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

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