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

Yes. Ubs holds 153,350 shares of BSMW, worth $3.9M, as of its Q2 2026 13F filing. It increased the position by 14,637 shares (+10.6%) from Q1 2026. Ubs has held BSMW since Q2 2024, across 9 quarterly 13F filings.

Current Value

$3.9M

Current Shares

153,350

Total Value Change

+$3.8M

Total Shares Change

+152,350

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
153,350
+10.6%
$3.9M0.0%$24.85
29
2026-Q1
Increased
138,713
+327.2%
$3.4M0.0%$24.37
43
2025-Q4
Increased
32,473
+64.0%
$815,3970.0%$24.43
36
2025-Q3
Increased
19,795
+83.5%
$494,3800.0%$24.11
37
2025-Q2
Increased
10,790
+62.9%
$264,1390.0%$23.43
23
2025-Q1
Decreased
6,625
-3.9%
$162,9750.0%$23.35
0
2024-Q4
Increased
6,894
+589.4%
$172,9710.0%$23.62
25
2024-Q3
Increased
1,000
+2280.9%
$25,6300.0%$23.73
21

Other major holders of BSMW: MORGAN STANLEY, LPL Financial LLC

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