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Showing 8 of 17 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in INVESCO EXCH TRD SLF IDX FD

NewEdge Advisors, LLC holds 86,787 shares of BSJR (INVESCO EXCH TRD SLF IDX FD), worth $1.9M as of 2026-Q2. The position was increased (+2.5% shares). BSJR represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$1.9M

Current Shares

86,787

Total Value Change

+$624,179

Total Shares Change

+28,851

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
86,787
+2.5%
$1.9M0.0%$22.25
26
2026-Q1
Increased
84,655
+9.3%
$1.9M0.0%$21.97
28
2025-Q4
Increased
77,457
+3.8%
$1.8M0.0%$21.93
27
2025-Q3
Increased
74,601
+21.2%
$1.7M0.0%$21.73
31
2025-Q2
Decreased
61,562
-4.5%
$1.4M0.0%$21.37
0
2025-Q1
Increased
64,459
+9.0%
$1.4M0.0%$20.75
28
2024-Q4
Increased
59,139
+2.1%
$1.3M0.0%$20.41
26
2024-Q3
Increased
57,936
+10.6%
$1.3M0.0%$20.34
28

Other major holders of BSJR: Steward Partners Investment Advisory, LLC, LPL Financial LLC, Cetera Investment Advisers

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