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BSMUBSMU
6 quarters

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

Yes. Newedge Group holds 217,003 shares of BSMU, worth $4.8M, as of its Q2 2026 13F filing. It increased the position by 4,904 shares (+2.3%) from Q1 2026. Newedge Group has held BSMU since Q1 2025, across 6 quarterly 13F filings.

Current Value

$4.8M

Current Shares

217,003

Total Value Change

+$4.7M

Total Shares Change

+214,403

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
217,003
+2.3%
$4.8M0.0%$21.70
27
2026-Q1
Increased
212,099
+81.8%
$4.6M0.0%$21.44
41
2025-Q4
Increased
116,637
+530.4%
$2.6M0.0%$21.51
42
2025-Q3
Increased
18,502
+611.6%
$405,5640.0%$21.26
38
2025-Q2
Unchanged
2,600
0.0%
$55,9000.0%$20.70
0
2025-Q1
New
2,600
-
$56,1080.0%$20.62
29

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

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