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6 quarters

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

Yes. Lido Advisors holds 279,328 shares of BSMW, worth $7M, as of its Q2 2026 13F filing. It increased the position by 171,728 shares (+159.6%) from Q1 2026. Lido Advisors has held BSMW since Q1 2025, across 6 quarterly 13F filings.

Current Value

$7M

Current Shares

279,328

Total Value Change

+$6.8M

Total Shares Change

+270,628

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
279,328
+159.6%
$7M0.0%$24.85
44
2026-Q1
Increased
107,600
+7.9%
$2.7M0.0%$24.37
28
2025-Q4
Increased
99,700
+73.7%
$2.5M0.0%$24.43
39
2025-Q3
Increased
57,400
+132.4%
$1.4M0.0%$24.11
41
2025-Q2
Increased
24,700
+183.9%
$604,6560.0%$23.43
39
2025-Q1
New
8,700
-
$214,0200.0%$23.35
32

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

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