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6 quarters

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

Lido Advisors, LLC holds 279,328 shares of BSMW (INVESCO EXCH TRD SLF IDX FD), worth $7M as of 2026-Q2. The position was increased (+159.6% shares). BSMW represents 0.0% of Lido Advisors, LLC's portfolio.

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%$25.07
44
2026-Q1
Increased
107,600
+7.9%
$2.7M0.0%$24.58
28
2025-Q4
Increased
99,700
+73.7%
$2.5M0.0%$24.64
39
2025-Q3
Increased
57,400
+132.4%
$1.4M0.0%$24.32
41
2025-Q2
Increased
24,700
+183.9%
$604,6560.0%$23.64
39
2025-Q1
New
8,700
-
$214,0200.0%$23.55
32

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

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