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BSMRBSMR
12 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in INVESCO EXCH TRD SLF IDX FD

Yes. Kestra Advisory Services holds 78,675 shares of BSMR, worth $1.8M, as of its Q3 2026 13F filing. It increased the position by 5,949 shares (+8.2%) from Q2 2026. Kestra Advisory Services has held BSMR since Q4 2023, across 12 quarterly 13F filings.

Current Value

$1.8M

Current Shares

78,675

Total Value Change

+$874,864

Total Shares Change

+38,708

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
78,675
+8.2%
$1.8M0.0%$23.21
28
2026-Q2
Increased
72,726
+78.0%
$1.7M0.0%$23.42
39
2026-Q1
Decreased
40,869
-7.2%
$966,7250.0%$23.28
0
2025-Q4
Increased
44,045
+5.2%
$1M0.0%$23.13
26
2025-Q3
Increased
41,879
+0.3%
$990,8560.0%$22.98
25
2025-Q2
Decreased
41,758
-0.7%
$980,0590.0%$22.63
0
2025-Q1
Increased
42,043
+5.2%
$990,1130.0%$22.54
26
2024-Q4
Decreased
39,962
-34.3%
$943,1030.0%$22.44
0
2024-Q3
Increased
60,785
+3.3%
$1.4M0.0%$22.37
26
2024-Q2
Increased
58,841
+55.0%
$1.4M0.0%$22.01
36
2024-Q1
Decreased
37,959
-5.0%
$897,9150.0%$22.02
0
2023-Q4
New
39,967
-
$955,3380.0%$22.10
35

Other major holders of BSMR: MORGAN STANLEY

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