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BSMTBSMT
11 quarters

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

Kestra Advisory Services, LLC holds 87,624 shares of BSMT (INVESCO EXCH TRD SLF IDX FD), worth $2M as of 2026-Q2. The position was increased (+10.9% shares). BSMT represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$2M

Current Shares

87,624

Total Value Change

+$552,010

Total Shares Change

+25,229

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
87,624
+10.9%
$2M0.0%$22.98
29
2026-Q1
Decreased
79,023
-3.7%
$1.8M0.0%$22.81
0
2025-Q4
Increased
82,046
+6.1%
$1.9M0.0%$22.79
27
2025-Q3
Increased
77,357
+1.8%
$1.8M0.0%$22.59
26
2025-Q2
Increased
75,968
+3.0%
$1.7M0.0%$22.05
26
2025-Q1
Increased
73,765
+0.2%
$1.7M0.0%$21.91
26
2024-Q4
Decreased
73,608
-5.2%
$1.7M0.0%$21.95
0
2024-Q3
Increased
77,639
+0.7%
$1.8M0.0%$22.12
26
2024-Q2
Increased
77,139
+31.5%
$1.8M0.0%$21.62
33
2024-Q1
Decreased
58,645
-6.0%
$1.4M0.0%$21.77
0
2023-Q4
New
62,395
-
$1.5M0.0%$21.87
35

Other major holders of BSMT: Steward Partners Investment Advisory, LLC, WELLS FARGO & COMPANY/MN

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