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Showing 8 of 13 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 96,149 shares of BSMV, worth $2M, as of its Q2 2026 13F filing. It increased the position by 4,909 shares (+5.4%) from Q1 2026. Kestra Advisory Services has held BSMV since Q4 2023, across 11 quarterly 13F filings.

Current Value

$2M

Current Shares

96,149

Total Value Change

+$212,307

Total Shares Change

+11,410

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
96,149
+5.4%
$2M0.0%$20.77
27
2026-Q1
Increased
91,240
+0.9%
$1.9M0.0%$20.51
26
2025-Q4
Increased
90,384
+0.4%
$1.9M0.0%$20.62
26
2025-Q3
Increased
89,999
+10.9%
$1.9M0.0%$20.35
29
2025-Q2
Increased
81,118
+2.2%
$1.7M0.0%$19.83
26
2025-Q1
Increased
79,391
+0.6%
$1.6M0.0%$19.78
26
2024-Q4
Decreased
78,933
-6.8%
$1.7M0.0%$19.82
0
2024-Q3
Increased
84,739
+10.0%
$1.8M0.0%$20.03
28

Other major holders of BSMV: LPL Financial LLC, HighTower Advisors, LLC

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