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BSMYBSMY
6 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 81,720 shares of BSMY (INVESCO EXCH TRD SLF IDX FD), worth $2M as of 2026-Q2. The position was increased (+18.0% shares). BSMY represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$2M

Current Shares

81,720

Total Value Change

+$1.7M

Total Shares Change

+68,677

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
81,720
+18.0%
$2M0.0%$24.58
30
2026-Q1
Increased
69,258
+35.4%
$1.7M0.0%$23.96
33
2025-Q4
Increased
51,154
+40.7%
$1.3M0.0%$24.07
34
2025-Q3
Increased
36,368
+76.2%
$884,8330.0%$23.61
38
2025-Q2
Increased
20,639
+58.2%
$489,4870.0%$22.83
34
2025-Q1
New
13,043
-
$313,5640.0%$22.92
32

Other major holders of BSMY: RAYMOND JAMES FINANCIAL INC, LPL Financial LLC

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