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BSMZBSMZ
3 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 21,743 shares of BSMZ, worth $557,387, as of its Q2 2026 13F filing. It increased the position by 2,164 shares (+11.1%) from Q1 2026. Kestra Advisory Services has held BSMZ since Q4 2025, across 3 quarterly 13F filings.

Current Value

$557,387

Current Shares

21,743

Total Value Change

+$468,364

Total Shares Change

+18,243

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
21,743
+11.1%
$557,3870.0%$25.31
27
2026-Q1
Increased
19,579
+459.4%
$492,0400.0%$24.58
39
2025-Q4
New
3,500
-
$89,0230.0%$24.69
30

Other major holders of BSMZ: LPL Financial LLC, Invesco Ltd.

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