Back to Kestra Advisory Services, LLC Kestra Advisory Services, LLC

BSMZBSMZ
3 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 21,743 shares of BSMZ (INVESCO EXCH TRD SLF IDX FD), worth $557,387 as of 2026-Q2. The position was increased (+11.1% shares). BSMZ represents 0.0% of Kestra Advisory Services, LLC's portfolio.

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%$25.55
27
2026-Q1
Increased
19,579
+459.4%
$492,0400.0%$24.81
39
2025-Q4
New
3,500
-
$89,0230.0%$24.92
30

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used