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BSJQBSJQ
5 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in INVESCO EXCH TRD SLF IDX FD

HB Wealth Management, LLC holds 155,441 shares of BSJQ (INVESCO EXCH TRD SLF IDX FD), worth $3.6M as of 2026-Q2. The position was increased (+0.0% shares). BSJQ represents 0.0% of HB Wealth Management, LLC's portfolio.

Current Value

$3.6M

Current Shares

155,441

Total Value Change

+$2.9M

Total Shares Change

+125,572

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
155,441
+0.0%
$3.6M0.0%$22.86
26
2026-Q1
Increased
155,423
+1.3%
$3.6M0.0%$22.76
27
2025-Q4
Increased
153,494
+279.8%
$3.6M0.0%$22.61
43
2025-Q3
Increased
40,412
+35.3%
$945,8430.0%$22.35
32
2025-Q2
New
29,869
-
$696,8440.0%$21.94
34

Other major holders of BSJQ: Steward Partners Investment Advisory, LLC, UBS Group AG, LPL Financial LLC

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