BENJAMIN EDWARDS INC BSMC β€” 2023 ETF SERIES TRUST

Ownership history in BENJAMIN EDWARDS INC  Β·  1 quarter on record

AI Ownership Summary

BENJAMIN EDWARDS INC reported 2023 ETF SERIES TRUST (BSMC) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows BSMC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BSMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BENJAMIN EDWARDS INC's position in 2023 ETF SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BSMC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BENJAMIN EDWARDS INC held BSMC β€” position size vs. price
% of Fund (quarterly)    BSMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 5,863 β€” β€” 0.00% $228K 2026-07-24 $39.23

🏒 Other funds also holding BSMC

As of 2026 Q2 β€” sorted by position size

Nautilus Advisors LLC 0.74% ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 0.55% Blue Trust, Inc. 3Y 0.0%

FAQ About BENJAMIN EDWARDS INC and BSMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has BENJAMIN EDWARDS INC reported owning BSMC?

BENJAMIN EDWARDS INC reported BSMC across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported BSMC position in BENJAMIN EDWARDS INC's portfolio?

The largest reported portfolio weight for BSMC was 0.00% in 2026 Q2.

What is the latest reported BSMC position on this page?

The most recent filing on this page is 2026 Q2, when BENJAMIN EDWARDS INC reported 5,863 shares, equal to 0.00% of portfolio, with an estimated market value of $228K.

What does the chart on this BSMC ownership page compare?

The chart compares BENJAMIN EDWARDS INC's quarterly BSMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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