Ownership history in Capital Analysts, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in INVESCO EXCH TRD SLF IDX FD (BSMP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 2,130 | — | 0% | 0.00% | $52K | $24.42 |
| 2025 Q2 | UNCHANGED | 2,130 | — | 0% | 0.00% | $52K | $24.28 |
| 2025 Q1 | REDUCED | 2,130 | -3 | -0.1% | 0.00% | $52K | $24.06 |
| 2024 Q4 | UNCHANGED | 2,133 | — | 0% | 0.00% | $52K | $23.94 |
| 2024 Q3 | UNCHANGED | 2,133 | — | 0% | 0.00% | $52K | $23.77 |
| 2024 Q2 | UNCHANGED | 2,133 | — | 0% | 0.00% | $52K | $23.43 |
| 2024 Q1 | UNCHANGED | 2,133 | — | 0% | 0.00% | $52K | $23.32 |
| 2023 Q4 | UNCHANGED | 2,133 | — | 0% | 0.00% | $52K | $23.37 |
| 2023 Q3 | UNCHANGED | 2,133 | — | 0% | 0.00% | $51K | $22.73 |
| 2023 Q2 | UNCHANGED | 2,133 | — | 0% | 0.00% | $52K | $22.93 |