Ownership history in Diversify Advisory Services, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in INVESCO EXCH TRD SLF IDX FD (BSJP). 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 | REDUCED | 9,986 | -5,029 | -33.5% | 0.01% | $230K | $22.88 |
| 2025 Q2 | REDUCED | 15,015 | -11,273 | -42.9% | 0.01% | $347K | $22.64 |
| 2025 Q1 | REDUCED | 26,288 | -7,466 | -22.1% | 0.04% | $606K | $22.35 |
| 2024 Q4 | REDUCED | 33,754 | -1,723 | -4.9% | 0.04% | $779K | $22.06 |
| 2024 Q3 | REDUCED | 35,477 | -338 | -0.9% | 0.04% | $819K | $21.77 |
| 2024 Q2 | INITIATED | 35,815 | — | — | 0.05% | $824K | — |