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 (BSJQ). 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 | 8,719 | -236 | -2.6% | 0.01% | $204K | $22.87 |
| 2025 Q2 | REDUCED | 8,955 | -885 | -9.0% | 0.01% | $210K | $22.45 |
| 2025 Q1 | REDUCED | 9,840 | -5,084 | -34.1% | 0.01% | $228K | $21.96 |
| 2024 Q4 | REDUCED | 14,924 | -1,270 | -7.8% | 0.02% | $348K | $21.70 |
| 2024 Q3 | REDUCED | 16,194 | -79 | -0.5% | 0.02% | $378K | $21.53 |
| 2024 Q2 | INITIATED | 16,273 | — | — | 0.02% | $377K | — |
As of 2025 Q4 — sorted by position size