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 (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 | 9,686 | — | 0% | 0.01% | $237K | $24.42 |
| 2025 Q2 | UNCHANGED | 9,686 | — | 0% | 0.01% | $237K | $24.28 |
| 2025 Q1 | REDUCED | 9,686 | -6,000 | -38.3% | 0.01% | $237K | $24.06 |
| 2024 Q4 | UNCHANGED | 15,686 | — | 0% | 0.02% | $384K | $23.94 |
| 2024 Q3 | UNCHANGED | 15,686 | — | 0% | 0.02% | $384K | $23.77 |
| 2024 Q2 | INITIATED | 15,686 | — | — | 0.02% | $382K | — |