BSMP INVESCO EXCH TRD SLF IDX FD

Ownership history in Equitable Holdings, Inc.  ·  14 quarters on record

This page tracks every 13F SEC filing in which Equitable Holdings, Inc. 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.

Peak position
0.02% (2023 Q3)
Avg. % of fund
0.01%
First filed
2022 Q2
Last filed
2025 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 51,324 -2,098 -3.9% 0.01% $1.3M $24.42
2025 Q2 ADDED 53,422 +6,561 +14.0% 0.01% $1.3M $24.28
2025 Q1 REDUCED 46,861 -825 -1.7% 0.01% $1.1M $24.06
2024 Q4 ADDED 47,686 +1,376 +3.0% 0.01% $1.2M $23.94
2024 Q3 ADDED 46,310 +1,089 +2.4% 0.01% $1.1M $23.77
2024 Q2 ADDED 45,221 +445 +1.0% 0.01% $1.1M $23.43
2024 Q1 REDUCED 44,776 -13,442 -23.1% 0.01% $1.1M $23.32
2023 Q4 ADDED 58,218 +129 +0.2% 0.02% $1.4M $23.37
2023 Q3 ADDED 58,089 +1,624 +2.9% 0.02% $1.4M $22.73
2023 Q2 ADDED 56,465 +12,100 +27.3% 0.02% $1.4M $22.93
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BSMP price (monthly, adj. close)

Other funds also holding BSMP

As of 2025 Q4 — sorted by position size

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.02%
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