Ownership history in Focus Partners Wealth · 8 quarters on record
This page tracks every 13F SEC filing in which Focus Partners Wealth 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 | 85,616 | — | 0% | 0.00% | $2.1M | $24.42 |
| 2025 Q2 | ADDED | 85,616 | +3,758 | +4.6% | 0.00% | $2.1M | $24.28 |
| 2025 Q1 | ADDED | 81,858 | +5,463 | +7.2% | 0.01% | $2.0M | $24.06 |
| 2024 Q4 | ADDED | 76,395 | +2,946 | +4.0% | 0.00% | $1.9M | $23.94 |
| 2024 Q3 | REDUCED | 73,449 | -2,164 | -2.9% | 0.01% | $1.8M | $23.77 |
| 2024 Q2 | REDUCED | 75,613 | -6,616 | -8.0% | 0.01% | $1.8M | $23.43 |
| 2024 Q1 | ADDED | 82,229 | +30,385 | +58.6% | 0.02% | $2.0M | $23.32 |
| 2023 Q4 | INITIATED | 51,844 | — | — | 0.02% | $1.3M | — |