Ownership history in HighTower Advisors, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which HighTower Advisors, 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 | ADDED | 76,515 | +1,529 | +2.0% | 0.00% | $1.9M | $24.42 |
| 2025 Q2 | ADDED | 74,986 | +10,881 | +17.0% | 0.00% | $1.8M | $24.28 |
| 2025 Q1 | ADDED | 64,105 | +9,143 | +16.6% | 0.00% | $1.6M | $24.06 |
| 2024 Q4 | ADDED | 54,962 | +3,087 | +6.0% | 0.00% | $1.3M | $23.94 |
| 2024 Q3 | REDUCED | 51,875 | -5 | -0.0% | 0.00% | $1.3M | $23.77 |
| 2024 Q2 | ADDED | 51,880 | +5,000 | +10.7% | 0.00% | $1.3M | $23.43 |
| 2024 Q1 | REDUCED | 46,880 | -1,123 | -2.3% | 0.00% | $1.1M | $23.32 |
| 2023 Q4 | REDUCED | 48,003 | -131 | -0.3% | 0.00% | $1.2M | $23.37 |
| 2023 Q3 | ADDED | 48,134 | +66 | +0.1% | 0.00% | $1.2M | $22.73 |
| 2023 Q2 | ADDED | 48,068 | +23 | +0.0% | 0.00% | $1.2M | $22.93 |