Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which LEVEL FOUR 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 | ADDED | 9,920 | +8 | +0.1% | 0.01% | $243K | $24.42 |
| 2025 Q2 | REDUCED | 9,912 | -65 | -0.7% | 0.01% | $243K | $24.28 |
| 2025 Q1 | ADDED | 9,977 | +24 | +0.2% | 0.01% | $244K | $24.06 |
| 2024 Q4 | UNCHANGED | 9,953 | — | 0% | 0.01% | $244K | $23.94 |
| 2024 Q3 | INITIATED | 9,953 | — | — | 0.01% | $244K | $23.77 |