Envision Financial Planning, LLC Invesco ETF Self Indexed Fd Tr Transaction History

Envision Financial Planning, LLC

$214 Billion
Q2 2025

A detailed history of Envision Financial Planning, LLC transactions in Invesco ETF Self Indexed Fd Tr stock. As of the latest transaction made, Envision Financial Planning, LLC holds 50,743 shares of BSMV stock, worth $1.05 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

50,743

Previous 210,905 75.94%

Holding current value

$1.05 Million

Previous $4.37 Billion 76.07%

% of portfolio

0.49%

Previous 2.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$20.08 - $20.98 $3.22 Million - $3.36 Million	-160,162 Reduced 75.94%	50,743 $1.05 Billion
Q1 2025 May 14, 2025	BUY	$20.57 - $21.12 $88,862 - $91,238	4,320 Added 2.09%	210,905 $4.37 Billion
Q4 2024 Feb 13, 2025	BUY	$20.78 - $21.38 $97,956 - $100,785	4,714 Added 2.34%	206,585 $4.32 Billion
Q3 2024 Nov 07, 2024	BUY	$20.92 - $21.41 $26,610 - $27,233	1,272 Added 0.63%	201,871 $4.3 Billion
Q2 2024 Jul 30, 2024	BUY	$20.7 - $21.24 $344,096 - $353,072	16,623 Added 9.04%	200,599 $4.2 Billion
Q1 2024 Apr 30, 2024	BUY	$21.24 - $21.67 $339,500 - $346,373	15,984 Added 9.51%	183,976 $3.92 Billion
Q4 2023 Jan 23, 2024	BUY	$19.7 - $21.68 $188,824 - $207,802	9,585 Added 6.05%	167,992 $3.64 Billion
Q3 2023 Nov 02, 2023	BUY	$20.01 - $21.29 $3.17 Million - $3.37 Million	158,407 New	158,407 $3.17 Billion

Others Institutions Holding BSMV

# of Institutions

Shares Held

3.63M

Call Options Held

Put Options Held

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About INVESCO ETF SELF-INDEXED FD TR

Ticker BSMV
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Envision Financial Planning, LLC Invesco ETF Self Indexed Fd Tr Transaction History