Beacon Pointe Advisors, LLC Invesco Exchange Self Ind Tr Transaction History

Beacon Pointe Advisors, LLC

$9.37 Billion
Q2 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Invesco Exchange Self Ind Tr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 11,867 shares of BSMU stock, worth $261,667. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,867

Previous 15,817 24.97%

Holding current value

$261,667

Previous $341,000 25.22%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$20.97 - $21.71 $82,831 - $85,754	-3,950 Reduced 24.97%	11,867 $255,000
Q1 2025 May 13, 2025	BUY	$21.49 - $22.03 $14,720 - $15,090	685 Added 4.53%	15,817 $341,000
Q4 2024 Feb 14, 2025	SELL	$21.63 - $22.25 $49,316 - $50,730	-2,280 Reduced 13.09%	15,132 $328,000
Q3 2024 Nov 14, 2024	BUY	$21.72 - $22.21 $10,208 - $10,438	470 Added 2.77%	17,412 $385,000
Q2 2024 Aug 12, 2024	BUY	$21.53 - $22.05 $49,562 - $50,759	2,302 Added 15.72%	16,942 $368,000
Q1 2024 May 14, 2024	BUY	$22.1 - $22.43 $24,597 - $24,964	1,113 Added 8.23%	14,640 $323,000
Q4 2023 Feb 08, 2024	BUY	$20.62 - $22.45 $278,926 - $303,681	13,527 New	13,527 $303,000

Others Institutions Holding BSMU

# of Institutions

Shares Held

5.47M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE SELF-IND TR

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Beacon Pointe Advisors, LLC Invesco Exchange Self Ind Tr Transaction History