Precedent Wealth Partners, LLC Invesco ETF Self Indexed Fd Tr Transaction History

Precedent Wealth Partners, LLC

$408 Billion
Q2 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Invesco ETF Self Indexed Fd Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 156,969 shares of BSMV stock, worth $3.31 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

156,969

Previous 141,395 11.01%

Holding current value

$3.31 Million

Previous $2.93 Billion 10.43%

% of portfolio

0.79%

Previous 0.81%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$20.08 - $20.98 $312,725 - $326,742	15,574 Added 11.01%	156,969 $3.24 Billion
Q1 2025 Apr 17, 2025	BUY	$20.57 - $21.12 $1.38 Million - $1.42 Million	67,193 Added 90.55%	141,395 $2.93 Billion
Q4 2024 Jan 21, 2025	BUY	$20.78 - $21.38 $65,893 - $67,795	3,171 Added 4.46%	74,202 $1.55 Billion
Q3 2024 Oct 17, 2024	BUY	$20.92 - $21.41 $280,725 - $287,300	13,419 Added 23.29%	71,031 $1.51 Billion
Q2 2024 Jul 23, 2024	BUY	$20.7 - $21.24 $184,892 - $189,715	8,932 Added 18.35%	57,612 $1.21 Billion
Q1 2024 Apr 23, 2024	BUY	$21.24 - $21.67 $234,829 - $239,583	11,056 Added 29.39%	48,680 $1.04 Billion
Q4 2023 Jan 18, 2024	BUY	$19.7 - $21.68 $741,192 - $815,688	37,624 New	37,624 $814 Million

Others Institutions Holding BSMV

# of Institutions

Shares Held

3.67M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF SELF-INDEXED FD TR

Ticker BSMV
Sector ETFs
Industry ETFs

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Precedent Wealth Partners, LLC Invesco ETF Self Indexed Fd Tr Transaction History