BSMR · Insider trading · 13F holders · Congress trades
Invesco Exch Trd Slf Idx Fd (BSMR)
Who is buying and selling BSMR: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 16
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
BSMR at a glance
- No open-market insider purchases or sales of BSMR were filed in the last 90 days.
- 16 13F filers hold BSMR among their 50 largest positions, worth $40.0M combined. The biggest bets by portfolio weight are Coastline Complete Wealth LLC (2.4%), Key Financial Inc (1.4%) and Central Valley Advisors, LLC (1.2%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
- No member of Congress has disclosed a trade in BSMR.
BSMR insider trading
No open-market insider purchases or sales of BSMR were filed in the last 90 days.
Who owns BSMR? Hedge funds and superinvestors
16 13F filers hold BSMR among their 50 largest positions, worth $40.0M combined. The biggest bets by portfolio weight are Coastline Complete Wealth LLC (2.4%), Key Financial Inc (1.4%) and Central Valley Advisors, LLC (1.2%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Key Financial IncWealth manager | 1.4% | $8.7M | 367,608 | +7.5% shares | Q2 2026 |
| Financial Solutions Advisory Group, Inc.Wealth manager | 1.0% | $8.0M | 342,695 | -0.3% shares | Q3 2026 |
| Precedent Wealth Partners, LLCWealth manager | 0.8% | $5.0M | 214,181 | +12.7% shares | Q3 2026 |
| Central Valley Advisors, LLCWealth manager | 1.2% | $4.4M | 188,479 | +2.1% shares | Q3 2026 |
| Coastline Complete Wealth LLCWealth manager | 2.4% | $3.9M | 166,160 | +6.7% shares | Q1 2026 |
| Paulson Wealth Management Inc.Wealth manager | 0.4% | $1.8M | 77,726 | -1.0% shares | Q2 2026 |
| Kinetic Wealth Investment Advisors LLCWealth manager | 0.7% | $1.5M | 64,087 | — | Q2 2026 |
| Farnam Financial LLCWealth manager | 0.9% | $1.2M | 50,935 | -18.8% shares | Q3 2026 |
| Garrett Wealth Advisory Group, LLCWealth manager | 0.2% | $1.2M | 49,731 | +0.0% shares | Q3 2026 |
| Landaas & Co /wi /advInvestment manager | 0.2% | $1.1M | 46,056 | +11.9% shares | Q3 2026 |
| Vermillion & White Wealth Management Group, LLCWealth manager | 0.5% | $932K | 39,409 | +1.0% shares | Q2 2026 |
| Sarver Vrooman Wealth AdvisorsWealth manager | 0.5% | $840K | 36,117 | +0.0% shares | Q3 2026 |
| Horizons Wealth ManagementWealth manager | 0.3% | $480K | 20,644 | +17.2% shares | Q3 2026 |
| Tassel Capital Management, Inc.Wealth manager | 0.2% | $441K | 18,960 | +51.5% shares | Q3 2026 |
| Cooksen Wealth, LLCWealth manager | 0.2% | $347K | 14,862 | +0.0% shares | Q3 2026 |
| NorthAvenue LLCWealth manager | 0.2% | $220K | 9,460 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 11, Q2 2026: 4, Q1 2026: 1). Screen BSMR in the grand portfolio →
BSMR stock trades by members of Congress
No member of Congress has disclosed a trade in BSMR.
BSMR questions and answers
Are insiders buying BSMR stock?
No open-market insider purchases or sales of BSMR were filed in the last 90 days.
Which hedge funds own BSMR?
16 13F filers hold BSMR among their 50 largest positions, worth $40.0M combined. The biggest bets by portfolio weight are Coastline Complete Wealth LLC (2.4%), Key Financial Inc (1.4%) and Central Valley Advisors, LLC (1.2%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
Has Congress traded BSMR?
No member of Congress has disclosed a trade in BSMR.
Who is the largest holder of BSMR?
Among 13F filers, Key Financial Inc reports the largest BSMR position, $8.7M (367,608 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Coastline Complete Wealth LLC's: 2.4% of its portfolio.
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