BSMS · Insider trading · 13F holders · Congress trades
Invesco Exch Trd Slf Idx Fd (BSMS)
Who is buying and selling BSMS: 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
- 15
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
BSMS at a glance
- No open-market insider purchases or sales of BSMS were filed in the last 90 days.
- 15 13F filers hold BSMS among their 50 largest positions, worth $30.8M combined. The biggest bets by portfolio weight are Coastline Complete Wealth LLC (2.4%), Invariant Investment Management (1.5%) and Central Valley Advisors, LLC (1.1%). In their latest 13Fs, 1 manager opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in BSMS.
BSMS insider trading
No open-market insider purchases or sales of BSMS were filed in the last 90 days.
Who owns BSMS? Hedge funds and superinvestors
15 13F filers hold BSMS among their 50 largest positions, worth $30.8M combined. The biggest bets by portfolio weight are Coastline Complete Wealth LLC (2.4%), Invariant Investment Management (1.5%) and Central Valley Advisors, LLC (1.1%). In their latest 13Fs, 1 manager opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Precedent Wealth Partners, LLCWealth manager | 0.7% | $4.8M | 209,316 | +16.3% shares | Q3 2026 |
| Central Valley Advisors, LLCWealth manager | 1.1% | $4.3M | 187,208 | -0.7% shares | Q3 2026 |
| Coastline Complete Wealth LLCWealth manager | 2.4% | $3.9M | 166,667 | +132.9% shares | Q1 2026 |
| Financial Solutions Advisory Group, Inc.Wealth manager | 0.4% | $3.2M | 138,328 | -1.8% shares | Q3 2026 |
| Elequin Capital, LPHedge fund | 0.4% | $2.8M | 117,520 | — | Q2 2026 |
| Invariant Investment ManagementWealth manager | 1.5% | $2.6M | 113,614 | +0.2% shares | Q3 2026 |
| Key Financial IncWealth manager | 0.4% | $2.6M | 110,601 | -24.6% shares | Q2 2026 |
| Kinetic Wealth Investment Advisors LLCWealth manager | 1.0% | $2.1M | 90,507 | — | Q2 2026 |
| Paulson Wealth Management Inc.Wealth manager | 0.3% | $1.4M | 58,752 | -1.6% shares | Q2 2026 |
| Landaas & Co /wi /advInvestment manager | 0.2% | $1.1M | 49,009 | — | Q3 2026 |
| Vermillion & White Wealth Management Group, LLCWealth manager | 0.4% | $698K | 29,788 | +1.1% shares | Q2 2026 |
| Horizons Wealth ManagementWealth manager | 0.3% | $508K | 22,298 | +3.5% shares | Q3 2026 |
| Cooksen Wealth, LLCWealth manager | 0.2% | $344K | 15,048 | +0.0% shares | Q3 2026 |
| Tassel Capital Management, Inc.Wealth manager | 0.1% | $295K | 12,929 | New | Q3 2026 |
| NorthAvenue LLCWealth manager | 0.2% | $217K | 9,496 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 9, Q2 2026: 5, Q1 2026: 1). Screen BSMS in the grand portfolio →
BSMS stock trades by members of Congress
No member of Congress has disclosed a trade in BSMS.
BSMS questions and answers
Are insiders buying BSMS stock?
No open-market insider purchases or sales of BSMS were filed in the last 90 days.
Which hedge funds own BSMS?
15 13F filers hold BSMS among their 50 largest positions, worth $30.8M combined. The biggest bets by portfolio weight are Coastline Complete Wealth LLC (2.4%), Invariant Investment Management (1.5%) and Central Valley Advisors, LLC (1.1%). In their latest 13Fs, 1 manager opened a new position and 2 added to one.
Has Congress traded BSMS?
No member of Congress has disclosed a trade in BSMS.
Who is the largest holder of BSMS?
Among 13F filers, Precedent Wealth Partners, LLC reports the largest BSMS position, $4.8M (209,316 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Coastline Complete Wealth LLC's: 2.4% of its portfolio.
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