BSMT · Insider trading · 13F holders · Congress trades
Invesco Exch Trd Slf Idx Fd (BSMT)
Who is buying and selling BSMT: 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
- 9
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
BSMT at a glance
- No open-market insider purchases or sales of BSMT were filed in the last 90 days.
- 9 13F filers hold BSMT among their 50 largest positions, worth $29.3M combined. The biggest bets by portfolio weight are Central Valley Advisors, LLC (1.0%), Coastline Complete Wealth LLC (1.0%) and Kinetic Wealth Investment Advisors LLC (0.9%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in BSMT.
BSMT insider trading
No open-market insider purchases or sales of BSMT were filed in the last 90 days.
Who owns BSMT? Hedge funds and superinvestors
9 13F filers hold BSMT among their 50 largest positions, worth $29.3M combined. The biggest bets by portfolio weight are Central Valley Advisors, LLC (1.0%), Coastline Complete Wealth LLC (1.0%) and Kinetic Wealth Investment Advisors LLC (0.9%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Hills Bank & Trust CoBank & trust | 0.7% | $15.3M | 664,948 | +0.9% shares | Q2 2026 |
| Precedent Wealth Partners, LLCWealth manager | 0.7% | $4.6M | 205,299 | +14.7% shares | Q3 2026 |
| Central Valley Advisors, LLCWealth manager | 1.0% | $3.7M | 167,120 | -1.5% shares | Q3 2026 |
| Kinetic Wealth Investment Advisors LLCWealth manager | 0.9% | $1.9M | 80,405 | — | Q2 2026 |
| Coastline Complete Wealth LLCWealth manager | 1.0% | $1.6M | 68,735 | -0.2% shares | Q1 2026 |
| Paulson Wealth Management Inc.Wealth manager | 0.3% | $1.3M | 56,803 | -1.3% shares | Q2 2026 |
| Horizons Wealth ManagementWealth manager | 0.3% | $518K | 23,279 | -0.3% shares | Q3 2026 |
| Cooksen Wealth, LLCWealth manager | 0.2% | $340K | 15,203 | +0.0% shares | Q3 2026 |
| NorthAvenue LLCWealth manager | 0.1% | $130K | 5,849 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 3, Q1 2026: 1). Screen BSMT in the grand portfolio →
BSMT stock trades by members of Congress
No member of Congress has disclosed a trade in BSMT.
BSMT questions and answers
Are insiders buying BSMT stock?
No open-market insider purchases or sales of BSMT were filed in the last 90 days.
Which hedge funds own BSMT?
9 13F filers hold BSMT among their 50 largest positions, worth $29.3M combined. The biggest bets by portfolio weight are Central Valley Advisors, LLC (1.0%), Coastline Complete Wealth LLC (1.0%) and Kinetic Wealth Investment Advisors LLC (0.9%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded BSMT?
No member of Congress has disclosed a trade in BSMT.
Who is the largest holder of BSMT?
Among 13F filers, Hills Bank & Trust Co reports the largest BSMT position, $15.3M (664,948 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Central Valley Advisors, LLC's: 1.0% of its portfolio.
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