BSMW INVESCO EXCH TRD SLF IDX FD
FollowETF (fund)
Filings received so far for Q3 2026: 8 13F filers report a position in BSMW shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 190,633 | $4.5M | 0.08% | -6,620 | 13F-HRTimeline |
| Avior Wealth Management, LLC | 38,517 | $909K | 0.02% | new | 13F-HRTimeline |
| Legacy Private Trust Co. | 31,054 | $733K | 0.04% | -84,604 | 13F-HRTimeline |
| SAX WEALTH ADVISORS, LLC | 25,938 | $612K | 0.02% | 0 | 13F-HRTimeline |
| Invariant Investment Management | 16,460 | $391K | 0.23% | +144 | 13F-HRTimeline |
| Bill Few Associates, Inc. | 12,157 | $287K | 0.06% | 0 | 13F-HRTimeline |
| INDEPENDENT FINANCIAL GROUP, LLC | 9,000 | $212K | <0.01% | 0 | 13F-HRTimeline |
| Horizons Wealth Management | 1,858 | $43.9K | 0.03% | 13F-HRTimeline |