BSMQ — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026
Who owns Invesco Exch Trd Slf Idx Fd (BSMQ)? 10 institutions reported holding $3.49M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Legacy Private Trust Co. ($1.2M), Tlwm ($565,321), Horizons Wealth Management ($535,527).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Legacy Private Trust Co. | $1.2M | 52,632 | Trimmed |
| 2 | TLWM | $565,321 | 24,135 | Added |
| 3 | Horizons Wealth Management | $535,527 | 22,863 | Hold |
| 4 | Bill Few Associates, Inc. | $409,018 | 17,462 | Hold |
| 5 | Cambridge Financial Group, LLC | $393,838 | 16,727 | Hold |
| 6 | Farther Finance Advisors, LLC | $262,880 | 11,223 | Trimmed |
| 7 | Davis Capital Management | $87,299 | 3,727 | Trimmed |
| 8 | Trust Co | $6,691 | 286 | Hold |
| 9 | Venture Visionary Partners LLC | $0 | 0 | Exited |
| 10 | Wedmont Private Capital | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30