BSMU — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026
Who owns Invesco Exch Trd Slf Idx Fd (BSMU)? 8 institutions reported holding $5.57M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($2.3M), Legacy Private Trust Co. ($1.2M), Sarver Vrooman Wealth Advisors ($815,121).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.3M | 111,842 | Trimmed |
| 2 | Legacy Private Trust Co. | $1.2M | 59,554 | Trimmed |
| 3 | Sarver Vrooman Wealth Advisors | $815,121 | 39,012 | Hold |
| 4 | TLWM | $556,306 | 26,625 | Added |
| 5 | Horizons Wealth Management | $543,247 | 26,000 | Added |
| 6 | Farther Finance Advisors, LLC | $70,727 | 3,385 | Trimmed |
| 7 | Trust Co | $6,408 | 307 | Hold |
| 8 | Wedmont Private Capital | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30