BSSX — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026
Who owns Invesco Exch Trd Slf Idx Fd (BSSX)? 5 institutions reported holding $6.26M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($5.1M), Legacy Private Trust Co. ($729,673), Bill Few Associates, Inc. ($286,954).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $5.1M | 210,029 | Trimmed |
| 2 | Legacy Private Trust Co. | $729,673 | 30,308 | Trimmed |
| 3 | Bill Few Associates, Inc. | $286,954 | 11,919 | Hold |
| 4 | ARMSTRONG ADVISORY GROUP, INC | $185,380 | 7,700 | Hold |
| 5 | Wedmont Private Capital | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30