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BSJR · Insider trading · 13F holders · Congress trades

Invesco Exch Trd Slf Idx Fd (BSJR)

Who is buying and selling BSJR: 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
36
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

BSJR at a glance

  • No open-market insider purchases or sales of BSJR were filed in the last 90 days.
  • 36 13F filers hold BSJR among their 50 largest positions, worth $251.0M combined. The biggest bets by portfolio weight are Altium Investment Strategies LLC (18.9%), Mirador Capital Partners LP (8.3%) and Banta Asset Management LP (6.6%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
  • No member of Congress has disclosed a trade in BSJR.

BSJR insider trading

No open-market insider purchases or sales of BSJR were filed in the last 90 days.

Who owns BSJR? Hedge funds and superinvestors

36 13F filers hold BSJR among their 50 largest positions, worth $251.0M combined. The biggest bets by portfolio weight are Altium Investment Strategies LLC (18.9%), Mirador Capital Partners LP (8.3%) and Banta Asset Management LP (6.6%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.

13F filers holding BSJR
Manager% of portfolioValueSharesLast quarter13F
Mirador Capital Partners LPWealth manager8.3%$71.3M3,226,238+34.7% sharesQ3 2026
Collective Family Office LLCWealth manager3.8%$18.3M828,959+126.4% sharesQ3 2026
Altium Investment Strategies LLCInstitutional asset manager18.9%$16.5M744,425+56.5% sharesQ3 2026
Accurate Wealth Management, LLCWealth manager1.4%$16.5M744,425+56.5% sharesQ3 2026
Larson Financial Group LLCWealth manager0.4%$15.9M713,232-25.7% sharesQ2 2026
Parkway Wealth Management Group, LLCWealth manager1.2%$10.2M462,544+1.4% sharesQ3 2026
Verity Asset Management, Inc.Wealth manager3.1%$8.1M362,888+14.2% sharesQ2 2026
Ironwood Financial, llcWealth manager1.2%$7.7M347,077-3.2% sharesQ3 2026
SFE Investment CounselWealth manager1.0%$7.6M345,932-3.6% sharesQ3 2026
Banta Asset Management LPWealth manager6.6%$7.4M330,285+1.0% sharesQ2 2026
Delta Investment Management, LLCWealth manager1.2%$7.1M316,214—Q2 2026
Intrua Financial, LLCWealth manager0.6%$6.5M296,057-4.5% sharesQ3 2026
Chatham Capital Group, Inc.Wealth manager0.8%$6.3M286,084-4.1% sharesQ3 2026
Old Second National Bank of AuroraBank & trust1.1%$5.4M245,109+3.6% sharesQ3 2026
Howard Wealth Management, LLCWealth manager1.8%$4.9M221,183+5.7% sharesQ3 2026
Ark Wealth Advisors LLCWealth manager4.1%$4.6M205,460-12.5% sharesQ2 2026
Oder Investment Management, LLCWealth manager3.0%$4.4M198,942+5.2% sharesQ2 2026
River Street Advisors LLCWealth manager1.2%$3.8M170,423+1.7% sharesQ3 2026
Pacific Wealth Strategies Group, Inc.Wealth manager2.1%$3.6M162,746+24.0% sharesQ2 2026
Sidoxia Capital Management, LLCWealth manager2.5%$3.6M162,992+12.5% sharesQ3 2026
Glass Jacobson Investment Advisors llcWealth manager1.1%$3.5M157,156+11.3% sharesQ3 2026
Horizons Wealth ManagementWealth manager1.8%$2.9M130,191+5.7% sharesQ3 2026
Independent Wealth Advisors LLCWealth manager1.7%$2.0M91,000+3.4% sharesQ3 2026
S.E.E.D. Planning Group LLCWealth manager0.5%$2.0M90,585-0.5% sharesQ3 2026
Paradiem, LLCWealth manager0.4%$1.7M78,097-3.6% sharesQ2 2026
Collaborative Fund Advisors, LLCMutual fund manager0.9%$1.6M72,178—Q2 2026
Blue Capital, Inc.Wealth manager1.0%$1.5M69,380—Q3 2026
Sound Stewardship, LLCWealth manager0.6%$1.4M64,894+5.0% sharesQ3 2026
Wagner Wealth Management, CorpWealth manager0.8%$1.0M47,426+10.1% sharesQ3 2026
Kinetic Wealth Investment Advisors LLCWealth manager0.4%$791K35,397—Q2 2026

The 30 largest of 36 positions, by value. Each manager counts with its latest 13F (Q3 2026: 22, Q2 2026: 14). Screen BSJR in the grand portfolio →

BSJR stock trades by members of Congress

No member of Congress has disclosed a trade in BSJR.

BSJR questions and answers

Are insiders buying BSJR stock?

No open-market insider purchases or sales of BSJR were filed in the last 90 days.

Which hedge funds own BSJR?

36 13F filers hold BSJR among their 50 largest positions, worth $251.0M combined. The biggest bets by portfolio weight are Altium Investment Strategies LLC (18.9%), Mirador Capital Partners LP (8.3%) and Banta Asset Management LP (6.6%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.

Has Congress traded BSJR?

No member of Congress has disclosed a trade in BSJR.

Who is the largest holder of BSJR?

Among 13F filers, Mirador Capital Partners LP reports the largest BSJR position, $71.3M (3,226,238 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Altium Investment Strategies LLC's: 18.9% of its portfolio.

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