BSMV · Insider trading · 13F holders · Congress trades
Invesco Exch Trd Slf Idx Fd (BSMV)
Who is buying and selling BSMV: 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
- 9
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
BSMV at a glance
- No open-market insider purchases or sales of BSMV were filed in the last 90 days.
- 9 13F filers hold BSMV among their 50 largest positions, worth $24.0M combined. The biggest bets by portfolio weight are Central Valley Advisors, LLC (1.0%), Coastline Complete Wealth LLC (0.9%) and Envision Financial Planning, LLC (0.8%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in BSMV.
BSMV insider trading
No open-market insider purchases or sales of BSMV were filed in the last 90 days.
Who owns BSMV? Hedge funds and superinvestors
9 13F filers hold BSMV among their 50 largest positions, worth $24.0M combined. The biggest bets by portfolio weight are Central Valley Advisors, LLC (1.0%), Coastline Complete Wealth LLC (0.9%) and Envision Financial Planning, LLC (0.8%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Hills Bank & Trust CoBank & trust | 0.3% | $7.6M | 360,323 | -24.9% shares | Q2 2026 |
| Precedent Wealth Partners, LLCWealth manager | 0.7% | $4.8M | 243,388 | +12.7% shares | Q3 2026 |
| Central Valley Advisors, LLCWealth manager | 1.0% | $3.6M | 180,114 | -0.6% shares | Q3 2026 |
| Clark Asset Management, LLCWealth manager | 0.2% | $3.2M | 159,444 | — | Q3 2026 |
| Envision Financial Planning, LLCWealth manager | 0.8% | $2.5M | 117,801 | +6.8% shares | Q2 2026 |
| Coastline Complete Wealth LLCWealth manager | 0.9% | $1.5M | 71,823 | +492.2% shares | Q1 2026 |
| Invariant Investment ManagementWealth manager | 0.2% | $394K | 19,700 | — | Q3 2026 |
| Kinetic Wealth Investment Advisors LLCWealth manager | 0.2% | $379K | 18,084 | — | Q2 2026 |
| NorthAvenue LLCWealth manager | 0.1% | $86K | 4,328 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 3, Q1 2026: 1). Screen BSMV in the grand portfolio →
BSMV stock trades by members of Congress
No member of Congress has disclosed a trade in BSMV.
BSMV questions and answers
Are insiders buying BSMV stock?
No open-market insider purchases or sales of BSMV were filed in the last 90 days.
Which hedge funds own BSMV?
9 13F filers hold BSMV among their 50 largest positions, worth $24.0M combined. The biggest bets by portfolio weight are Central Valley Advisors, LLC (1.0%), Coastline Complete Wealth LLC (0.9%) and Envision Financial Planning, LLC (0.8%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded BSMV?
No member of Congress has disclosed a trade in BSMV.
Who is the largest holder of BSMV?
Among 13F filers, Hills Bank & Trust Co reports the largest BSMV position, $7.6M (360,323 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Central Valley Advisors, LLC's: 1.0% of its portfolio.
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