BSMY · Insider trading · 13F holders · Congress trades
Invesco Exch Trd Slf Idx Fd (BSMY)
Who is buying and selling BSMY: 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
- 3
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
BSMY at a glance
- No open-market insider purchases or sales of BSMY were filed in the last 90 days.
- 3 13F filers hold BSMY among their 50 largest positions, worth $11.8M combined. The biggest bets by portfolio weight are Nestegg Advisors, Inc. (2.0%), BCS Wealth Management (1.0%) and Envision Financial Planning, LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in BSMY.
BSMY insider trading
No open-market insider purchases or sales of BSMY were filed in the last 90 days.
Who owns BSMY? Hedge funds and superinvestors
3 13F filers hold BSMY among their 50 largest positions, worth $11.8M combined. The biggest bets by portfolio weight are Nestegg Advisors, Inc. (2.0%), BCS Wealth Management (1.0%) and Envision Financial Planning, LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| BCS Wealth ManagementWealth manager | 1.0% | $5.8M | 234,983 | +1.5% shares | Q2 2026 |
| Envision Financial Planning, LLCWealth manager | 1.0% | $3.0M | 122,522 | +6.5% shares | Q2 2026 |
| Nestegg Advisors, Inc.Wealth manager | 2.0% | $3.0M | 131,816 | +6.3% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 1, Q2 2026: 2). Screen BSMY in the grand portfolio →
BSMY stock trades by members of Congress
No member of Congress has disclosed a trade in BSMY.
BSMY questions and answers
Are insiders buying BSMY stock?
No open-market insider purchases or sales of BSMY were filed in the last 90 days.
Which hedge funds own BSMY?
3 13F filers hold BSMY among their 50 largest positions, worth $11.8M combined. The biggest bets by portfolio weight are Nestegg Advisors, Inc. (2.0%), BCS Wealth Management (1.0%) and Envision Financial Planning, LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded BSMY?
No member of Congress has disclosed a trade in BSMY.
Who is the largest holder of BSMY?
Among 13F filers, BCS Wealth Management reports the largest BSMY position, $5.8M (234,983 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Nestegg Advisors, Inc.'s: 2.0% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.