BSSX · Insider trading · 13F holders · Congress trades
Invesco Exch Trd Slf Idx Fd (BSSX)
Who is buying and selling BSSX: 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
BSSX at a glance
- No open-market insider purchases or sales of BSSX were filed in the last 90 days.
- 3 13F filers hold BSSX among their 50 largest positions, worth $7.7M combined. The biggest bets by portfolio weight are Envision Financial Planning, LLC (0.9%), Precedent Wealth Partners, LLC (0.7%) and Tassel Capital Management, Inc. (0.2%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in BSSX.
BSSX insider trading
No open-market insider purchases or sales of BSSX were filed in the last 90 days.
Who owns BSSX? Hedge funds and superinvestors
3 13F filers hold BSSX among their 50 largest positions, worth $7.7M combined. The biggest bets by portfolio weight are Envision Financial Planning, LLC (0.9%), Precedent Wealth Partners, LLC (0.7%) and Tassel Capital Management, Inc. (0.2%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Precedent Wealth Partners, LLCWealth manager | 0.7% | $4.5M | 185,987 | +19.2% shares | Q3 2026 |
| Envision Financial Planning, LLCWealth manager | 0.9% | $2.8M | 108,391 | +6.4% shares | Q2 2026 |
| Tassel Capital Management, Inc.Wealth manager | 0.2% | $418K | 17,380 | +13.1% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 1). Screen BSSX in the grand portfolio →
BSSX stock trades by members of Congress
No member of Congress has disclosed a trade in BSSX.
BSSX questions and answers
Are insiders buying BSSX stock?
No open-market insider purchases or sales of BSSX were filed in the last 90 days.
Which hedge funds own BSSX?
3 13F filers hold BSSX among their 50 largest positions, worth $7.7M combined. The biggest bets by portfolio weight are Envision Financial Planning, LLC (0.9%), Precedent Wealth Partners, LLC (0.7%) and Tassel Capital Management, Inc. (0.2%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded BSSX?
No member of Congress has disclosed a trade in BSSX.
Who is the largest holder of BSSX?
Among 13F filers, Precedent Wealth Partners, LLC reports the largest BSSX position, $4.5M (185,987 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Envision Financial Planning, LLC's: 0.9% of its portfolio.
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