# INVESCO EXCH TRD SLF IDX FD (BSMQ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BSMQ/

- Reporting holders: 8
- Reported value: $3.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $1.2M | 52,632 | 0.1% | 15 |
| [TLWM](https://holderbook.com/funds/1732537-tlwm/) | $565.3K | 24,135 | 0.1% | 16 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $535.5K | 22,863 | 0.3% | 17 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $409.0K | 17,462 | 0.1% | 18 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $393.8K | 16,727 | 0.1% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $262.9K | 11,223 | 0.0% | 7 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $87.3K | 3,727 | 0.1% | 11 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $6.7K | 286 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $3.5M |
| Q2 2026 | 140 | $218.5M |
| Q1 2026 | 144 | $227.8M |
| Q4 2025 | 149 | $216.2M |
| Q3 2025 | 142 | $206.0M |
| Q2 2025 | 143 | $190.5M |
| Q1 2025 | 139 | $187.8M |
| Q4 2024 | 126 | $157.9M |
| Q3 2024 | 112 | $139.2M |
| Q2 2024 | 107 | $127.6M |
| Q1 2024 | 93 | $136.9M |
| Q4 2023 | 85 | $101.3M |