# INVESCO EXCH TRD SLF IDX FD (BSMU)

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

- Reporting holders: 7
- Reported value: $5.6M
- 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 |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $2.3M | 111,842 | 0.0% | 23 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $1.2M | 59,554 | 0.1% | 15 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $815.1K | 39,012 | 0.5% | 7 |
| [TLWM](https://holderbook.com/funds/1732537-tlwm/) | $556.3K | 26,625 | 0.1% | 12 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $543.2K | 26,000 | 0.3% | 11 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $70.7K | 3,385 | 0.0% | 6 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $6.4K | 307 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $5.6M |
| Q2 2026 | 110 | $182.9M |
| Q1 2026 | 94 | $167.1M |
| Q4 2025 | 97 | $157.0M |
| Q3 2025 | 90 | $126.8M |
| Q2 2025 | 81 | $106.9M |
| Q1 2025 | 80 | $109.8M |
| Q4 2024 | 69 | $98.9M |
| Q3 2024 | 66 | $75.7M |
| Q2 2024 | 55 | $58.6M |
| Q1 2024 | 50 | $56.7M |
| Q4 2023 | 47 | $51.7M |