INVESCO EXCH TRD SLF IDX FD

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BSMT·46138J478·US·etf·Unknown - Unknown

BULSHS 2029 MUNI

BSMT (INVESCO EXCH TRD SLF IDX FD) is held by 40 institutional investors as of Q1 2026. Largest holders: WELLS FARGO & COMPANY/MN ($13.5M), LPL Financial LLC ($6.9M), Invesco Ltd. ($6.8M). Net institutional sentiment: Bullish.

40

Holders

Avg rating(8 Elite)

$91.9M

Total Value

70% (42)

Fund Consensus

28 buying - 12 selling

Smart Money Verdict

View all

61Mixed MomentumSingle Source

Institutional (13F)61

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how BSMT's score breaks down across 4 SEC sources

Holder Quality

8

★★★★★

Elite

19

★★★★

Strong

13

★★★

Solid

2

★★

Below

0

★

Weak

Held by 40 funds

8 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (40)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WELLS FARGO & COMPANY/MN	Increased	586,718(+1.3%)	$13.5M	0.0%	+5.93%	28
LPL Financial LLC	Increased	299,559(+10.2%)	$6.9M	0.0%	+3.51%	30
Invesco Ltd.	Increased	296,105(+5.6%)	$6.8M	0.0%	+3.79%	29
BANK OF AMERICA CORP /DE/	Increased	291,824(+10.2%)	$6.7M	0.0%	+2.46%	30
MORGAN STANLEY	Decreased	245,117(-1.7%)	$5.6M	0.0%	+3.36%	0
UBS Group AG	Increased	233,923(+29.5%)	$5.4M	0.0%	+1.72%	34
HighTower Advisors, LLC	Increased	221,140(+10.5%)	$5.1M	0.0%	+1.08%	30
RAYMOND JAMES FINANCIAL INC	Decreased	199,409(-0.9%)	$4.6M	0.0%	+2.45%	0
Sequoia Financial Advisors, LLC	Decreased	160,243(-5.4%)	$3.7M	0.0%	-0.43%	0
IWIntegrated Wealth Concepts LLC	Increased	135,406(+19.9%)	$3.1M	0.0%	+1.66%	31
OSAIC HOLDINGS, INC.	Increased	118,420(+25.7%)	$2.7M	0.0%	+2.05%	32
COMMONWEALTH EQUITY SERVICES, LLC	Increased	110,167(+21.0%)	$2.5M	0.0%	+2.74%	31
ENVESTNET ASSET MANAGEMENT INC	Increased	107,458(+9.4%)	$2.5M	0.0%	+4.29%	29
Lido Advisors, LLC	Unchanged	106,400	$2.4M	0.0%	+1.94%	0
FWFocus Partners Wealth	Increased	99,679(+4.9%)	$2.3M	0.0%	+2.30%	27
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	98,583(+9.8%)	$2.3M	0.0%	+2.60%	29
JANE STREET GROUP, LLC	Decreased	85,969(-3.7%)	$2M	0.0%	-0.43%	0
Kestra Advisory Services, LLC	Decreased	79,023(-3.7%)	$1.8M	0.0%	+3.66%	0
MML INVESTORS SERVICES, LLC	Decreased	64,126(-14.9%)	$1.5M	0.0%	+2.77%	0
JONES FINANCIAL COMPANIES LLLP	Increased	56,006(+51.9%)	$1.3M	0.0%	+0.31%	35

Showing 1-20 of 42

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer