BAB INVESCO EXCH TRADED FD TR II
TAXABLE MUN BD
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 181 | 25,815,602 | $6.93亿 | 14 | 74 | 49 | 26 | $1,634.42万 |
| 2026Q1 | 189 | 25,231,806 | $6.83亿 | 14 | 73 | 54 | 18 | $1,197.20万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| RATIONAL ADVISORS, INC. | 加仓 | $777.80万 |
| Elevation Capital Advisory, LLC | 新建仓 | $772.25万 |
| GFS Advisors, LLC | 新建仓 | $477.35万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $427.30万 |
| Annex Advisory Services, LLC | 加仓 | $308.27万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $271.61万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $265.99万 |
| JANE STREET GROUP, LLC | 新建仓 | $245.61万 |
| HighTower Advisors, LLC | 加仓 | $210.31万 |
| BNP PARIBAS FINANCIAL MARKETS | 加仓 | $174.18万 |
| Cetera Investment Advisers | 加仓 | $92.24万 |
| CIBC WORLD MARKET INC. | 新建仓 | $88.97万 |
| GUIDANCE CAPITAL, INC | 新建仓 | $86.23万 |
| CITADEL ADVISORS LLC | 新建仓 | $83.73万 |
| SSA SWISS ADVISORS AG | 加仓 | $76.81万 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 加仓 | $70.99万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $61.81万 |
| ZEGA Investments, LLC | 新建仓 | $60.38万 |
| GUGGENHEIM CAPITAL LLC | 加仓 | $59.33万 |
| Hunter Perkins Capital Management, LLC | 新建仓 | $51.90万 |
2026Q1 卖出最多
| BANK OF MONTREAL /CAN/ | 减仓 | -$1,105.99万 |
| Kingsview Wealth Management, LLC | 减仓 | -$848.47万 |
| Bank of New York Mellon Corp | 减仓 | -$317.57万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$244.31万 |
| UBS Group AG | 减仓 | -$219.40万 |
| PNC Financial Services Group, Inc. | 减仓 | -$190.36万 |
| MORGAN STANLEY | 减仓 | -$148.59万 |
| PETRA FINANCIAL ADVISORS INC | 清仓 | -$148.27万 |
| STAR Financial Bank | 减仓 | -$142.93万 |
| LPL Financial LLC | 减仓 | -$105.86万 |
| Tidal Investments LLC | 清仓 | -$105.42万 |
| Ashton Thomas Private Wealth, LLC | 清仓 | -$74.43万 |
| Redhawk Wealth Advisors, Inc. | 清仓 | -$70.49万 |
| Modern Wealth Management, LLC | 减仓 | -$67.13万 |
| Advisory Alpha, LLC | 减仓 | -$56.35万 |
| AE Wealth Management LLC | 减仓 | -$36.01万 |
| Stokes Family Office, LLC | 清仓 | -$34.82万 |
| Freestone Capital Holdings, LLC | 减仓 | -$34.06万 |
| KEYBANK NATIONAL ASSOCIATION/OH | 减仓 | -$33.92万 |
| KG Capital Management | 减仓 | -$31.09万 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| Annex Advisory Services, LLC | 3,179,994 | $8,573.26万 | 1.61% | 114,345 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,612,864 | $4,348.27万 | 0.01% | 8,783 | 加仓 |
| HighTower Advisors, LLC | 1,588,219 | $4,281.83万 | 0.05% | 78,007 | 加仓 |
| AMERIPRISE FINANCIAL INC | 1,324,563 | $3,567.57万 | 0.01% | 98,758 | 加仓 |
| STATE OF WISCONSIN INVESTMENT BOARD | 1,318,800 | $3,555.48万 | 0.08% | 0 | 不变 |
| BANK OF AMERICA CORP /DE/ | 1,002,874 | $2,703.75万 | 0.00% | -90,621 | 减仓 |
| MORGAN STANLEY | 824,277 | $2,222.25万 | 0.00% | -55,114 | 减仓 |
| WELLS FARGO & COMPANY/MN | 791,031 | $2,132.62万 | 0.00% | 100,745 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 676,858 | $1,824.81万 | 0.00% | 158,494 | 加仓 |
| GOULD ASSET MANAGEMENT LLC /CA/ | 668,113 | $1,801.23万 | 3.13% | 14,255 | 加仓 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 659,038 | $1,776.77万 | 0.36% | 26,330 | 加仓 |
| PNC Financial Services Group, Inc. | 596,314 | $1,607.66万 | 0.01% | -70,609 | 减仓 |
| CONNING INC. | 490,000 | $1,321.04万 | 0.44% | 0 | 不变 |
| BANK OF MONTREAL /CAN/ | 463,578 | $1,249.81万 | 0.00% | -410,233 | 减仓 |
| Kingsview Wealth Management, LLC | 444,273 | $1,197.76万 | 0.16% | -314,713 | 减仓 |
| RATIONAL ADVISORS, INC. | 431,756 | $1,164.01万 | 1.19% | 288,500 | 加仓 |
| Tortoise Investment Management, LLC | 428,478 | $1,155.18万 | 0.95% | 12,611 | 加仓 |
| LPL Financial LLC | 421,001 | $1,135.02万 | 0.00% | -39,264 | 减仓 |
| UBS Group AG | 410,823 | $1,107.58万 | 0.00% | -81,381 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 337,597 | $910.16万 | 0.01% | 22,925 | 加仓 |
| Maltin Wealth Management, Inc. | 290,214 | $782.42万 | 2.99% | 9,878 | 加仓 |
| GUGGENHEIM CAPITAL LLC | 288,605 | $778.08万 | 0.06% | 22,008 | 加仓 |
| Elevation Capital Advisory, LLC | 286,444 | $772.25万 | 3.29% | 286,444 | 新建仓 |
| NewEdge Wealth, LLC | 257,158 | $693.30万 | 0.08% | 12,776 | 加仓 |
| Bank of New York Mellon Corp | 248,446 | $669.81万 | 0.00% | -117,792 | 减仓 |
| Invesco Ltd. | 214,546 | $578.42万 | 0.00% | -3,661 | 减仓 |
| STIFEL FINANCIAL CORP | 202,983 | $547.24万 | 0.01% | 7,004 | 加仓 |
| BARCLAYS PLC | 200,000 | $539.20万 | 0.00% | 0 | 不变 |
| Shelter Mutual Insurance Co | 198,589 | $535.40万 | 1.19% | 0 | 不变 |
| KEYBANK NATIONAL ASSOCIATION/OH | 194,329 | $523.91万 | 0.02% | -12,581 | 减仓 |
| TRUIST FINANCIAL CORP | 192,806 | $519.80万 | 0.01% | -9,337 | 减仓 |
| Hobbs Group Advisors, LLC | 185,198 | $499.29万 | 1.49% | 1,854 | 加仓 |
| Wealthspire Advisors, LLC | 180,498 | $486.62万 | 0.04% | -7,288 | 减仓 |
| GFS Advisors, LLC | 63,562 | $477.35万 | 0.22% | 63,562 | 新建仓 |
| JONES FINANCIAL COMPANIES LLLP | 158,496 | $422.87万 | 0.00% | 19,315 | 加仓 |
| MONEY CONCEPTS CAPITAL CORP | 130,281 | $351.24万 | 0.19% | 7,079 | 加仓 |
| Oceanside Advisors LLC | 128,693 | $346.96万 | 1.98% | 12,595 | 加仓 |
| Corient Private Wealth LP | 127,199 | $345.95万 | 0.00% | 0 | 不变 |
| Hudson Capital Management LLC | 121,715 | $328.14万 | 0.85% | 11,691 | 加仓 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 121,282 | $326.98万 | 0.11% | 1,970 | 加仓 |
| D L CARLSON INVESTMENT GROUP INC | 121,056 | $326.37万 | 0.56% | 4,994 | 加仓 |
| ROYAL BANK OF CANADA | 119,622 | $322.50万 | 0.00% | -3,081 | 减仓 |
| Cetera Investment Advisers | 119,002 | $320.83万 | 0.00% | 34,214 | 加仓 |
| Lakeshore Capital Group, Inc. | 117,149 | $315.83万 | 2.58% | 1,698 | 加仓 |
| Freedom Investment Management, Inc. | 115,774 | $312.13万 | 0.93% | 14,805 | 加仓 |
| Astoria Portfolio Advisors LLC. | 114,698 | $308.54万 | 0.64% | 2,892 | 加仓 |
| OSAIC HOLDINGS, INC. | 112,883 | $304.33万 | 0.00% | 15,392 | 加仓 |
| Patten Group, Inc. | 108,548 | $292.65万 | 0.51% | 3,894 | 加仓 |
| BNP PARIBAS FINANCIAL MARKETS | 105,926 | $285.58万 | 0.00% | 64,606 | 加仓 |
| WRAPMANAGER INC | 101,921 | $274.78万 | 0.95% | 6,095 | 加仓 |
内部人交易（Form 4）
BAB 董事、高管和大股东的最新买卖申报。专业版可看 🔒