BSCW INVESCO EXCH TRD SLF IDX FD
BULLETSHS 2032
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 | 171 | 58,110,124 | $11.92亿 | 16 | 91 | 34 | 13 | $6,328.16万 |
| 2026Q1 | 165 | 54,838,962 | $11.29亿 | 16 | 100 | 26 | 8 | $8,500.89万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| UBS Group AG | 加仓 | $2,633.43万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,569.84万 |
| Cornerstone Planning, LLC | 新建仓 | $935.39万 |
| MORGAN STANLEY | 加仓 | $865.73万 |
| Independent Advisor Alliance | 新建仓 | $727.19万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $511.77万 |
| ROYAL BANK OF CANADA | 加仓 | $374.14万 |
| &PARTNERS | 加仓 | $331.27万 |
| Atlantic Union Bankshares Corp | 加仓 | $323.97万 |
| Aptus Capital Advisors, LLC | 加仓 | $323.01万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $317.14万 |
| Janney Montgomery Scott LLC | 加仓 | $306.85万 |
| MONECO ADVISORS, LLC | 加仓 | $285.44万 |
| Clark Asset Management, LLC | 加仓 | $273.65万 |
| Capital Investment Counsel, LLC | 加仓 | $233.24万 |
| Invesco Ltd. | 加仓 | $181.30万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $169.72万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $164.54万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $127.43万 |
| Camelot Portfolios, LLC | 新建仓 | $126.60万 |
2026Q1 卖出最多
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$2,387.90万 |
| Motley Fool Wealth Management, LLC | 减仓 | -$567.92万 |
| BCS Wealth Management | 减仓 | -$510.89万 |
| Legacy CG, LLC | 清仓 | -$400.30万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$253.29万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$145.16万 |
| FLOW TRADERS U.S. LLC | 减仓 | -$90.10万 |
| Sequoia Financial Advisors, LLC | 减仓 | -$77.65万 |
| LPL Financial LLC | 减仓 | -$67.84万 |
| AQR CAPITAL MANAGEMENT LLC | 减仓 | -$54.32万 |
| Lido Advisors, LLC | 减仓 | -$43.58万 |
| Compound Planning, Inc. | 清仓 | -$29.51万 |
| Diversified Portfolios, Inc. | 清仓 | -$27.34万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$25.50万 |
| Beacon Pointe Advisors, LLC | 清仓 | -$21.08万 |
| Cassaday & Co Wealth Management LLC | 清仓 | -$20.45万 |
| Align Financial, LLC | 清仓 | -$13.86万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 减仓 | -$10.66万 |
| Atria Investments, Inc | 减仓 | -$9.74万 |
| EASTERN BANK | 减仓 | -$7.01万 |
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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 8,746,530 | $1.80亿 | 1.41% | 156,891 | 加仓 |
| MORGAN STANLEY | 4,846,523 | $9,977.97万 | 0.01% | 420,504 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 4,441,247 | $9,143.60万 | 0.03% | 762,505 | 加仓 |
| WELLS FARGO & COMPANY/MN | 3,252,062 | $6,695.31万 | 0.01% | 248,580 | 加仓 |
| LPL Financial LLC | 2,299,670 | $4,734.54万 | 0.01% | -32,951 | 减仓 |
| Atlantic Union Bankshares Corp | 2,072,879 | $4,267.62万 | 0.82% | 157,357 | 加仓 |
| UBS Group AG | 2,033,652 | $4,186.88万 | 0.01% | 1,279,109 | 加仓 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,898,568 | $3,908.75万 | 3.41% | 39,328 | 加仓 |
| Invesco Ltd. | 1,672,820 | $3,443.98万 | 0.00% | 88,061 | 加仓 |
| MONECO ADVISORS, LLC | 1,056,767 | $2,175.66万 | 1.69% | 138,644 | 加仓 |
| ROYAL BANK OF CANADA | 994,559 | $2,047.60万 | 0.00% | 181,725 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 931,945 | $1,918.68万 | 0.01% | 154,044 | 加仓 |
| Sequoia Financial Advisors, LLC | 906,090 | $1,865.45万 | 0.10% | -37,715 | 减仓 |
| Motley Fool Wealth Management, LLC | 847,636 | $1,745.11万 | 1.97% | -275,849 | 减仓 |
| Baird Financial Group, Inc. | 781,137 | $1,608.20万 | 0.03% | 31,747 | 加仓 |
| Capital Investment Counsel, LLC | 722,194 | $1,486.85万 | 2.04% | 113,289 | 加仓 |
| FORONJY FINANCIAL LLC | 698,863 | $1,438.81万 | 5.98% | 18,068 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 690,831 | $1,422.23万 | 0.00% | 61,900 | 加仓 |
| &PARTNERS | 675,667 | $1,391.06万 | 0.07% | 160,903 | 加仓 |
| Strategic Financial Group, LLC | 672,382 | $1,384.29万 | 14.25% | — | — |
| GILL CAPITAL PARTNERS, LLC | 559,522 | $1,151.94万 | 3.31% | 10,425 | 加仓 |
| Clark Asset Management, LLC | 551,621 | $1,135.67万 | 1.07% | 132,920 | 加仓 |
| COOKSON PEIRCE & CO INC | 514,017 | $1,058.25万 | 0.45% | 5,345 | 加仓 |
| OSAIC HOLDINGS, INC. | 501,944 | $1,033.50万 | 0.02% | 40,017 | 加仓 |
| Janney Montgomery Scott LLC | 455,494 | $937.80万 | 0.02% | 149,037 | 加仓 |
| Cornerstone Planning, LLC | 453,415 | $935.39万 | 1.84% | 453,415 | 新建仓 |
| Lido Advisors, LLC | 408,009 | $840.01万 | 0.03% | -21,166 | 减仓 |
| MAI Capital Management | 378,647 | $779.55万 | 0.04% | 39,636 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 376,045 | $766.76万 | 0.00% | 83,236 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 370,091 | $761.90万 | 0.02% | 19,432 | 加仓 |
| Decker Wealth Management LLC | 364,900 | $751.25万 | 1.70% | 16,327 | 加仓 |
| Marietta Wealth Management, LLC | 364,437 | $750.30万 | 0.89% | 19,193 | 加仓 |
| Asset Dedication, LLC | 358,319 | $737.70万 | 0.52% | 41,360 | 加仓 |
| Independent Advisor Alliance | 353,213 | $727.19万 | 0.08% | 353,213 | 新建仓 |
| Modern Wealth Management, LLC | 334,383 | $688.83万 | 0.12% | 3,070 | 加仓 |
| MML INVESTORS SERVICES, LLC | 299,487 | $616.58万 | 0.02% | -12,386 | 减仓 |
| Clearstead Advisors, LLC | 292,485 | $602.17万 | 0.06% | 2,444 | 加仓 |
| Addison Advisors LLC | 290,687 | $598.46万 | 1.32% | 16,223 | 加仓 |
| Goepper Burkhardt LLC | 283,072 | $582.79万 | 1.95% | 13,772 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 246,990 | $508.50万 | 0.00% | 32,332 | 加仓 |
| BCS Wealth Management | 245,987 | $506.44万 | 1.03% | -248,149 | 减仓 |
| NorthAvenue LLC | 232,795 | $479.28万 | 3.81% | 18,905 | 加仓 |
| STEPHENS INC /AR/ | 223,176 | $459.47万 | 0.06% | 22,724 | 加仓 |
| Private Advisor Group, LLC | 205,089 | $422.23万 | 0.02% | 942 | 加仓 |
| Ledgewood Wealth Advisors, LLC | 193,751 | $398.89万 | 2.25% | 12,440 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 182,079 | $374.86万 | 0.01% | -1,159,858 | 减仓 |
| Straight Path Wealth Management | 179,532 | $369.62万 | 0.99% | 20,976 | 加仓 |
| AMERIPRISE FINANCIAL INC | 174,894 | $360.07万 | 0.00% | 26,858 | 加仓 |
| Cetera Investment Advisers | 173,202 | $356.59万 | 0.00% | 36,883 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 165,742 | $341.23万 | 0.00% | 134 | 加仓 |
内部人交易（Form 4）
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