BSJR INVESCO EXCH TRD SLF IDX FD
BULETSHS 2027
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 | 165 | 26,083,923 | $5.83亿 | 7 | 72 | 51 | 10 | $3,069.08万 |
| 2026Q1 | 169 | 24,945,718 | $5.57亿 | 16 | 81 | 44 | 4 | $8,779.42万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| OSAIC HOLDINGS, INC. | 加仓 | $722.47万 |
| Delta Investment Management, LLC | 新建仓 | $706.60万 |
| Accurate Wealth Management, LLC | 加仓 | $458.01万 |
| Altium Investment Strategies LLC | 加仓 | $458.01万 |
| LPL Financial LLC | 加仓 | $331.16万 |
| Mirador Capital Partners LP | 加仓 | $318.54万 |
| BANK OF MONTREAL /CAN/ | 加仓 | $220.03万 |
| Cetera Investment Advisers | 加仓 | $209.70万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $161.84万 |
| Collaborative Fund Advisors, LLC | 新建仓 | $161.29万 |
| COLLECTIVE FAMILY OFFICE LLC | 加仓 | $160.92万 |
| TD Waterhouse Canada Inc. | 新建仓 | $151.91万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $150.70万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $145.30万 |
| CHATHAM CAPITAL GROUP, INC. | 加仓 | $101.74万 |
| Verity Asset Management, Inc. | 加仓 | $100.79万 |
| Kestra Advisory Services, LLC | 加仓 | $97.67万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $95.40万 |
| Modern Wealth Management, LLC | 加仓 | $87.85万 |
| OLD MISSION CAPITAL LLC | 加仓 | $87.61万 |
2026Q2 卖出最多
| Matthew Goff Investment Advisor, LLC | 清仓 | -$594.97万 |
| Larson Financial Group LLC | 减仓 | -$550.53万 |
| UBS Group AG | 减仓 | -$408.61万 |
| Independent Advisor Alliance | 清仓 | -$272.06万 |
| Mariner, LLC | 清仓 | -$173.79万 |
| Tower Research Capital LLC (TRC) | 减仓 | -$170.56万 |
| Bright Futures Wealth Management, LLC. | 减仓 | -$169.77万 |
| Atria Investments, Inc | 清仓 | -$148.97万 |
| Intrua Financial, LLC | 减仓 | -$90.75万 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 清仓 | -$81.43万 |
| Ark Wealth Advisors LLC | 减仓 | -$65.33万 |
| OLD SECOND NATIONAL BANK OF AURORA | 减仓 | -$53.50万 |
| Carnegie Investment Counsel | 减仓 | -$42.57万 |
| CITADEL ADVISORS LLC | 减仓 | -$33.83万 |
| Invesco Ltd. | 减仓 | -$22.39万 |
| Creative Planning | 清仓 | -$21.63万 |
| Net Worth Advisory Group | 减仓 | -$20.76万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$18.91万 |
| WFA of San Diego, LLC | 清仓 | -$18.35万 |
| Ironwood Financial, llc | 减仓 | -$16.99万 |
2026Q2 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 |
|---|---|---|---|---|---|
| Mirador Capital Partners LP | 2,395,160 | $5,352.13万 | 6.55% | 142,552 | 加仓 |
| LPL Financial LLC | 2,124,675 | $4,747.71万 | 0.01% | 148,200 | 加仓 |
| Cetera Investment Advisers | 1,705,927 | $3,812.00万 | 0.03% | 93,846 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,429,596 | $3,194.52万 | 0.01% | 72,424 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,244,589 | $2,781.11万 | 0.00% | 67,439 | 加仓 |
| MORGAN STANLEY | 1,147,775 | $2,564.77万 | 0.00% | 36,185 | 加仓 |
| OSAIC HOLDINGS, INC. | 985,722 | $2,203.03万 | 0.03% | 323,263 | 加仓 |
| Ashton Thomas Private Wealth, LLC | 768,762 | $1,717.84万 | 0.36% | 2,292 | 加仓 |
| Larson Financial Group LLC | 713,232 | $1,593.76万 | 0.42% | -246,371 | 减仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 660,311 | $1,475.50万 | 0.02% | 42,694 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 555,768 | $1,241.88万 | 0.00% | 19,024 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 522,332 | $1,167.18万 | 0.02% | 30,788 | 加仓 |
| Accurate Wealth Management, LLC | 475,561 | $1,064.78万 | 1.02% | 204,558 | 加仓 |
| Altium Investment Strategies LLC | 475,561 | $1,064.78万 | 15.33% | 204,558 | 加仓 |
| Advisory Alpha, LLC | 465,244 | $1,039.62万 | 0.26% | 33,111 | 加仓 |
| Parkway Wealth Management Group, LLC | 456,265 | $1,019.55万 | 1.18% | 2,721 | 加仓 |
| UBS Group AG | 400,145 | $894.16万 | 0.00% | -182,854 | 减仓 |
| COLLECTIVE FAMILY OFFICE LLC | 366,184 | $818.26万 | 1.67% | 72,012 | 加仓 |
| Verity Asset Management, Inc. | 362,888 | $810.90万 | 3.07% | 45,106 | 加仓 |
| Ironwood Financial, llc | 358,454 | $802.30万 | 1.26% | -7,591 | 减仓 |
| SFE Investment Counsel | 358,973 | $802.15万 | 1.08% | -1,257 | 减仓 |
| BANTA ASSET MANAGEMENT LP | 330,285 | $738.04万 | 6.59% | 3,365 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 322,104 | $719.76万 | 0.01% | 10,121 | 加仓 |
| Delta Investment Management, LLC | 316,214 | $706.60万 | 1.16% | 316,214 | 新建仓 |
| Intrua Financial, LLC | 309,958 | $692.62万 | 0.63% | -40,613 | 减仓 |
| Modern Wealth Management, LLC | 307,642 | $687.45万 | 0.08% | 39,312 | 加仓 |
| CHATHAM CAPITAL GROUP, INC. | 298,406 | $666.81万 | 0.85% | 45,528 | 加仓 |
| OLD SECOND NATIONAL BANK OF AURORA | 236,667 | $528.85万 | 1.00% | -23,942 | 减仓 |
| AMERIPRISE FINANCIAL INC | 230,451 | $514.97万 | 0.00% | 33,526 | 加仓 |
| HOWARD WEALTH MANAGEMENT, LLC | 209,291 | $467.68万 | 1.73% | 22,390 | 加仓 |
| Ark Wealth Advisors LLC | 205,460 | $459.11万 | 4.07% | -29,236 | 减仓 |
| Oder Investment Management, LLC | 198,942 | $444.55万 | 2.99% | 9,851 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 196,120 | $438.03万 | 0.00% | 19,825 | 加仓 |
| Kestra Advisory Services, LLC | 176,687 | $394.82万 | 0.01% | 43,708 | 加仓 |
| River Street Advisors LLC | 167,642 | $374.61万 | 1.10% | 25,697 | 加仓 |
| Pacific Wealth Strategies Group, Inc. | 162,746 | $363.67万 | 2.09% | 31,511 | 加仓 |
| Prospera Financial Services Inc | 160,293 | $358.20万 | 0.05% | 375 | 加仓 |
| Sidoxia Capital Management, LLC | 144,834 | $323.64万 | 2.37% | 4,208 | 加仓 |
| Glass Jacobson Investment Advisors llc | 141,191 | $315.50万 | 0.98% | 10,139 | 加仓 |
| Foundations Investment Advisors, LLC | 134,651 | $300.89万 | 0.03% | 5,724 | 加仓 |
| STIFEL FINANCIAL CORP | 109,063 | $243.71万 | 0.00% | 923 | 加仓 |
| Compound Planning, Inc. | 104,647 | $233.84万 | 0.06% | -8 | 减仓 |
| Invesco Ltd. | 101,783 | $227.44万 | 0.00% | -10,021 | 减仓 |
| BANK OF MONTREAL /CAN/ | 100,623 | $224.85万 | 0.00% | 98,466 | 加仓 |
| Private Advisor Group, LLC | 93,250 | $208.37万 | 0.01% | 1,561 | 加仓 |
| JANE STREET GROUP, LLC | 91,566 | $204.61万 | 0.00% | -6,438 | 减仓 |
| S.E.E.D. Planning Group LLC | 91,073 | $203.51万 | 0.54% | 15,752 | 加仓 |
| Independent Wealth Advisors LLC | 88,041 | $196.73万 | 1.78% | 1,853 | 加仓 |
| NewEdge Advisors, LLC | 86,787 | $193.93万 | 0.01% | 2,132 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 85,818 | $191.80万 | 0.00% | 27,582 | 加仓 |
内部人交易（Form 4）
BSJR 董事、高管和大股东的最新买卖申报。专业版可看 🔒