BSMQ INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 MUNI
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 | 140 | 8,877,754 | $2.09亿 | 8 | 52 | 53 | 17 | -$1,338.56万 |
| 2026Q1 | 147 | 9,318,948 | $2.20亿 | 11 | 61 | 41 | 13 | -$6.57万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| UBS Group AG | 加仓 | $410.72万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $298.44万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $275.33万 |
| Thomas J. Herzfeld Advisors, Inc. | 新建仓 | $231.72万 |
| Key Financial Inc | 加仓 | $159.21万 |
| Willis Johnson & Associates, Inc. | 新建仓 | $100.24万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $77.26万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $66.74万 |
| TRUIST FINANCIAL CORP | 加仓 | $58.95万 |
| Asset Dedication, LLC | 加仓 | $54.81万 |
| Legacy Private Trust Co. | 加仓 | $48.35万 |
| Thrivent Financial for Lutherans | 加仓 | $46.02万 |
| Beacon Pointe Advisors, LLC | 加仓 | $43.44万 |
| Horizon Family Wealth, Inc. | 新建仓 | $42.63万 |
| Paulson Wealth Management Inc. | 加仓 | $37.31万 |
| Crews Bank & Trust | 加仓 | $34.02万 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 新建仓 | $33.41万 |
| OneAscent Financial Services LLC | 重新持有 | $32.96万 |
| CITADEL ADVISORS LLC | 新建仓 | $31.17万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 新建仓 | $29.15万 |
2026Q1 卖出最多
| Bank of New York Mellon Corp | 清仓 | -$461.04万 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 清仓 | -$387.31万 |
| Coastline Complete Wealth LLC | 清仓 | -$370.38万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$326.84万 |
| MORGAN STANLEY | 减仓 | -$169.23万 |
| Hills Bank & Trust Co | 减仓 | -$85.21万 |
| Koss-Olinger Consulting, LLC | 清仓 | -$73.90万 |
| LPL Financial LLC | 减仓 | -$58.35万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$51.29万 |
| Summit Trail Advisors, LLC | 清仓 | -$48.21万 |
| First Command Advisory Services, Inc. | 减仓 | -$45.05万 |
| BENJAMIN EDWARDS INC | 清仓 | -$44.73万 |
| YARGER WEALTH STRATEGIES, LLC | 清仓 | -$40.94万 |
| CENTRAL VALLEY ADVISORS, LLC | 清仓 | -$38.76万 |
| StoneX Group Inc. | 清仓 | -$33.99万 |
| Farther Finance Advisors, LLC | 减仓 | -$32.62万 |
| Kathmere Capital Management, LLC | 减仓 | -$32.11万 |
| VestGen Advisors, LLC | 减仓 | -$28.35万 |
| DENVER WEALTH MANAGEMENT, INC. | 清仓 | -$23.88万 |
| Farmers National Bank | 减仓 | -$22.24万 |
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 610,819 | $1,443.06万 | 0.00% | 5,135 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 554,816 | $1,310.75万 | 0.00% | 116,540 | 加仓 |
| LPL Financial LLC | 506,513 | $1,196.64万 | 0.00% | -24,699 | 减仓 |
| UBS Group AG | 395,328 | $933.96万 | 0.00% | 173,850 | 加仓 |
| Invesco Ltd. | 388,103 | $916.89万 | 0.00% | 10,299 | 加仓 |
| TRUIST FINANCIAL CORP | 334,424 | $790.08万 | 0.01% | 24,953 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 285,034 | $673.39万 | 0.00% | 126,325 | 加仓 |
| MORGAN STANLEY | 234,073 | $553.00万 | 0.00% | -71,632 | 减仓 |
| Summit Financial, LLC | 213,709 | $504.89万 | 0.06% | 1,690 | 加仓 |
| OSAIC HOLDINGS, INC. | 212,923 | $503.11万 | 0.01% | -4,890 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 207,788 | $490.90万 | 0.00% | 32,701 | 加仓 |
| Asset Dedication, LLC | 204,265 | $482.58万 | 0.34% | 23,201 | 加仓 |
| Key Financial Inc | 193,618 | $457.42万 | 0.81% | 67,390 | 加仓 |
| Integrated Wealth Concepts LLC | 192,852 | $455.61万 | 0.04% | 6,602 | 加仓 |
| NewEdge Advisors, LLC | 183,173 | $432.75万 | 0.02% | 10,369 | 加仓 |
| Atlantic Union Bankshares Corp | 179,385 | $423.80万 | 0.08% | 11,345 | 加仓 |
| Hills Bank & Trust Co | 168,625 | $398.38万 | 0.19% | -36,069 | 减仓 |
| Financial Solutions Advisory Group, Inc. | 163,857 | $387.11万 | 0.54% | — | — |
| HighTower Advisors, LLC | 160,563 | $379.33万 | 0.00% | -2,596 | 减仓 |
| Thrivent Financial for Lutherans | 155,886 | $368.30万 | 0.01% | 19,480 | 加仓 |
| OneAscent Financial Services LLC | 155,390 | $367.11万 | 0.20% | 13,953 | 重新持有 |
| MONECO ADVISORS, LLC | 154,755 | $365.61万 | 0.28% | 11,484 | 加仓 |
| PRECEDENT WEALTH PARTNERS, LLC | 125,313 | $296.05万 | 0.59% | 2,925 | 加仓 |
| Legacy Private Trust Co. | 117,630 | $277.90万 | 0.17% | 20,465 | 加仓 |
| AMERIPRISE FINANCIAL INC | 114,162 | $270.18万 | 0.00% | 28,202 | 加仓 |
| Focus Partners Wealth | 113,490 | $268.12万 | 0.00% | 960 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 112,438 | $265.63万 | 0.00% | 1,933 | 加仓 |
| Thomas J. Herzfeld Advisors, Inc. | 98,083 | $231.72万 | 0.79% | 98,083 | 新建仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 96,049 | $226.92万 | 0.00% | 8,010 | 加仓 |
| Paulson Wealth Management Inc. | 73,637 | $173.97万 | 0.41% | 15,792 | 加仓 |
| SIGNATUREFD, LLC | 70,936 | $167.59万 | 0.03% | 3,862 | 加仓 |
| STIFEL FINANCIAL CORP | 69,495 | $164.18万 | 0.00% | -4,592 | 减仓 |
| MML INVESTORS SERVICES, LLC | 69,276 | $163.66万 | 0.00% | -21,711 | 减仓 |
| Aptus Capital Advisors, LLC | 67,643 | $159.81万 | 0.01% | 5,959 | 加仓 |
| PNC Financial Services Group, Inc. | 63,871 | $150.90万 | 0.00% | 1,365 | 加仓 |
| Resonant Capital Advisors, LLC | 63,821 | $150.78万 | 0.08% | -843 | 减仓 |
| Farnam Financial LLC | 58,923 | $139.21万 | 1.15% | 2,660 | 加仓 |
| Farmers National Bank | 54,207 | $128.06万 | 0.28% | -9,414 | 减仓 |
| Waverly Advisors, LLC | 52,531 | $124.11万 | 0.01% | 7,743 | 加仓 |
| Cornerstone Wealth Management, LLC | 50,197 | $118.59万 | 0.06% | 23 | 加仓 |
| VestGen Advisors, LLC | 48,812 | $115.10万 | 0.03% | -12,023 | 减仓 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 47,174 | $111.45万 | 0.24% | 1,899 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 46,807 | $110.35万 | 0.00% | 3,394 | 加仓 |
| PAX Financial Group, LLC | 46,122 | $108.96万 | 0.19% | -1,023 | 减仓 |
| Kathmere Capital Management, LLC | 43,009 | $101.61万 | 0.06% | -13,590 | 减仓 |
| Willis Johnson & Associates, Inc. | 42,428 | $100.24万 | 0.06% | 42,428 | 新建仓 |
| Astoria Portfolio Advisors LLC. | 40,529 | $95.55万 | 0.20% | 97 | 加仓 |
| WEBSTER BANK, N. A. | 39,131 | $92.45万 | 0.09% | -630 | 减仓 |
| Accurate Wealth Management, LLC | 38,661 | $91.43万 | 0.11% | 5,126 | 加仓 |
| Private Advisor Group, LLC | 38,537 | $91.04万 | 0.00% | 4,003 | 加仓 |
内部人交易（Form 4）
BSMQ 董事、高管和大股东的最新买卖申报。专业版可看 🔒