13F 机构持仓

BSMQ INVESCO EXCH TRD SLF IDX FD

BULSHS 2026 MUNI

持有机构数1402026Q2
26Q126Q2
机构合计持股(股)8,877,7542026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q21408,877,754$2.09亿 8525317-$1,338.56万
2026Q11479,318,948$2.20亿 11614113-$6.57万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

HUB Investment Partners, LLC加仓$436.78万
Key Financial Inc加仓$233.45万
Integrated Wealth Concepts LLC加仓$160.40万
Atlantic Union Bankshares Corp加仓$96.27万
Kestra Advisory Services, LLC重新持有$84.12万
Invesco Ltd.加仓$80.68万
CITADEL ADVISORS LLC加仓$79.32万
MISSION WEALTH MANAGEMENT, LP新建仓$75.57万
Wedmont Private Capital新建仓$71.84万
SUSQUEHANNA INTERNATIONAL GROUP, LLP新建仓$57.28万
Jacobi Capital Management LLC加仓$55.80万
MML INVESTORS SERVICES, LLC加仓$50.27万
Soltis Investment Advisors LLC新建仓$44.00万
NewEdge Advisors, LLC加仓$33.34万
MORGAN STANLEY加仓$32.77万
Clark Asset Management, LLC加仓$31.62万
Thrivent Financial for Lutherans加仓$31.45万
Baird Financial Group, Inc.新建仓$22.44万
AMERIPRISE FINANCIAL INC加仓$21.20万
Accurate Wealth Management, LLC加仓$18.84万

2026Q2 卖出最多

UBS Group AG减仓-$485.06万
BANK OF AMERICA CORP /DE/减仓-$323.54万
RAYMOND JAMES FINANCIAL INC减仓-$277.26万
Focus Partners Wealth清仓-$268.12万
Thomas J. Herzfeld Advisors, Inc.清仓-$231.72万
WELLS FARGO & COMPANY/MN减仓-$149.86万
Summit Financial, LLC减仓-$138.79万
Elequin Capital, LP重新持有-$126.76万
Financial Solutions Advisory Group, Inc.减仓-$122.47万
VestGen Advisors, LLC清仓-$115.10万
LPL Financial LLC减仓-$107.50万
Hills Bank & Trust Co减仓-$74.36万
ENVESTNET ASSET MANAGEMENT INC减仓-$72.69万
First Command Advisory Services, Inc.减仓-$53.59万
Legacy Private Trust Co.减仓-$45.33万
OneAscent Financial Services LLC减仓-$38.38万
LANDAAS & CO /WI /ADV清仓-$36.58万
SILVERLAKE WEALTH MANAGEMENT LLC清仓-$35.27万
Invariant Investment Management清仓-$33.44万
MACROVIEW INVESTMENT MANAGEMENT LLC清仓-$33.41万

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
WELLS FARGO & COMPANY/MN547,171$1,288.31万0.00%-63,648减仓
LPL Financial LLC460,854$1,085.08万0.00%-45,659减仓
Invesco Ltd.422,368$994.47万0.00%34,265加仓
BANK OF AMERICA CORP /DE/417,403$982.77万0.00%-137,413减仓
TRUIST FINANCIAL CORP335,727$790.47万0.01%1,303加仓
Key Financial Inc292,767$689.32万1.13%99,149加仓
Integrated Wealth Concepts LLC260,978$614.47万0.03%68,126加仓
MORGAN STANLEY247,990$583.89万0.00%13,917加仓
OSAIC HOLDINGS, INC.220,583$519.45万0.01%7,660加仓
Atlantic Union Bankshares Corp220,272$518.63万0.09%40,887加仓
Asset Dedication, LLC206,624$486.50万0.31%2,359加仓
HUB Investment Partners, LLC201,284$473.92万0.09%185,510加仓
NewEdge Advisors, LLC197,332$464.62万0.01%14,159加仓
UBS Group AG189,315$445.74万0.00%-206,013减仓
ENVESTNET ASSET MANAGEMENT INC176,914$416.54万0.00%-30,874减仓
Thrivent Financial for Lutherans169,241$398.50万0.01%13,355加仓
RAYMOND JAMES FINANCIAL INC167,277$393.85万0.00%-117,757减仓
MONECO ADVISORS, LLC156,263$367.92万0.22%1,508加仓
HighTower Advisors, LLC155,418$365.93万0.00%-5,145减仓
Summit Financial, LLC154,762$364.39万0.04%-58,947减仓
OneAscent Financial Services LLC139,089$327.48万0.16%-16,301减仓
Hills Bank & Trust Co137,043$322.67万0.14%-31,582减仓
PRECEDENT WEALTH PARTNERS, LLC127,638$300.52万0.50%2,325加仓
AMERIPRISE FINANCIAL INC123,166$289.99万0.00%9,004加仓
Financial Solutions Advisory Group, Inc.111,930$263.99万0.33%-51,927减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO103,243$243.09万0.00%7,194加仓
COMMONWEALTH EQUITY SERVICES, LLC102,872$242.21万0.00%-9,566减仓
Legacy Private Trust Co.98,376$231.63万0.13%-19,254减仓
MML INVESTORS SERVICES, LLC90,628$213.38万0.00%21,352加仓
STIFEL FINANCIAL CORP77,363$182.15万0.00%7,868加仓
Paulson Wealth Management Inc.71,908$169.31万0.36%-1,729减仓
SIGNATUREFD, LLC69,067$162.62万0.02%-1,869减仓
JANE STREET GROUP, LLC66,923$157.57万0.00%-12,631重新持有
Aptus Capital Advisors, LLC66,518$156.62万0.01%-1,125减仓
Farnam Financial LLC65,728$154.76万1.13%6,805加仓
Resonant Capital Advisors, LLC62,865$148.02万0.07%-956减仓
PNC Financial Services Group, Inc.56,860$133.88万0.00%-7,011减仓
Cornerstone Wealth Management, LLC51,997$122.43万0.05%1,800加仓
Farmers National Bank51,939$122.29万0.26%-2,268减仓
PAX Financial Group, LLC47,824$112.60万0.17%1,702加仓
Waverly Advisors, LLC47,011$110.69万0.01%-5,520减仓
CITADEL ADVISORS LLC46,881$110.38万0.00%33,689加仓
Accurate Wealth Management, LLC46,651$109.98万0.10%7,990加仓
JONES FINANCIAL COMPANIES LLLP46,256$108.86万0.00%-551减仓
Willis Johnson & Associates, Inc.42,568$100.23万0.06%140加仓
Kathmere Capital Management, LLC42,237$99.45万0.05%-772减仓
Jacobi Capital Management LLC41,826$98.48万0.05%23,700加仓
VOISARD ASSET MANAGEMENT GROUP, INC.41,355$97.37万0.18%-5,819减仓
Kestra Advisory Services, LLC40,648$95.71万0.00%35,727重新持有
Astoria Portfolio Advisors LLC.39,966$94.10万0.16%-563减仓

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