BSMR INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 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 | 144 | 10,309,463 | $2.44亿 | 12 | 69 | 33 | 8 | $1,127.97万 |
| 2026Q1 | 143 | 10,009,233 | $2.37亿 | 14 | 73 | 27 | 11 | $1,669.29万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Integrated Wealth Concepts LLC | 加仓 | $251.75万 |
| Atlantic Union Bankshares Corp | 加仓 | $250.63万 |
| MISSION WEALTH MANAGEMENT, LP | 新建仓 | $147.70万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $141.22万 |
| OLD MISSION CAPITAL LLC | 新建仓 | $136.42万 |
| Garrett Wealth Advisory Group, LLC | 新建仓 | $117.56万 |
| Legacy Private Trust Co. | 加仓 | $99.91万 |
| JANE STREET GROUP, LLC | 重新持有 | $77.13万 |
| Kestra Advisory Services, LLC | 加仓 | $75.31万 |
| Wedmont Private Capital | 新建仓 | $72.01万 |
| Thrivent Financial for Lutherans | 加仓 | $62.43万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $61.71万 |
| Key Financial Inc | 加仓 | $60.40万 |
| OSAIC HOLDINGS, INC. | 加仓 | $58.32万 |
| Jacobi Capital Management LLC | 加仓 | $55.91万 |
| Invesco Ltd. | 加仓 | $50.55万 |
| Cambridge Investment Research Advisors, Inc. | 新建仓 | $48.80万 |
| MORGAN STANLEY | 加仓 | $46.85万 |
| OLD SECOND NATIONAL BANK OF AURORA | 加仓 | $44.56万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $42.98万 |
2026Q2 卖出最多
| Sanctuary Advisors, LLC | 减仓 | -$282.85万 |
| Focus Partners Wealth | 清仓 | -$267.16万 |
| Thomas J. Herzfeld Advisors, Inc. | 清仓 | -$227.58万 |
| Summit Financial, LLC | 减仓 | -$138.54万 |
| Hills Bank & Trust Co | 减仓 | -$122.24万 |
| UBS Group AG | 减仓 | -$76.04万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$65.13万 |
| First Command Advisory Services, Inc. | 减仓 | -$48.65万 |
| Addison Advisors LLC | 减仓 | -$37.23万 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 清仓 | -$34.58万 |
| Savant Capital, LLC | 减仓 | -$33.22万 |
| Independent Advisor Alliance | 清仓 | -$26.62万 |
| Avior Wealth Management, LLC | 减仓 | -$25.77万 |
| Wagner Wealth Management, Corp | 清仓 | -$21.57万 |
| Equitable Holdings, Inc. | 减仓 | -$14.12万 |
| Cetera Investment Advisers | 减仓 | -$14.04万 |
| VestGen Advisors, LLC | 减仓 | -$11.33万 |
| Cambridge Financial Group, LLC | 减仓 | -$10.49万 |
| MEMBERS WEALTH LLC | 减仓 | -$10.32万 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 减仓 | -$8.03万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 583,667 | $1,379.79万 | 0.00% | 19,820 | 加仓 |
| LPL Financial LLC | 511,446 | $1,209.06万 | 0.00% | 11,372 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 480,377 | $1,135.61万 | 0.00% | 13,685 | 加仓 |
| WELLS FARGO & COMPANY/MN | 435,082 | $1,028.53万 | 0.00% | -27,550 | 减仓 |
| Invesco Ltd. | 416,301 | $984.14万 | 0.00% | 21,382 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 392,401 | $927.64万 | 0.00% | 59,736 | 加仓 |
| Key Financial Inc | 367,608 | $869.03万 | 1.42% | 25,552 | 加仓 |
| Financial Solutions Advisory Group, Inc. | 343,679 | $812.99万 | 1.03% | -1,077 | 减仓 |
| Atlantic Union Bankshares Corp | 320,485 | $757.63万 | 0.13% | 106,019 | 加仓 |
| Integrated Wealth Concepts LLC | 302,985 | $716.25万 | 0.03% | 106,495 | 加仓 |
| HighTower Advisors, LLC | 245,694 | $580.82万 | 0.01% | 14,956 | 加仓 |
| UBS Group AG | 222,064 | $524.96万 | 0.00% | -32,165 | 减仓 |
| NewEdge Advisors, LLC | 217,832 | $514.95万 | 0.02% | 14,192 | 加仓 |
| Thrivent Financial for Lutherans | 202,894 | $479.60万 | 0.01% | 26,409 | 加仓 |
| PRECEDENT WEALTH PARTNERS, LLC | 190,052 | $449.28万 | 0.75% | 18,141 | 加仓 |
| CENTRAL VALLEY ADVISORS, LLC | 184,560 | $436.30万 | 1.12% | 15,026 | 加仓 |
| Hills Bank & Trust Co | 178,708 | $422.47万 | 0.18% | -51,707 | 减仓 |
| Avior Wealth Management, LLC | 171,608 | $405.68万 | 0.11% | -10,903 | 减仓 |
| OSAIC HOLDINGS, INC. | 163,122 | $385.62万 | 0.00% | 24,671 | 加仓 |
| MONECO ADVISORS, LLC | 159,326 | $376.65万 | 0.23% | 8,918 | 加仓 |
| Summit Financial, LLC | 157,385 | $372.06万 | 0.04% | -58,604 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 131,780 | $311.53万 | 0.00% | 7,045 | 加仓 |
| AMERIPRISE FINANCIAL INC | 127,095 | $300.45万 | 0.00% | 18,179 | 加仓 |
| Asset Dedication, LLC | 124,958 | $295.40万 | 0.19% | 3,217 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 110,974 | $262.34万 | 0.00% | 5,942 | 加仓 |
| Kathmere Capital Management, LLC | 105,642 | $249.74万 | 0.13% | 1,258 | 加仓 |
| Legacy Private Trust Co. | 99,784 | $235.89万 | 0.13% | 42,264 | 加仓 |
| MML INVESTORS SERVICES, LLC | 95,568 | $225.92万 | 0.00% | 26,104 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 94,170 | $222.62万 | 0.00% | 10,674 | 加仓 |
| SIGNATUREFD, LLC | 90,102 | $213.00万 | 0.03% | 0 | 不变 |
| VestGen Advisors, LLC | 87,804 | $207.57万 | 0.06% | -4,793 | 减仓 |
| STIFEL FINANCIAL CORP | 78,505 | $185.59万 | 0.00% | 9,729 | 加仓 |
| Paulson Wealth Management Inc. | 77,726 | $183.74万 | 0.39% | -785 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 76,697 | $181.37万 | 0.00% | 7,515 | 加仓 |
| Cornerstone Wealth Management, LLC | 75,529 | $178.55万 | 0.08% | 4,541 | 加仓 |
| Kestra Advisory Services, LLC | 72,726 | $171.92万 | 0.01% | 31,857 | 加仓 |
| ROYAL BANK OF CANADA | 64,701 | $153.00万 | 0.00% | -3,158 | 减仓 |
| Equitable Holdings, Inc. | 63,003 | $148.94万 | 0.01% | -5,972 | 减仓 |
| Farnam Financial LLC | 62,710 | $148.25万 | 1.08% | 13,270 | 加仓 |
| MISSION WEALTH MANAGEMENT, LP | 62,477 | $147.70万 | 0.02% | 62,477 | 新建仓 |
| Clark Asset Management, LLC | 61,999 | $146.56万 | 0.12% | 14,918 | 加仓 |
| OLD MISSION CAPITAL LLC | 57,709 | $136.42万 | 0.02% | 57,709 | 新建仓 |
| Aptus Capital Advisors, LLC | 57,158 | $135.12万 | 0.01% | 3,075 | 加仓 |
| Private Advisor Group, LLC | 54,416 | $128.64万 | 0.01% | 1,105 | 加仓 |
| Farmers National Bank | 51,290 | $121.25万 | 0.25% | 26 | 加仓 |
| OLD SECOND NATIONAL BANK OF AURORA | 50,354 | $119.04万 | 0.22% | 18,848 | 加仓 |
| Garrett Wealth Advisory Group, LLC | 49,731 | $117.56万 | 0.18% | 49,731 | 新建仓 |
| Steward Partners Investment Advisory, LLC | 47,946 | $113.34万 | 0.01% | -49 | 减仓 |
| Astoria Portfolio Advisors LLC. | 47,872 | $113.17万 | 0.19% | -476 | 减仓 |
| PAX Financial Group, LLC | 47,651 | $112.65万 | 0.17% | 461 | 加仓 |
内部人交易（Form 4）
BSMR 董事、高管和大股东的最新买卖申报。专业版可看 🔒