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 🔒 | ||||||||
2026Q1 买入最多
| BANK OF AMERICA CORP /DE/ | 加仓 | $430.46万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $311.83万 |
| Thomas J. Herzfeld Advisors, Inc. | 新建仓 | $227.58万 |
| Thrivent Financial for Lutherans | 加仓 | $176.97万 |
| HighTower Advisors, LLC | 加仓 | $168.43万 |
| UBS Group AG | 加仓 | $136.80万 |
| LPL Financial LLC | 加仓 | $128.38万 |
| Willis Johnson & Associates, Inc. | 新建仓 | $99.70万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $79.26万 |
| Key Financial Inc | 加仓 | $78.69万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $71.39万 |
| OLD SECOND NATIONAL BANK OF AURORA | 加仓 | $62.22万 |
| Private Advisor Group, LLC | 加仓 | $62.17万 |
| Invesco Ltd. | 加仓 | $59.35万 |
| Legacy Private Trust Co. | 加仓 | $57.98万 |
| Integrated Wealth Concepts LLC | 加仓 | $57.57万 |
| River Street Advisors LLC | 加仓 | $56.80万 |
| Hills Bank & Trust Co | 加仓 | $56.41万 |
| Cambridge Financial Group, LLC | 新建仓 | $50.28万 |
| NewEdge Advisors, LLC | 加仓 | $49.23万 |
2026Q1 卖出最多
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 清仓 | -$577.23万 |
| Elequin Capital, LP | 清仓 | -$367.51万 |
| Summit Trail Advisors, LLC | 清仓 | -$79.16万 |
| Koss-Olinger Consulting, LLC | 清仓 | -$77.00万 |
| Sanctuary Advisors, LLC | 减仓 | -$68.44万 |
| Kathmere Capital Management, LLC | 减仓 | -$51.45万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$43.89万 |
| Asset Dedication, LLC | 减仓 | -$40.16万 |
| CENTRAL VALLEY ADVISORS, LLC | 减仓 | -$34.83万 |
| StoneX Group Inc. | 清仓 | -$33.88万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$31.87万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$25.87万 |
| BCS Wealth Management | 清仓 | -$22.83万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 清仓 | -$22.80万 |
| Brookstone Capital Management | 清仓 | -$20.72万 |
| Avior Wealth Management, LLC | 减仓 | -$20.56万 |
| Francis Financial, Inc. | 清仓 | -$20.27万 |
| STIFEL FINANCIAL CORP | 减仓 | -$18.52万 |
| Farther Finance Advisors, LLC | 减仓 | -$13.38万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$13.20万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 563,847 | $1,333.73万 | 0.00% | 13,563 | 加仓 |
| LPL Financial LLC | 500,074 | $1,182.87万 | 0.00% | 54,274 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 466,692 | $1,103.91万 | 0.00% | 181,981 | 加仓 |
| WELLS FARGO & COMPANY/MN | 462,632 | $1,094.31万 | 0.00% | 13,287 | 加仓 |
| Invesco Ltd. | 394,919 | $934.14万 | 0.00% | 25,091 | 加仓 |
| Financial Solutions Advisory Group, Inc. | 344,756 | $815.49万 | 1.13% | — | — |
| Key Financial Inc | 342,056 | $809.10万 | 1.44% | 33,267 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 332,665 | $786.88万 | 0.00% | 131,828 | 加仓 |
| UBS Group AG | 254,229 | $601.35万 | 0.00% | 57,834 | 加仓 |
| HighTower Advisors, LLC | 230,738 | $545.79万 | 0.01% | 71,206 | 加仓 |
| Hills Bank & Trust Co | 230,415 | $545.02万 | 0.26% | 23,849 | 加仓 |
| Summit Financial, LLC | 215,989 | $510.90万 | 0.07% | 1,600 | 加仓 |
| Atlantic Union Bankshares Corp | 214,466 | $507.30万 | 0.10% | 11,419 | 加仓 |
| NewEdge Advisors, LLC | 203,640 | $481.69万 | 0.02% | 20,812 | 加仓 |
| Integrated Wealth Concepts LLC | 196,490 | $464.78万 | 0.04% | 24,340 | 加仓 |
| Avior Wealth Management, LLC | 182,511 | $431.71万 | 0.12% | -8,690 | 减仓 |
| Thrivent Financial for Lutherans | 176,485 | $417.50万 | 0.01% | 74,810 | 加仓 |
| PRECEDENT WEALTH PARTNERS, LLC | 171,911 | $406.64万 | 0.81% | 14,018 | 加仓 |
| CENTRAL VALLEY ADVISORS, LLC | 169,534 | $401.02万 | 1.09% | -14,726 | 减仓 |
| Coastline Complete Wealth LLC | 166,160 | $393.03万 | 2.44% | 10,466 | 加仓 |
| Sanctuary Advisors, LLC | 158,199 | $374.20万 | 0.02% | -28,932 | 减仓 |
| MONECO ADVISORS, LLC | 150,408 | $355.78万 | 0.28% | 15,169 | 加仓 |
| OSAIC HOLDINGS, INC. | 138,451 | $327.44万 | 0.00% | 9,301 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 124,735 | $295.05万 | 0.00% | 9,162 | 加仓 |
| Asset Dedication, LLC | 121,741 | $287.97万 | 0.20% | -16,976 | 减仓 |
| Focus Partners Wealth | 112,943 | $267.16万 | 0.00% | 1,045 | 加仓 |
| AMERIPRISE FINANCIAL INC | 108,916 | $254.67万 | 0.00% | 33,895 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 105,032 | $248.44万 | 0.00% | -5,582 | 减仓 |
| Kathmere Capital Management, LLC | 104,384 | $246.91万 | 0.15% | -21,753 | 减仓 |
| Thomas J. Herzfeld Advisors, Inc. | 96,212 | $227.58万 | 0.77% | 96,212 | 新建仓 |
| VestGen Advisors, LLC | 92,597 | $218.76万 | 0.05% | -3,960 | 减仓 |
| SIGNATUREFD, LLC | 90,102 | $213.13万 | 0.03% | 2,522 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 83,496 | $197.50万 | 0.00% | 30,181 | 加仓 |
| Paulson Wealth Management Inc. | 78,511 | $185.71万 | 0.44% | 18,835 | 加仓 |
| Cornerstone Wealth Management, LLC | 70,988 | $167.91万 | 0.08% | 2,863 | 加仓 |
| MML INVESTORS SERVICES, LLC | 69,464 | $164.31万 | 0.00% | -18,557 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 69,182 | $163.32万 | 0.00% | 13,446 | 加仓 |
| Equitable Holdings, Inc. | 68,975 | $163.23万 | 0.01% | 1,768 | 加仓 |
| STIFEL FINANCIAL CORP | 68,776 | $162.68万 | 0.00% | -7,829 | 减仓 |
| ROYAL BANK OF CANADA | 67,859 | $160.50万 | 0.00% | 2,943 | 加仓 |
| Legacy Private Trust Co. | 57,520 | $136.06万 | 0.08% | 24,512 | 加仓 |
| Aptus Capital Advisors, LLC | 54,083 | $127.93万 | 0.01% | 10,722 | 加仓 |
| Private Advisor Group, LLC | 53,311 | $126.10万 | 0.01% | 26,282 | 加仓 |
| Farmers National Bank | 51,264 | $121.26万 | 0.27% | 315 | 加仓 |
| Farnam Financial LLC | 49,440 | $116.95万 | 0.96% | 2,100 | 加仓 |
| Astoria Portfolio Advisors LLC. | 48,348 | $114.17万 | 0.24% | -21 | 减仓 |
| Steward Partners Investment Advisory, LLC | 47,995 | $113.53万 | 0.01% | 2,833 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 47,203 | $111.65万 | 0.00% | 62 | 加仓 |
| PAX Financial Group, LLC | 47,190 | $111.62万 | 0.19% | 144 | 加仓 |
| Clark Asset Management, LLC | 47,081 | $111.36万 | 0.10% | 189 | 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 🔒