BSMS INVESCO EXCH TRD SLF IDX FD
BULSHS 2028 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 | 133 | 8,925,222 | $2.09亿 | 13 | 62 | 27 | 9 | $1,622.28万 |
| 2026Q1 | 130 | 8,443,847 | $1.98亿 | 14 | 64 | 22 | 6 | $1,923.13万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Elequin Capital, LP | 重新持有 | $272.66万 |
| Atlantic Union Bankshares Corp | 加仓 | $260.71万 |
| Integrated Wealth Concepts LLC | 加仓 | $240.45万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $173.30万 |
| CITADEL ADVISORS LLC | 新建仓 | $143.33万 |
| OSAIC HOLDINGS, INC. | 加仓 | $128.25万 |
| MISSION WEALTH MANAGEMENT, LP | 加仓 | $125.83万 |
| HighTower Advisors, LLC | 加仓 | $100.88万 |
| Garrett Wealth Advisory Group, LLC | 新建仓 | $95.09万 |
| Legacy Private Trust Co. | 加仓 | $86.75万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $85.53万 |
| Thrivent Financial for Lutherans | 加仓 | $78.68万 |
| Wedmont Private Capital | 新建仓 | $71.23万 |
| MORGAN STANLEY | 加仓 | $71.19万 |
| Jacobi Capital Management LLC | 加仓 | $56.02万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $54.22万 |
| TRUIST FINANCIAL CORP | 加仓 | $53.77万 |
| Invesco Ltd. | 加仓 | $48.37万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $43.82万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $38.28万 |
2026Q2 卖出最多
| Focus Partners Wealth | 清仓 | -$256.05万 |
| UBS Group AG | 减仓 | -$183.58万 |
| JANE STREET GROUP, LLC | 清仓 | -$173.61万 |
| Summit Financial, LLC | 减仓 | -$138.23万 |
| Hills Bank & Trust Co | 减仓 | -$133.87万 |
| Modern Wealth Management, LLC | 减仓 | -$88.60万 |
| Key Financial Inc | 减仓 | -$84.66万 |
| Addison Advisors LLC | 减仓 | -$47.58万 |
| Cambridge Financial Group, LLC | 清仓 | -$34.61万 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 清仓 | -$32.05万 |
| First Command Advisory Services, Inc. | 减仓 | -$29.18万 |
| Arlington Capital Management, Inc. | 清仓 | -$27.18万 |
| Wagner Wealth Management, Corp | 清仓 | -$21.94万 |
| Cetera Investment Advisers | 减仓 | -$16.42万 |
| Ascentis Independent Advisors | 清仓 | -$16.03万 |
| LANDAAS & CO /WI /ADV | 减仓 | -$10.19万 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 减仓 | -$8.03万 |
| VestGen Advisors, LLC | 减仓 | -$6.91万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$6.69万 |
| Kathmere Capital Management, LLC | 减仓 | -$6.30万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 525,668 | $1,232.16万 | 0.00% | 14,522 | 加仓 |
| MORGAN STANLEY | 431,869 | $1,012.30万 | 0.00% | 30,369 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 422,297 | $989.86万 | 0.00% | 73,935 | 加仓 |
| Invesco Ltd. | 418,580 | $981.15万 | 0.00% | 20,636 | 加仓 |
| TRUIST FINANCIAL CORP | 324,173 | $759.86万 | 0.01% | 22,940 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 299,578 | $702.21万 | 0.00% | 6,845 | 加仓 |
| Integrated Wealth Concepts LLC | 258,608 | $606.17万 | 0.03% | 102,581 | 加仓 |
| Atlantic Union Bankshares Corp | 258,432 | $605.76万 | 0.10% | 111,223 | 加仓 |
| NewEdge Advisors, LLC | 221,808 | $519.92万 | 0.02% | 14,255 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 216,228 | $506.84万 | 0.01% | 18,696 | 加仓 |
| Kathmere Capital Management, LLC | 208,191 | $488.00万 | 0.26% | -2,687 | 减仓 |
| Hills Bank & Trust Co | 189,779 | $444.84万 | 0.19% | -57,111 | 减仓 |
| CENTRAL VALLEY ADVISORS, LLC | 188,612 | $442.11万 | 1.13% | 14,737 | 加仓 |
| UBS Group AG | 186,076 | $436.16万 | 0.00% | -78,320 | 减仓 |
| PRECEDENT WEALTH PARTNERS, LLC | 179,962 | $421.83万 | 0.70% | 11,940 | 加仓 |
| HighTower Advisors, LLC | 172,737 | $404.89万 | 0.00% | 43,037 | 加仓 |
| OSAIC HOLDINGS, INC. | 169,848 | $398.12万 | 0.00% | 54,715 | 加仓 |
| WELLS FARGO & COMPANY/MN | 163,761 | $383.86万 | 0.00% | -2,854 | 减仓 |
| MONECO ADVISORS, LLC | 162,305 | $380.44万 | 0.23% | 3,704 | 加仓 |
| Summit Financial, LLC | 158,825 | $372.28万 | 0.04% | -58,974 | 减仓 |
| Thrivent Financial for Lutherans | 147,663 | $346.10万 | 0.01% | 33,568 | 加仓 |
| Financial Solutions Advisory Group, Inc. | 140,881 | $330.03万 | 0.42% | 2,500 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 137,943 | $323.34万 | 0.00% | 9,447 | 加仓 |
| Elequin Capital, LP | 117,520 | $275.47万 | 0.08% | 116,323 | 重新持有 |
| Invariant Investment Management | 113,415 | $266.47万 | 1.56% | 767 | 加仓 |
| Key Financial Inc | 110,601 | $259.25万 | 0.42% | -36,119 | 减仓 |
| MML INVESTORS SERVICES, LLC | 109,316 | $256.24万 | 0.01% | 36,487 | 加仓 |
| Asset Dedication, LLC | 107,511 | $252.01万 | 0.16% | -1,136 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 100,735 | $236.19万 | 0.00% | 23,125 | 加仓 |
| Legacy Private Trust Co. | 94,127 | $220.63万 | 0.12% | 37,008 | 加仓 |
| Clark Asset Management, LLC | 92,975 | $217.93万 | 0.17% | 12,892 | 加仓 |
| SIGNATUREFD, LLC | 86,920 | $203.74万 | 0.03% | 0 | 不变 |
| VestGen Advisors, LLC | 82,798 | $194.08万 | 0.06% | -2,946 | 减仓 |
| Sanctuary Advisors, LLC | 82,708 | $193.87万 | 0.01% | 1,385 | 加仓 |
| STIFEL FINANCIAL CORP | 79,600 | $186.58万 | 0.00% | 10,020 | 加仓 |
| Cornerstone Wealth Management, LLC | 66,554 | $156.00万 | 0.07% | 5,113 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 65,510 | $153.56万 | 0.00% | 11,905 | 加仓 |
| MISSION WEALTH MANAGEMENT, LP | 63,512 | $148.87万 | 0.02% | 53,682 | 加仓 |
| CITADEL ADVISORS LLC | 61,148 | $143.33万 | 0.00% | 61,148 | 新建仓 |
| Paulson Wealth Management Inc. | 58,752 | $137.71万 | 0.29% | -951 | 减仓 |
| Lido Advisors, LLC | 55,681 | $130.52万 | 0.00% | 1,500 | 加仓 |
| Farmers National Bank | 54,804 | $128.46万 | 0.27% | 639 | 加仓 |
| PAX Financial Group, LLC | 47,352 | $110.99万 | 0.16% | 492 | 加仓 |
| BROWN ADVISORY INC | 46,964 | $110.08万 | 0.00% | 0 | 不变 |
| Steward Partners Investment Advisory, LLC | 44,905 | $105.26万 | 0.01% | 949 | 加仓 |
| Accurate Wealth Management, LLC | 43,532 | $101.89万 | 0.10% | 6,923 | 加仓 |
| Willis Johnson & Associates, Inc. | 42,611 | $99.88万 | 0.06% | 228 | 加仓 |
| Jacobi Capital Management LLC | 42,182 | $98.87万 | 0.05% | 23,900 | 加仓 |
| Garrett Wealth Advisory Group, LLC | 40,566 | $95.09万 | 0.15% | 40,566 | 新建仓 |
| CAPTRUST FINANCIAL ADVISORS | 39,989 | $93.73万 | 0.00% | -1,206 | 减仓 |
内部人交易（Form 4）
BSMS 董事、高管和大股东的最新买卖申报。专业版可看 🔒