BSMT INVESCO EXCH TRD SLF IDX FD
BULSHS 2029 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 | 124 | 8,212,339 | $1.89亿 | 15 | 53 | 28 | 5 | -$982.43万 |
| 2026Q1 | 116 | 8,724,066 | $2.01亿 | 13 | 58 | 22 | 5 | $3,333.03万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Elequin Capital, LP | 加仓 | $2,031.20万 |
| UBS Group AG | 加仓 | $122.79万 |
| Willis Johnson & Associates, Inc. | 新建仓 | $98.88万 |
| Legacy Private Trust Co. | 加仓 | $66.83万 |
| NewEdge Advisors, LLC | 加仓 | $65.56万 |
| Avior Wealth Management, LLC | 加仓 | $64.11万 |
| LPL Financial LLC | 加仓 | $63.87万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $62.34万 |
| Hills Bank & Trust Co | 加仓 | $60.24万 |
| OSAIC HOLDINGS, INC. | 加仓 | $55.75万 |
| Clark Asset Management, LLC | 加仓 | $54.99万 |
| Anchor Investment Management, LLC | 加仓 | $51.80万 |
| Integrated Wealth Concepts LLC | 加仓 | $51.69万 |
| Carnegie Investment Counsel | 加仓 | $49.37万 |
| HighTower Advisors, LLC | 加仓 | $48.27万 |
| MONECO ADVISORS, LLC | 加仓 | $45.82万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $44.06万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $43.90万 |
| Paulson Wealth Management Inc. | 加仓 | $43.78万 |
| Invesco Ltd. | 加仓 | $36.34万 |
2026Q1 卖出最多
| Koss-Olinger Consulting, LLC | 清仓 | -$66.10万 |
| Summit Trail Advisors, LLC | 清仓 | -$48.71万 |
| Kathmere Capital Management, LLC | 减仓 | -$48.05万 |
| StoneX Group Inc. | 清仓 | -$43.27万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 清仓 | -$39.36万 |
| CENTRAL VALLEY ADVISORS, LLC | 减仓 | -$31.57万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$25.77万 |
| Key Financial Inc | 减仓 | -$22.32万 |
| Sequoia Financial Advisors, LLC | 减仓 | -$20.89万 |
| Cambridge Financial Group, LLC | 减仓 | -$16.16万 |
| Farther Finance Advisors, LLC | 减仓 | -$12.86万 |
| MORGAN STANLEY | 减仓 | -$9.86万 |
| JANE STREET GROUP, LLC | 减仓 | -$7.64万 |
| Kestra Advisory Services, LLC | 减仓 | -$6.96万 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 重新持有 | -$6.64万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$4.13万 |
| FF Advisors,LLC | 减仓 | -$3.94万 |
| VestGen Advisors, LLC | 减仓 | -$3.58万 |
| TLWM | 减仓 | -$2.72万 |
| CWM, LLC | 清仓 | -$2.00万 |
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 |
|---|---|---|---|---|---|
| Elequin Capital, LP | 943,376 | $2,214.11万 | 1.79% | 865,440 | 加仓 |
| Hills Bank & Trust Co | 659,279 | $1,517.91万 | 0.73% | 26,163 | 加仓 |
| WELLS FARGO & COMPANY/MN | 586,718 | $1,350.85万 | 0.00% | 7,419 | 加仓 |
| LPL Financial LLC | 299,559 | $689.70万 | 0.00% | 27,739 | 加仓 |
| Invesco Ltd. | 296,105 | $681.75万 | 0.00% | 15,785 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 291,824 | $671.87万 | 0.00% | 27,076 | 加仓 |
| Kathmere Capital Management, LLC | 251,833 | $579.82万 | 0.36% | -20,869 | 减仓 |
| MORGAN STANLEY | 245,117 | $564.35万 | 0.00% | -4,281 | 减仓 |
| UBS Group AG | 233,923 | $538.58万 | 0.00% | 53,333 | 加仓 |
| Avior Wealth Management, LLC | 229,676 | $528.80万 | 0.15% | 27,846 | 加仓 |
| HighTower Advisors, LLC | 221,140 | $509.15万 | 0.01% | 20,967 | 加仓 |
| NewEdge Advisors, LLC | 199,494 | $459.31万 | 0.02% | 28,476 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 199,409 | $459.12万 | 0.00% | -1,794 | 减仓 |
| Atlantic Union Bankshares Corp | 190,603 | $438.84万 | 0.08% | 13,592 | 加仓 |
| CENTRAL VALLEY ADVISORS, LLC | 176,473 | $406.31万 | 1.11% | -13,713 | 减仓 |
| PRECEDENT WEALTH PARTNERS, LLC | 166,299 | $382.88万 | 0.77% | 12,852 | 加仓 |
| Sequoia Financial Advisors, LLC | 160,243 | $368.94万 | 0.02% | -9,075 | 减仓 |
| MONECO ADVISORS, LLC | 153,210 | $352.75万 | 0.27% | 19,899 | 加仓 |
| Integrated Wealth Concepts LLC | 135,406 | $311.76万 | 0.02% | 22,449 | 加仓 |
| OSAIC HOLDINGS, INC. | 118,420 | $272.60万 | 0.00% | 24,218 | 加仓 |
| Key Financial Inc | 110,776 | $255.05万 | 0.45% | -9,696 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 110,167 | $253.65万 | 0.00% | 19,138 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 107,458 | $247.41万 | 0.00% | 9,279 | 加仓 |
| Lido Advisors, LLC | 106,400 | $244.97万 | 0.01% | 0 | 不变 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 104,378 | $240.32万 | 0.04% | -2,882 | 重新持有 |
| Focus Partners Wealth | 99,679 | $229.50万 | 0.00% | 4,617 | 加仓 |
| Clark Asset Management, LLC | 98,737 | $227.33万 | 0.21% | 23,885 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 98,583 | $226.97万 | 0.00% | 8,770 | 加仓 |
| Legacy Private Trust Co. | 87,429 | $201.29万 | 0.12% | 29,028 | 加仓 |
| JANE STREET GROUP, LLC | 85,969 | $197.93万 | 0.00% | -3,318 | 减仓 |
| Kestra Advisory Services, LLC | 79,023 | $181.94万 | 0.01% | -3,023 | 减仓 |
| SIGNATUREFD, LLC | 77,860 | $179.26万 | 0.03% | 0 | 不变 |
| VestGen Advisors, LLC | 74,934 | $172.94万 | 0.04% | -1,551 | 减仓 |
| Asset Dedication, LLC | 74,984 | $172.64万 | 0.12% | 5,943 | 加仓 |
| Financial Solutions Advisory Group, Inc. | 72,527 | $166.98万 | 0.23% | — | — |
| Coastline Complete Wealth LLC | 68,735 | $158.25万 | 0.98% | -165 | 减仓 |
| MML INVESTORS SERVICES, LLC | 64,126 | $147.64万 | 0.00% | -11,192 | 减仓 |
| Paulson Wealth Management Inc. | 57,536 | $132.47万 | 0.31% | 19,013 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 56,006 | $128.56万 | 0.00% | 19,124 | 加仓 |
| Farmers National Bank | 52,436 | $120.73万 | 0.27% | 149 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 46,435 | $106.91万 | 0.00% | 12,937 | 加仓 |
| HUNTINGTON NATIONAL BANK | 43,690 | $100.59万 | 0.01% | 13,395 | 加仓 |
| Carnegie Investment Counsel | 43,052 | $99.12万 | 0.02% | 21,444 | 加仓 |
| Willis Johnson & Associates, Inc. | 42,947 | $98.88万 | 0.06% | 42,947 | 新建仓 |
| AlphaStar Capital Management, LLC | 39,374 | $90.65万 | 0.07% | 36 | 加仓 |
| Sanctuary Advisors, LLC | 39,134 | $90.10万 | 0.00% | 2,265 | 加仓 |
| BROWN ADVISORY INC | 39,086 | $89.99万 | 0.00% | 2,150 | 加仓 |
| Equitable Holdings, Inc. | 37,175 | $86.06万 | 0.01% | 900 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 36,443 | $83.91万 | 0.01% | 5,546 | 加仓 |
| FOURPATH CAPITAL MANAGEMENT, LLC | 32,363 | $74.51万 | 0.11% | 2,363 | 加仓 |
内部人交易（Form 4）
BSMT 董事、高管和大股东的最新买卖申报。专业版可看 🔒