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 🔒 | ||||||||
2026Q2 买入最多
| RAYMOND JAMES FINANCIAL INC | 加仓 | $420.13万 |
| Integrated Wealth Concepts LLC | 加仓 | $265.71万 |
| Atlantic Union Bankshares Corp | 加仓 | $255.92万 |
| OSAIC HOLDINGS, INC. | 加仓 | $117.00万 |
| Legacy Private Trust Co. | 加仓 | $103.98万 |
| MISSION WEALTH MANAGEMENT, LP | 加仓 | $95.22万 |
| Garrett Wealth Advisory Group, LLC | 新建仓 | $87.74万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $83.54万 |
| Wedmont Private Capital | 新建仓 | $71.71万 |
| LPL Financial LLC | 加仓 | $56.91万 |
| Jacobi Capital Management LLC | 加仓 | $55.85万 |
| Kathmere Capital Management, LLC | 加仓 | $53.17万 |
| Baird Financial Group, Inc. | 加仓 | $43.95万 |
| Cambridge Investment Research Advisors, Inc. | 新建仓 | $43.80万 |
| NewEdge Advisors, LLC | 加仓 | $39.03万 |
| Creative Planning | 新建仓 | $37.41万 |
| WEDBUSH SECURITIES INC | 新建仓 | $35.10万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $33.01万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 新建仓 | $30.96万 |
| OneDigital Investment Advisors LLC | 新建仓 | $30.42万 |
2026Q2 卖出最多
| Elequin Capital, LP | 清仓 | -$2,214.11万 |
| Focus Partners Wealth | 清仓 | -$229.50万 |
| UBS Group AG | 减仓 | -$180.97万 |
| JANE STREET GROUP, LLC | 减仓 | -$138.53万 |
| Sequoia Financial Advisors, LLC | 减仓 | -$120.58万 |
| Avior Wealth Management, LLC | 减仓 | -$83.65万 |
| Key Financial Inc | 减仓 | -$71.57万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$44.09万 |
| Addison Advisors LLC | 减仓 | -$38.89万 |
| Cambridge Financial Group, LLC | 清仓 | -$36.70万 |
| First Command Advisory Services, Inc. | 减仓 | -$26.51万 |
| D.A. DAVIDSON & CO. | 清仓 | -$20.82万 |
| Cetera Investment Advisers | 减仓 | -$20.80万 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 减仓 | -$18.32万 |
| CENTRAL VALLEY ADVISORS, LLC | 减仓 | -$15.49万 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 减仓 | -$15.09万 |
| Ascentis Independent Advisors | 清仓 | -$14.04万 |
| Asset Dedication, LLC | 减仓 | -$8.30万 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 减仓 | -$8.25万 |
| Clark Asset Management, LLC | 减仓 | -$5.91万 |
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 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | 664,948 | $1,531.38万 | 0.65% | 5,669 | 加仓 |
| WELLS FARGO & COMPANY/MN | 567,574 | $1,307.12万 | 0.00% | -19,144 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 381,835 | $879.37万 | 0.00% | 182,426 | 加仓 |
| LPL Financial LLC | 324,270 | $746.79万 | 0.00% | 24,711 | 加仓 |
| Invesco Ltd. | 303,363 | $698.65万 | 0.00% | 7,258 | 加仓 |
| Atlantic Union Bankshares Corp | 301,728 | $694.88万 | 0.12% | 111,125 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 293,262 | $675.38万 | 0.00% | 1,438 | 加仓 |
| Kathmere Capital Management, LLC | 274,921 | $633.14万 | 0.33% | 23,088 | 加仓 |
| Integrated Wealth Concepts LLC | 250,783 | $577.55万 | 0.03% | 115,377 | 加仓 |
| MORGAN STANLEY | 247,954 | $571.04万 | 0.00% | 2,837 | 加仓 |
| HighTower Advisors, LLC | 225,499 | $519.32万 | 0.00% | 4,359 | 加仓 |
| NewEdge Advisors, LLC | 216,442 | $498.47万 | 0.01% | 16,948 | 加仓 |
| Avior Wealth Management, LLC | 193,355 | $445.30万 | 0.12% | -36,321 | 减仓 |
| PRECEDENT WEALTH PARTNERS, LLC | 178,979 | $412.19万 | 0.69% | 12,680 | 加仓 |
| CENTRAL VALLEY ADVISORS, LLC | 169,747 | $390.93万 | 1.00% | -6,726 | 减仓 |
| OSAIC HOLDINGS, INC. | 169,221 | $389.72万 | 0.00% | 50,801 | 加仓 |
| MONECO ADVISORS, LLC | 158,107 | $364.12万 | 0.22% | 4,897 | 加仓 |
| UBS Group AG | 155,342 | $357.75万 | 0.00% | -78,581 | 减仓 |
| Legacy Private Trust Co. | 132,580 | $305.33万 | 0.17% | 45,151 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 112,989 | $260.21万 | 0.00% | 2,822 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 110,271 | $253.96万 | 0.00% | 11,688 | 加仓 |
| Sequoia Financial Advisors, LLC | 107,886 | $248.46万 | 0.01% | -52,357 | 减仓 |
| Lido Advisors, LLC | 106,400 | $245.04万 | 0.01% | 0 | 不变 |
| ENVESTNET ASSET MANAGEMENT INC | 105,968 | $244.04万 | 0.00% | -1,490 | 减仓 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 96,425 | $222.07万 | 0.03% | -7,953 | 减仓 |
| Clark Asset Management, LLC | 96,171 | $221.48万 | 0.17% | -2,566 | 减仓 |
| Kestra Advisory Services, LLC | 87,624 | $201.80万 | 0.01% | 8,601 | 加仓 |
| VestGen Advisors, LLC | 79,868 | $183.94万 | 0.05% | 4,934 | 加仓 |
| Key Financial Inc | 79,698 | $183.54万 | 0.30% | -31,078 | 减仓 |
| SIGNATUREFD, LLC | 77,860 | $179.31万 | 0.02% | 0 | 不变 |
| MML INVESTORS SERVICES, LLC | 76,642 | $176.51万 | 0.00% | 12,516 | 加仓 |
| Financial Solutions Advisory Group, Inc. | 72,527 | $167.14万 | 0.21% | 0 | 不变 |
| Asset Dedication, LLC | 71,381 | $164.39万 | 0.10% | -3,603 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 70,341 | $162.00万 | 0.00% | 14,335 | 加仓 |
| Paulson Wealth Management Inc. | 56,803 | $130.82万 | 0.28% | -733 | 减仓 |
| HUNTINGTON NATIONAL BANK | 53,089 | $122.26万 | 0.01% | 9,399 | 加仓 |
| Farmers National Bank | 53,086 | $122.26万 | 0.26% | 650 | 加仓 |
| MISSION WEALTH MANAGEMENT, LP | 51,344 | $118.25万 | 0.01% | 41,344 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 46,396 | $106.85万 | 0.00% | -39 | 减仓 |
| Willis Johnson & Associates, Inc. | 43,244 | $99.59万 | 0.06% | 297 | 加仓 |
| Carnegie Investment Counsel | 42,938 | $98.89万 | 0.02% | -114 | 减仓 |
| Jacobi Capital Management LLC | 42,726 | $98.40万 | 0.05% | 24,250 | 加仓 |
| BROWN ADVISORY INC | 41,306 | $95.13万 | 0.00% | 2,220 | 加仓 |
| Sanctuary Advisors, LLC | 39,841 | $91.75万 | 0.00% | 707 | 加仓 |
| AlphaStar Capital Management, LLC | 38,417 | $88.47万 | 0.06% | -957 | 减仓 |
| Garrett Wealth Advisory Group, LLC | 38,098 | $87.74万 | 0.13% | 38,098 | 新建仓 |
| Equitable Holdings, Inc. | 36,501 | $84.06万 | 0.01% | -674 | 减仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,275 | $83.54万 | 0.00% | 36,275 | 新建仓 |
| STIFEL FINANCIAL CORP | 35,479 | $81.71万 | 0.00% | 4,094 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 34,314 | $79.02万 | 0.01% | -2,129 | 减仓 |
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 🔒