13F 机构持仓

BSMU INVESCO EXCH TRD SLF IDX FD

INVSC 30 MUNI BD

持有机构数1072026Q2
26Q126Q2
机构合计持股(股)8,105,4922026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q21078,105,492$1.78亿 1642245$1,542.66万
2026Q1967,414,846$1.62亿 1146209$804.94万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Kathmere Capital Management, LLC新建仓$604.26万
HighTower Advisors, LLC加仓$145.47万
MISSION WEALTH MANAGEMENT, LP新建仓$111.75万
Atlantic Union Bankshares Corp加仓$107.01万
Integrated Wealth Concepts LLC加仓$82.38万
Legacy Private Trust Co.加仓$77.31万
Wedmont Private Capital新建仓$70.80万
IMA Advisory Services, Inc.新建仓$68.22万
LPL Financial LLC加仓$67.05万
SAX WEALTH ADVISORS, LLC新建仓$65.36万
Garrett Wealth Advisory Group, LLC新建仓$61.35万
JONES FINANCIAL COMPANIES LLLP加仓$59.01万
Jacobi Capital Management LLC加仓$55.89万
Stratos Wealth Advisors, LLC加仓$51.91万
Clark Asset Management, LLC加仓$51.49万
OSAIC HOLDINGS, INC.加仓$51.28万
BANK OF AMERICA CORP /DE/加仓$44.27万
WEDBUSH SECURITIES INC新建仓$35.20万
Cambridge Investment Research Advisors, Inc.加仓$34.11万
Baird Financial Group, Inc.新建仓$33.26万

2026Q2 卖出最多

Hills Bank & Trust Co减仓-$122.12万
UBS Group AG减仓-$103.29万
Elequin Capital, LP重新持有-$94.33万
Key Financial Inc减仓-$71.82万
AE Wealth Management LLC减仓-$44.25万
Addison Advisors LLC减仓-$43.92万
Cambridge Financial Group, LLC清仓-$37.18万
Invesco Ltd.减仓-$37.13万
MORGAN STANLEY减仓-$29.36万
NESTEGG ADVISORS, INC.减仓-$25.21万
Avior Wealth Management, LLC清仓-$23.20万
CGN Advisors LLC清仓-$20.43万
CONFLUENCE INVESTMENT MANAGEMENT LLC减仓-$18.36万
CENTRAL VALLEY ADVISORS, LLC减仓-$15.32万
Ascentis Independent Advisors清仓-$13.96万
WELLS FARGO & COMPANY/MN减仓-$11.72万
First Command Advisory Services, Inc.减仓-$8.76万
JANE STREET GROUP, LLC减仓-$6.94万
HOWARD WEALTH MANAGEMENT, LLC减仓-$5.25万
Capital Analysts, LLC减仓-$5.12万

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
WELLS FARGO & COMPANY/MN513,455$1,125.42万0.00%-5,347减仓
LPL Financial LLC465,215$1,019.68万0.00%30,591加仓
Hills Bank & Trust Co405,165$888.06万0.38%-55,714减仓
MORGAN STANLEY327,565$717.97万0.00%-13,396减仓
Stratos Wealth Advisors, LLC319,294$699.85万0.38%23,685加仓
Invesco Ltd.315,158$690.78万0.00%-16,941减仓
BANK OF AMERICA CORP /DE/287,765$630.73万0.00%20,198加仓
Kathmere Capital Management, LLC275,686$604.26万0.32%275,686新建仓
HighTower Advisors, LLC275,525$603.91万0.01%66,369加仓
Atlantic Union Bankshares Corp251,404$551.04万0.09%48,821加仓
UBS Group AG248,848$545.45万0.00%-47,125减仓
RAYMOND JAMES FINANCIAL INC240,737$527.66万0.00%11,341加仓
NewEdge Advisors, LLC217,003$475.64万0.01%4,904加仓
Lido Advisors, LLC201,800$442.32万0.01%0不变
PRECEDENT WEALTH PARTNERS, LLC199,682$437.67万0.73%13,387加仓
Legacy Private Trust Co.182,183$399.32万0.22%35,270加仓
CENTRAL VALLEY ADVISORS, LLC173,734$380.80万0.98%-6,989减仓
MONECO ADVISORS, LLC166,980$366.00万0.22%4,280加仓
JONES FINANCIAL COMPANIES LLLP145,748$319.41万0.00%26,928加仓
Kestra Advisory Services, LLC136,072$298.25万0.01%6,880加仓
Parkway Wealth Management Group, LLC116,372$255.07万0.29%3,184加仓
CONFLUENCE INVESTMENT MANAGEMENT LLC114,674$251.35万0.04%-8,378减仓
ENVESTNET ASSET MANAGEMENT INC112,964$247.60万0.00%7,057加仓
Clark Asset Management, LLC112,774$247.18万0.19%23,493加仓
Insight Wealth Partners, LLC103,724$227.35万0.31%0不变
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO103,076$225.93万0.00%7,517加仓
OSAIC HOLDINGS, INC.90,042$197.37万0.00%23,395加仓
Integrated Wealth Concepts LLC85,898$188.27万0.01%37,583加仓
Envision Financial Planning, LLC82,807$181.50万0.59%2,463加仓
Key Financial Inc81,108$177.78万0.29%-32,767减仓
VestGen Advisors, LLC76,274$167.18万0.05%11,988加仓
COMMONWEALTH EQUITY SERVICES, LLC73,780$161.71万0.00%2,743加仓
AE Wealth Management LLC72,695$159.34万0.01%-20,187减仓
MML INVESTORS SERVICES, LLC70,222$153.92万0.00%13,343加仓
Asset Dedication, LLC64,841$142.12万0.09%-1,957减仓
Farmers National Bank61,618$135.06万0.28%1,024加仓
HUNTINGTON NATIONAL BANK57,868$126.84万0.01%12,109加仓
MISSION WEALTH MANAGEMENT, LP50,984$111.75万0.01%50,984新建仓
SIGNATUREFD, LLC50,295$110.24万0.01%0不变
Willis Johnson & Associates, Inc.45,347$99.39万0.06%324加仓
Jacobi Capital Management LLC44,929$98.48万0.05%25,500加仓
CAPTRUST FINANCIAL ADVISORS43,813$96.03万0.00%581加仓
FOURPATH CAPITAL MANAGEMENT, LLC40,000$87.67万0.12%0不变
Sarver Vrooman Wealth Advisors39,012$85.40万0.51%77加仓
STIFEL FINANCIAL CORP36,918$80.92万0.00%4,338加仓
AlphaStar Capital Management, LLC35,513$77.84万0.05%-404减仓
Paulson Wealth Management Inc.34,285$75.15万0.16%14加仓
Marietta Wealth Management, LLC32,644$71.55万0.07%0不变
Wedmont Private Capital32,350$70.80万0.02%32,350新建仓
IMA Advisory Services, Inc.31,126$68.22万0.04%31,126新建仓

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