BSMW INVESCO EXCH TRD SLF IDX FD
BULLETSHS 32 MUN
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 | 70 | 5,176,720 | $1.30亿 | 9 | 38 | 10 | 6 | $1,659.15万 |
| 2026Q1 | 65 | 4,475,895 | $1.11亿 | 6 | 36 | 12 | 5 | $1,264.51万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| UBS Group AG | 加仓 | $264.05万 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 加仓 | $257.62万 |
| Stratos Wealth Advisors, LLC | 加仓 | $184.58万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $155.93万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $131.08万 |
| HighTower Advisors, LLC | 加仓 | $128.14万 |
| Legacy Private Trust Co. | 加仓 | $108.70万 |
| MORGAN STANLEY | 加仓 | $64.53万 |
| Clark Asset Management, LLC | 加仓 | $54.96万 |
| Atlantic Union Bankshares Corp | 加仓 | $54.29万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $54.25万 |
| MONECO ADVISORS, LLC | 加仓 | $50.30万 |
| OSAIC HOLDINGS, INC. | 加仓 | $43.63万 |
| STIFEL FINANCIAL CORP | 加仓 | $38.23万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 加仓 | $34.11万 |
| PRECEDENT WEALTH PARTNERS, LLC | 加仓 | $28.93万 |
| Key Financial Inc | 加仓 | $26.58万 |
| Kestra Advisory Services, LLC | 加仓 | $25.77万 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 新建仓 | $23.28万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $19.74万 |
2026Q1 卖出最多
| JANE STREET GROUP, LLC | 减仓 | -$163.44万 |
| Elequin Capital, LP | 清仓 | -$87.60万 |
| Koss-Olinger Consulting, LLC | 清仓 | -$54.90万 |
| Asset Dedication, LLC | 减仓 | -$52.92万 |
| Cerity Partners LLC | 清仓 | -$50.96万 |
| LPL Financial LLC | 减仓 | -$37.48万 |
| Summit Trail Advisors, LLC | 减仓 | -$33.23万 |
| StoneX Group Inc. | 清仓 | -$32.95万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$25.90万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$16.05万 |
| Sequoia Financial Advisors, LLC | 减仓 | -$15.15万 |
| Farther Finance Advisors, LLC | 清仓 | -$13.45万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$9.76万 |
| Invesco Ltd. | 减仓 | -$6.57万 |
| VestGen Advisors, LLC | 减仓 | -$5.33万 |
| CAPTRUST FINANCIAL ADVISORS | 减仓 | -$1.90万 |
| COOKSON PEIRCE & CO INC | 减仓 | -$4,026 |
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 | 464,271 | $1,153.89万 | 0.00% | 25,963 | 加仓 |
| LPL Financial LLC | 421,922 | $1,048.64万 | 0.00% | -15,082 | 减仓 |
| Stratos Wealth Advisors, LLC | 238,650 | $593.14万 | 0.36% | 74,266 | 加仓 |
| WELLS FARGO & COMPANY/MN | 237,129 | $589.36万 | 0.00% | -3,927 | 减仓 |
| Atlantic Union Bankshares Corp | 226,065 | $561.86万 | 0.11% | 21,842 | 加仓 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 212,666 | $528.56万 | 0.08% | 103,654 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 198,668 | $493.75万 | 0.00% | 62,739 | 加仓 |
| Invesco Ltd. | 169,437 | $421.12万 | 0.00% | -2,643 | 减仓 |
| PRECEDENT WEALTH PARTNERS, LLC | 161,355 | $401.03万 | 0.80% | 11,640 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 145,942 | $362.72万 | 0.00% | 7,737 | 加仓 |
| UBS Group AG | 138,713 | $344.76万 | 0.00% | 106,240 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 117,176 | $291.23万 | 0.00% | 52,742 | 加仓 |
| Hills Bank & Trust Co | 115,584 | $287.27万 | 0.14% | 5,610 | 加仓 |
| MONECO ADVISORS, LLC | 114,289 | $284.05万 | 0.22% | 20,237 | 加仓 |
| Envision Financial Planning, LLC | 112,884 | $280.56万 | 1.02% | 5,097 | 加仓 |
| Kestra Advisory Services, LLC | 108,408 | $269.43万 | 0.01% | 10,368 | 加仓 |
| Lido Advisors, LLC | 107,600 | $267.43万 | 0.01% | 7,900 | 加仓 |
| HighTower Advisors, LLC | 106,184 | $263.91万 | 0.00% | 51,556 | 加仓 |
| AMERIPRISE FINANCIAL INC | 90,197 | $224.17万 | 0.00% | 21,829 | 加仓 |
| Legacy Private Trust Co. | 69,770 | $173.40万 | 0.11% | 43,735 | 加仓 |
| Clark Asset Management, LLC | 69,307 | $172.25万 | 0.16% | 22,115 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 65,511 | $162.82万 | 0.00% | 7,941 | 加仓 |
| STIFEL FINANCIAL CORP | 58,051 | $144.28万 | 0.00% | 15,381 | 加仓 |
| Key Financial Inc | 49,403 | $122.79万 | 0.22% | 10,695 | 加仓 |
| OSAIC HOLDINGS, INC. | 48,742 | $121.12万 | 0.00% | 17,556 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 45,276 | $112.24万 | 0.01% | 13,761 | 加仓 |
| Equitable Holdings, Inc. | 43,870 | $110.16万 | 0.01% | 2,466 | 加仓 |
| MML INVESTORS SERVICES, LLC | 41,730 | $103.71万 | 0.00% | -6,457 | 减仓 |
| VestGen Advisors, LLC | 39,868 | $99.64万 | 0.02% | -2,133 | 减仓 |
| FLOW TRADERS U.S. LLC | 40,005 | $99.40万 | 0.03% | 0 | 不变 |
| JONES FINANCIAL COMPANIES LLLP | 31,221 | $77.31万 | 0.00% | 4,504 | 加仓 |
| Marietta Wealth Management, LLC | 28,600 | $71.08万 | 0.08% | 300 | 加仓 |
| Integrated Wealth Concepts LLC | 26,648 | $66.23万 | 0.01% | 1,540 | 加仓 |
| Sequoia Financial Advisors, LLC | 24,945 | $62.00万 | 0.00% | -6,095 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 24,827 | $61.70万 | 0.00% | -10,423 | 减仓 |
| Addison Advisors LLC | 22,299 | $55.42万 | 0.12% | 304 | 加仓 |
| HUNTINGTON NATIONAL BANK | 21,544 | $53.55万 | 0.00% | 1,200 | 加仓 |
| JANE STREET GROUP, LLC | 19,687 | $48.93万 | 0.00% | -65,761 | 减仓 |
| Summit Trail Advisors, LLC | 18,573 | $46.16万 | 0.01% | -13,371 | 减仓 |
| Asset Dedication, LLC | 18,161 | $45.14万 | 0.03% | -21,294 | 减仓 |
| Jacobi Capital Management LLC | 16,886 | $41.97万 | 0.02% | 0 | 不变 |
| Invariant Investment Management | 16,187 | $40.64万 | 0.25% | 127 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 16,014 | $39.80万 | 0.00% | -766 | 减仓 |
| ROYAL BANK OF CANADA | 14,388 | $35.80万 | 0.00% | 1,904 | 加仓 |
| Bill Few Associates, Inc. | 12,157 | $30.21万 | 0.07% | 0 | 不变 |
| HARBOUR INVESTMENTS, INC. | 12,036 | $29.91万 | 0.00% | 0 | 不变 |
| Beacon Pointe Advisors, LLC | 10,027 | $24.92万 | 0.00% | 797 | 加仓 |
| Cambridge Financial Group, LLC | 9,715 | $24.15万 | 0.08% | 0 | 不变 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 9,365 | $23.28万 | 0.01% | 9,365 | 新建仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 9,000 | $22.37万 | 0.01% | 0 | 不变 |
内部人交易（Form 4）
BSMW 董事、高管和大股东的最新买卖申报。专业版可看 🔒