13F 机构持仓

BSMW INVESCO EXCH TRD SLF IDX FD

BULLETSHS 32 MUN

持有机构数702026Q2
26Q126Q2
机构合计持股(股)5,176,7202026Q2
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
2026Q2705,176,720$1.30亿 938106$1,659.15万
2026Q1654,475,895$1.11亿 636125$1,264.51万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Lido Advisors, LLC加仓$431.73万
MORGAN STANLEY加仓$132.28万
Atlantic Union Bankshares Corp加仓$120.80万
Legacy Private Trust Co.加仓$115.36万
Stratos Wealth Advisors, LLC加仓$107.85万
LPL Financial LLC加仓$93.14万
BANK OF AMERICA CORP /DE/加仓$74.77万
Hills Bank & Trust Co加仓$70.44万
Wedmont Private Capital新建仓$70.11万
SAX WEALTH ADVISORS, LLC新建仓$64.47万
SUSQUEHANNA INTERNATIONAL GROUP, LLP新建仓$62.07万
Jacobi Capital Management LLC加仓$56.06万
Clark Asset Management, LLC加仓$48.95万
JONES FINANCIAL COMPANIES LLLP加仓$48.48万
AMERIPRISE FINANCIAL INC加仓$44.15万
Cetera Investment Advisers新建仓$41.33万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$37.07万
OSAIC HOLDINGS, INC.加仓$36.82万
UBS Group AG加仓$36.80万
KESTRA PRIVATE WEALTH SERVICES, LLC新建仓$32.00万

2026Q2 卖出最多

FLOW TRADERS U.S. LLC清仓-$99.40万
Summit Trail Advisors, LLC清仓-$46.16万
CONFLUENCE INVESTMENT MANAGEMENT LLC减仓-$38.75万
VestGen Advisors, LLC减仓-$28.16万
Addison Advisors LLC减仓-$25.68万
Cambridge Financial Group, LLC清仓-$24.15万
HighTower Advisors, LLC减仓-$23.47万
STIFEL FINANCIAL CORP减仓-$23.10万
J.W. COLE ADVISORS, INC.重新持有-$15.01万
Ascentis Independent Advisors清仓-$14.04万
First Command Advisory Services, Inc.减仓-$9.80万
WELLS FARGO & COMPANY/MN减仓-$9.14万
Equitable Holdings, Inc.减仓-$4.94万
Aptus Capital Advisors, LLC减仓-$1.31万
JANE STREET GROUP, LLC减仓-$9,729
IFP Advisors, Inc清仓-$5,567
Root Financial Partners, LLC清仓-$3,281

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
MORGAN STANLEY516,887$1,299.45万0.00%52,616加仓
LPL Financial LLC458,971$1,153.85万0.00%37,049加仓
Stratos Wealth Advisors, LLC281,549$707.81万0.39%42,899加仓
Lido Advisors, LLC279,328$702.23万0.02%171,728加仓
Atlantic Union Bankshares Corp274,117$689.13万0.12%48,052加仓
WELLS FARGO & COMPANY/MN233,494$587.00万0.00%-3,635减仓
BANK OF AMERICA CORP /DE/228,408$574.22万0.00%29,740加仓
CONFLUENCE INVESTMENT MANAGEMENT LLC197,253$495.89万0.08%-15,413减仓
PRECEDENT WEALTH PARTNERS, LLC173,161$435.33万0.72%11,806加仓
Invesco Ltd.172,867$434.59万0.00%3,430加仓
RAYMOND JAMES FINANCIAL INC157,369$395.63万0.00%11,427加仓
UBS Group AG153,350$385.52万0.00%14,637加仓
Hills Bank & Trust Co143,604$361.02万0.15%28,020加仓
ENVESTNET ASSET MANAGEMENT INC125,681$315.96万0.00%8,505加仓
MONECO ADVISORS, LLC120,153$302.07万0.18%5,864加仓
Envision Financial Planning, LLC120,053$301.81万0.98%7,169加仓
Legacy Private Trust Co.115,658$290.76万0.16%45,888加仓
Kestra Advisory Services, LLC109,126$274.34万0.01%718加仓
AMERIPRISE FINANCIAL INC107,760$270.91万0.00%17,563加仓
HighTower Advisors, LLC96,848$243.48万0.00%-9,336减仓
Clark Asset Management, LLC88,780$223.19万0.18%19,473加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO80,257$201.77万0.00%14,746加仓
OSAIC HOLDINGS, INC.63,386$159.35万0.00%14,644加仓
Key Financial Inc54,685$137.48万0.23%5,282加仓
JONES FINANCIAL COMPANIES LLLP50,527$126.87万0.00%19,306加仓
STIFEL FINANCIAL CORP48,863$122.84万0.00%-9,188减仓
UNITED CAPITAL FINANCIAL ADVISORS, LLC48,765$122.30万0.01%3,489加仓
MML INVESTORS SERVICES, LLC48,590$122.16万0.00%6,860加仓
Equitable Holdings, Inc.41,904$105.35万0.01%-1,966减仓
Jacobi Capital Management LLC39,186$98.51万0.05%22,300加仓
Integrated Wealth Concepts LLC36,848$92.64万0.00%10,200加仓
VestGen Advisors, LLC28,667$72.07万0.02%-11,201减仓
Marietta Wealth Management, LLC28,600$71.90万0.07%0不变
Wedmont Private Capital27,948$70.11万0.02%27,948新建仓
SAX WEALTH ADVISORS, LLC25,938$64.47万0.03%25,938新建仓
Sequoia Financial Advisors, LLC24,945$62.71万0.00%0不变
HUNTINGTON NATIONAL BANK24,936$62.69万0.00%3,392加仓
COMMONWEALTH EQUITY SERVICES, LLC24,905$62.61万0.00%78加仓
IFG Advisory, LLC24,865$62.51万0.02%9,744重新持有
SUSQUEHANNA INTERNATIONAL GROUP, LLP24,690$62.07万0.00%24,690新建仓
Asset Dedication, LLC20,740$52.14万0.03%2,579加仓
J.W. COLE ADVISORS, INC.20,238$50.88万0.01%-5,972重新持有
JANE STREET GROUP, LLC19,300$48.52万0.00%-387减仓
CAPTRUST FINANCIAL ADVISORS17,310$43.52万0.00%1,296加仓
ROYAL BANK OF CANADA16,894$42.50万0.00%2,506加仓
Cetera Investment Advisers16,440$41.33万0.00%16,440新建仓
Invariant Investment Management16,316$41.05万0.24%129加仓
KESTRA PRIVATE WEALTH SERVICES, LLC12,730$32.00万0.00%12,730新建仓
Bill Few Associates, Inc.12,157$30.56万0.07%0不变
Addison Advisors LLC12,085$30.38万0.14%-10,214减仓

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