ICLO INVESCO ACTIVELY MANAGED EXC
AAA CLO FLTNG RT
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 | 93 | 14,726,151 | $3.77亿 | 9 | 43 | 24 | 9 | $4,508.77万 |
| 2026Q1 | 90 | 12,955,374 | $3.30亿 | 23 | 36 | 24 | 16 | $1,591.74万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Cetera Investment Advisers | 加仓 | $932.20万 |
| Independent Advisor Alliance | 新建仓 | $927.51万 |
| LPL Financial LLC | 加仓 | $923.80万 |
| Concurrent Investment Advisors, LLC | 加仓 | $506.40万 |
| Stewardship Advisors, LLC | 新建仓 | $500.73万 |
| Total Clarity Wealth Management, Inc. | 新建仓 | $283.30万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $282.56万 |
| Integrated Wealth Concepts LLC | 新建仓 | $240.93万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $190.40万 |
| FLAGSHIP HARBOR ADVISORS, LLC | 加仓 | $165.05万 |
| Signal Advisors Wealth, LLC | 新建仓 | $153.74万 |
| Leo Wealth, LLC | 加仓 | $121.78万 |
| Sepio Capital, LP | 加仓 | $99.06万 |
| PNC Financial Services Group, Inc. | 新建仓 | $77.04万 |
| RITHOLTZ WEALTH MANAGEMENT | 加仓 | $76.53万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $73.96万 |
| Kingsview Wealth Management, LLC | 加仓 | $73.08万 |
| PAX Financial Group, LLC | 新建仓 | $66.53万 |
| MATHER GROUP, LLC. | 新建仓 | $65.31万 |
| Brucke Financial, Inc. | 加仓 | $53.84万 |
2026Q1 卖出最多
| AE Wealth Management LLC | 减仓 | -$2,507.73万 |
| Bank of New York Mellon Corp | 减仓 | -$385.93万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$290.40万 |
| AXXCESS WEALTH MANAGEMENT, LLC | 清仓 | -$267.94万 |
| Invesco Ltd. | 减仓 | -$171.92万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$142.60万 |
| Key Capital Management, INC | 减仓 | -$109.79万 |
| Mariner, LLC | 减仓 | -$103.62万 |
| Private Advisor Group, LLC | 减仓 | -$81.58万 |
| LifeWealth Investments, LLC | 清仓 | -$73.59万 |
| San Luis Wealth Advisors LLC | 减仓 | -$66.17万 |
| B.O.S.S. Retirement Advisors, LLC | 减仓 | -$66.08万 |
| Jacobi Capital Management LLC | 减仓 | -$63.23万 |
| TRUIST FINANCIAL CORP | 清仓 | -$61.46万 |
| OLD MISSION CAPITAL LLC | 重新持有 | -$60.89万 |
| Elm3 Financial Group, LLC | 减仓 | -$42.84万 |
| ELEVATUS WELATH MANAGEMENT | 减仓 | -$42.01万 |
| J.W. COLE ADVISORS, INC. | 清仓 | -$41.45万 |
| Quest 10 Wealth Builders, Inc. | 减仓 | -$40.61万 |
| Tower Research Capital LLC (TRC) | 清仓 | -$37.58万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 3,746,881 | $9,558.29万 | 0.03% | 362,132 | 加仓 |
| Invesco Ltd. | 1,541,703 | $3,932.88万 | 0.00% | -67,393 | 减仓 |
| Bank of New York Mellon Corp | 949,513 | $2,422.21万 | 0.00% | -151,287 | 减仓 |
| Cetera Investment Advisers | 412,542 | $1,052.40万 | 0.01% | 365,424 | 加仓 |
| Modern Wealth Management, LLC | 411,985 | $1,051.18万 | 0.18% | 12,079 | 加仓 |
| FLAGSHIP HARBOR ADVISORS, LLC | 370,758 | $945.80万 | 0.42% | 64,699 | 加仓 |
| Kingsview Wealth Management, LLC | 365,992 | $933.65万 | 0.13% | 28,647 | 加仓 |
| Independent Advisor Alliance | 363,585 | $927.51万 | 0.10% | 363,585 | 新建仓 |
| Private Advisor Group, LLC | 357,867 | $912.92万 | 0.04% | -31,981 | 减仓 |
| Concurrent Investment Advisors, LLC | 285,922 | $729.39万 | 0.08% | 198,509 | 加仓 |
| Rooted Wealth Advisors, Inc. | 241,314 | $615.11万 | 1.62% | 263 | 加仓 |
| Stewardship Advisors, LLC | 196,287 | $500.73万 | 1.15% | 196,287 | 新建仓 |
| ENVESTNET ASSET MANAGEMENT INC | 194,069 | $495.07万 | 0.00% | 110,764 | 加仓 |
| RITHOLTZ WEALTH MANAGEMENT | 186,511 | $475.79万 | 0.08% | 30,001 | 加仓 |
| ASHTON THOMAS SECURITIES, LLC | 175,978 | $448.92万 | 0.56% | 3,242 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 171,446 | $437.40万 | 0.01% | 74,632 | 加仓 |
| ELEVATUS WELATH MANAGEMENT | 156,982 | $400.46万 | 2.10% | -16,468 | 减仓 |
| Garden State Investment Advisory Services LLC | 151,246 | $385.84万 | 0.85% | 8,575 | 加仓 |
| Elm3 Financial Group, LLC | 142,991 | $364.77万 | 3.08% | -16,792 | 减仓 |
| Connecticut Capital Management Group, LLC | 132,182 | $337.20万 | 3.19% | 2,157 | 加仓 |
| ASL Financial, LLC | 129,343 | $329.95万 | 2.64% | -3,485 | 减仓 |
| Asset Allocation Strategies LLC | 127,462 | $325.16万 | 0.58% | 1,023 | 加仓 |
| Colonial River Investments, LLC | 111,784 | $285.16万 | 1.02% | 5,758 | 加仓 |
| Total Clarity Wealth Management, Inc. | 111,054 | $283.30万 | 0.67% | 111,054 | 新建仓 |
| Green Ridge Wealth Planning LLC | 101,674 | $259.37万 | 1.36% | -2,160 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 97,153 | $247.84万 | 0.00% | 13,616 | 加仓 |
| Integrated Wealth Concepts LLC | 94,445 | $240.93万 | 0.02% | 94,445 | 新建仓 |
| Cedar Wealth Management, LLC | 93,809 | $239.31万 | 0.70% | 19,595 | 加仓 |
| Gladstone Institutional Advisory LLC | 91,723 | $233.99万 | 0.09% | 16,240 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 90,291 | $230.33万 | 0.00% | 15,269 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 89,912 | $229.28万 | 0.00% | -113,881 | 减仓 |
| San Luis Wealth Advisors LLC | 84,207 | $214.81万 | 0.36% | -25,938 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 71,423 | $182.02万 | 0.00% | 29,020 | 加仓 |
| Brucke Financial, Inc. | 69,497 | $177.29万 | 0.90% | 21,107 | 加仓 |
| Sepio Capital, LP | 67,404 | $171.95万 | 0.09% | 38,830 | 加仓 |
| Signal Advisors Wealth, LLC | 60,265 | $153.74万 | 0.11% | 60,265 | 新建仓 |
| OSAIC HOLDINGS, INC. | 59,491 | $151.76万 | 0.00% | 3,930 | 加仓 |
| Leo Wealth, LLC | 58,356 | $148.87万 | 0.11% | 47,740 | 加仓 |
| Meridian Financial Advisors, LLC | 57,114 | $145.70万 | 0.80% | 13,080 | 加仓 |
| Mariner, LLC | 54,622 | $139.34万 | 0.00% | -40,618 | 减仓 |
| B.O.S.S. Retirement Advisors, LLC | 51,561 | $131.53万 | 0.40% | -25,902 | 减仓 |
| Jacobi Capital Management LLC | 45,158 | $115.20万 | 0.06% | -24,786 | 减仓 |
| BOS Asset Management, LLC | 39,006 | $99.50万 | 0.25% | 0 | 不变 |
| Western Wealth Management, LLC | 38,280 | $97.65万 | 0.04% | 3,433 | 加仓 |
| Simplicity Wealth,LLC | 32,787 | $83.64万 | 0.05% | 11,256 | 加仓 |
| Vienna Asset Management LLC | 30,965 | $78.99万 | 0.61% | -5,249 | 减仓 |
| PNC Financial Services Group, Inc. | 30,201 | $77.04万 | 0.00% | 30,201 | 新建仓 |
| AVAII WEALTH MANAGEMENT, LLC | 27,529 | $70.23万 | 0.25% | 2,414 | 加仓 |
| CITADEL ADVISORS LLC | 26,186 | $66.80万 | 0.00% | -1,902 | 减仓 |
| PAX Financial Group, LLC | 26,079 | $66.53万 | 0.11% | 26,079 | 新建仓 |
内部人交易（Form 4）
ICLO 董事、高管和大股东的最新买卖申报。专业版可看 🔒