PZA INVESCO EXCH TRADED FD TR II
NATL AMT 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 | 325 | 161,740,374 | $38.04亿 | 39 | 151 | 74 | 14 | $3.59亿 |
| 2026Q1 | 296 | 151,145,488 | $34.73亿 | 45 | 141 | 68 | 10 | $11.35亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| UBS Group AG | 加仓 | $4.51亿 |
| AMERIPRISE FINANCIAL INC | 加仓 | $1.48亿 |
| Richard Bernstein Advisors LLC | 加仓 | $1.39亿 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 加仓 | $7,004.39万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $6,819.95万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $5,238.04万 |
| JPMORGAN CHASE & CO | 加仓 | $4,213.36万 |
| SOFI WEALTH, LLC | 加仓 | $3,453.47万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $1,443.20万 |
| NewEdge Advisors, LLC | 加仓 | $1,324.32万 |
| LPL Financial LLC | 加仓 | $1,290.24万 |
| Cetera Investment Advisers | 加仓 | $1,085.08万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $895.76万 |
| Thrivent Financial for Lutherans | 加仓 | $833.06万 |
| West Wealth Group, LLC | 加仓 | $823.48万 |
| Ascent Group, LLC | 加仓 | $676.80万 |
| FIFTH THIRD BANCORP | 重新持有 | $669.19万 |
| Bank of New York Mellon Corp | 加仓 | $633.20万 |
| Independent Advisor Alliance | 新建仓 | $622.44万 |
| Archer Investment Management, LLC | 新建仓 | $595.86万 |
2026Q1 卖出最多
| JANE STREET GROUP, LLC | 减仓 | -$4,146.70万 |
| Composition Wealth, LLC | 减仓 | -$1,617.10万 |
| CITADEL ADVISORS LLC | 减仓 | -$1,343.76万 |
| Stratos Wealth Partners, LTD. | 减仓 | -$1,073.56万 |
| Elequin Capital, LP | 重新持有 | -$768.26万 |
| RENAISSANCE TECHNOLOGIES LLC | 减仓 | -$516.13万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$268.07万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$187.00万 |
| Goodman Advisory Group, LLC | 减仓 | -$177.38万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$143.41万 |
| US BANCORP \DE\ | 减仓 | -$94.02万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$79.07万 |
| KEYBANK NATIONAL ASSOCIATION/OH | 减仓 | -$67.09万 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 清仓 | -$64.16万 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 减仓 | -$62.59万 |
| Northeast Financial Group, Inc. | 减仓 | -$58.92万 |
| OpenArc Corporate Advisory, LLC | 减仓 | -$50.89万 |
| AXXCESS WEALTH MANAGEMENT, LLC | 清仓 | -$49.78万 |
| COMMERCE BANK | 减仓 | -$48.62万 |
| Sage Advisory Services, Ltd.Co. | 清仓 | -$45.00万 |
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 55,154,071 | $12.67亿 | 0.09% | 2,967,775 | 加仓 |
| UBS Group AG | 21,527,448 | $4.95亿 | 0.07% | 19,637,061 | 加仓 |
| Richard Bernstein Advisors LLC | 9,102,497 | $2.09亿 | 6.07% | 6,061,835 | 加仓 |
| AMERIPRISE FINANCIAL INC | 7,251,944 | $1.67亿 | 0.04% | 6,434,313 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 4,844,527 | $1.11亿 | 0.03% | 2,279,392 | 加仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 4,364,629 | $1.00亿 | 1.47% | 43,003 | 加仓 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4,124,628 | $9,478.40万 | 0.02% | 3,048,038 | 加仓 |
| LPL Financial LLC | 3,179,479 | $7,306.44万 | 0.02% | 561,462 | 加仓 |
| Bank of New York Mellon Corp | 2,741,415 | $6,299.77万 | 0.01% | 275,544 | 加仓 |
| JPMORGAN CHASE & CO | 2,553,092 | $5,844.03万 | 0.00% | 1,840,698 | 加仓 |
| MORGAN STANLEY | 2,133,883 | $4,903.66万 | 0.00% | 234,063 | 加仓 |
| SOFI WEALTH, LLC | 1,983,286 | $4,557.59万 | 2.20% | 1,502,814 | 加仓 |
| EP Wealth Advisors, LLC | 1,807,607 | $4,153.88万 | 0.20% | 205,481 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,760,706 | $4,046.10万 | 0.02% | -116,655 | 减仓 |
| WELLS FARGO & COMPANY/MN | 1,569,161 | $3,605.93万 | 0.01% | 175,438 | 加仓 |
| Cetera Investment Advisers | 1,176,652 | $2,703.95万 | 0.03% | 472,183 | 加仓 |
| STIFEL FINANCIAL CORP | 1,034,769 | $2,377.90万 | 0.02% | 149,813 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,021,147 | $2,346.60万 | 0.03% | 628,025 | 加仓 |
| Gerber Kawasaki Wealth & Investment Management | 734,645 | $1,688.22万 | 0.54% | 55,332 | 加仓 |
| Sanctuary Advisors, LLC | 733,015 | $1,684.47万 | 0.09% | 226,011 | 加仓 |
| Composition Wealth, LLC | 690,679 | $1,587.18万 | 0.22% | -703,699 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 669,572 | $1,538.68万 | 0.00% | 64,901 | 加仓 |
| JANE STREET GROUP, LLC | 642,827 | $1,477.22万 | 0.00% | -1,804,482 | 减仓 |
| NewEdge Advisors, LLC | 624,324 | $1,434.70万 | 0.05% | 576,292 | 加仓 |
| ROYAL BANK OF CANADA | 540,260 | $1,241.50万 | 0.00% | 220,926 | 加仓 |
| ASSETMARK, INC | 539,991 | $1,240.90万 | 0.03% | 183,528 | 加仓 |
| Allworth Financial LP | 531,585 | $1,221.58万 | 0.05% | 38,677 | 加仓 |
| Avidian Wealth Enterprises, LLC | 484,955 | $1,114.43万 | 0.35% | -1,779 | 减仓 |
| West Wealth Group, LLC | 442,800 | $1,017.56万 | 2.01% | 358,348 | 加仓 |
| IHT Wealth Management, LLC | 427,373 | $982.10万 | 0.23% | 24,465 | 加仓 |
| Shepherd Financial Partners LLC | 424,429 | $975.34万 | 0.93% | 222,149 | 加仓 |
| OSAIC HOLDINGS, INC. | 410,317 | $942.93万 | 0.01% | -62,407 | 减仓 |
| GOLDMAN SACHS GROUP INC | 389,799 | $895.76万 | 0.00% | 389,799 | 新建仓 |
| Ascent Group, LLC | 383,878 | $882.15万 | 0.31% | 294,518 | 加仓 |
| PNC Financial Services Group, Inc. | 376,367 | $864.89万 | 0.00% | 4,755 | 加仓 |
| Thrivent Financial for Lutherans | 374,930 | $861.60万 | 0.02% | 362,509 | 加仓 |
| MML INVESTORS SERVICES, LLC | 374,223 | $859.96万 | 0.02% | 81,695 | 加仓 |
| Rockefeller Capital Management L.P. | 367,891 | $845.42万 | 0.01% | -9,782 | 减仓 |
| US BANCORP \DE\ | 300,137 | $689.71万 | 0.01% | -40,915 | 减仓 |
| FIFTH THIRD BANCORP | 291,614 | $670.13万 | 0.01% | 291,204 | 重新持有 |
| Independent Advisor Alliance | 270,862 | $622.44万 | 0.07% | 270,862 | 新建仓 |
| Tortoise Investment Management, LLC | 267,836 | $615.49万 | 0.51% | 9,279 | 加仓 |
| Integrated Wealth Concepts LLC | 260,744 | $599.19万 | 0.05% | 39,172 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 260,553 | $598.75万 | 0.07% | 173,127 | 加仓 |
| EXENCIAL WEALTH ADVISORS, LLC | 260,389 | $598.37万 | 0.19% | 237,409 | 加仓 |
| Archer Investment Management, LLC | 259,293 | $595.86万 | 2.51% | 259,293 | 新建仓 |
| SIMON QUICK ADVISORS, LLC | 257,730 | $592.26万 | 0.27% | 183,113 | 加仓 |
| PARK AVENUE SECURITIES LLC | 257,385 | $591.50万 | 0.05% | 169,923 | 加仓 |
| Perigon Wealth Management, LLC | 251,804 | $578.65万 | 0.10% | 251,804 | 新建仓 |
| Goodman Advisory Group, LLC | 244,404 | $561.64万 | 1.46% | -77,187 | 减仓 |
内部人交易（Form 4）
PZA 董事、高管和大股东的最新买卖申报。专业版可看 🔒