BSSX Invesco BulletShares 2033 Municipal Bond ETF
Noch keine Fundamentaldaten für diesen Ticker vorhanden.
Institutionelle Eigentümer (13F) 72 Einreicher · $73.8M gesamt · Stand 30. Juni 2026
Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
| Neue Positionen | Geschlossene Positionen | Erhöht | Abgenommen | Nettoveränderung der Aktien |
|---|---|---|---|---|
| 14 (+6 vs. Vorquartal) | 8 (+1 vs. Vorquartal) | 31 (+3 vs. Vorquartal) | 12 (-2 vs. Vorquartal) | +224K |
Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.
| Institution | Wert | Aktien | % der verfolgten 13F | Typ |
|---|---|---|---|---|
| LPL Financial LLC | $7.516.190 | 291.269 | 10,19% | Aktien |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $5.687.396 | 220.399 | 7,71% | Aktien |
| BANK OF AMERICA CORP /DE/ | $4.201.183 | 162.805 | 5,69% | Aktien |
| PRECEDENT WEALTH PARTNERS, LLC | $4.025.838 | 156.010 | 5,46% | Aktien |
| Sterling Financial Group, Inc. | $3.937.276 | 154.131 | 5,34% | Aktien |
| Kestra Advisory Services, LLC | $3.922.444 | 152.003 | 5,32% | Aktien |
| HighTower Advisors, LLC | $3.462.502 | 134.180 | 4,69% | Aktien |
| Hills Bank & Trust Co | $3.457.818 | 133.998 | 4,69% | Aktien |
| Envision Financial Planning, LLC | $2.797.038 | 108.391 | 3,79% | Aktien |
| Sequoia Financial Advisors, LLC | $2.626.666 | 101.789 | 3,56% | Aktien |
| Legacy Private Trust Co. | $2.478.596 | 96.051 | 3,36% | Aktien |
| Invesco Ltd. | $2.347.454 | 90.969 | 3,18% | Aktien |
| RAYMOND JAMES FINANCIAL INC | $2.249.336 | 87.167 | 3,05% | Aktien |
| Clark Asset Management, LLC | $1.322.201 | 51.238 | 1,79% | Aktien |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.312.881 | 50.877 | 1,78% | Aktien |
| OSAIC HOLDINGS, INC. | $1.228.010 | 47.579 | 1,66% | Aktien |
| ENVESTNET ASSET MANAGEMENT INC | $1.213.122 | 47.011 | 1,64% | Aktien |
| Key Financial Inc | $1.182.101 | 45.809 | 1,60% | Aktien |
| STIFEL FINANCIAL CORP | $1.154.028 | 44.721 | 1,56% | Aktien |
| AMERIPRISE FINANCIAL INC | $1.003.042 | 38.870 | 1,36% | Aktien |
| JANE STREET GROUP, LLC | $999.660 | 38.739 | 1,36% | Aktien |
| Jacobi Capital Management LLC | $985.065 | 38.173 | 1,34% | Aktien |
| UBS Group AG | $934.141 | 36.200 | 1,27% | Aktien |
| VestGen Advisors, LLC | $700.735 | 27.155 | 0,95% | Aktien |
| SAX WEALTH ADVISORS, LLC | $641.817 | 25.250 | 0,87% | Aktien |
| IMA Advisory Services, Inc. | $636.661 | 24.672 | 0,86% | Aktien |
| Wedmont Private Capital | $590.678 | 22.950 | 0,80% | Aktien |
| JONES FINANCIAL COMPANIES LLLP | $584.617 | 22.693 | 0,79% | Aktien |
| COMMONWEALTH EQUITY SERVICES, LLC | $563.610 | 21.841 | 0,76% | Aktien |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $533.957 | 20.701 | 0,72% | Aktien |
| ROYAL BANK OF CANADA | $508.000 | 19.697 | 0,69% | Aktien |
| D.A. DAVIDSON & CO. | $446.685 | 17.310 | 0,61% | Aktien |
| Cetera Investment Advisers | $430.536 | 16.684 | 0,58% | Aktien |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $430.276 | 16.690 | 0,58% | Aktien |
| Atlantic Union Bankshares Corp | $410.403 | 15.904 | 0,56% | Aktien |
| MONECO ADVISORS, LLC | $406.126 | 15.738 | 0,55% | Aktien |
| Tassel Capital Management, Inc. | $396.675 | 15.372 | 0,54% | Aktien |
| VIRTUE ASSET MANAGEMENT LLC | $381.501 | 14.784 | 0,52% | Aktien |
| CAPTRUST FINANCIAL ADVISORS | $377.813 | 14.641 | 0,51% | Aktien |
| MML INVESTORS SERVICES, LLC | $340.930 | 13.212 | 0,46% | Aktien |
| NewEdge Advisors, LLC | $335.465 | 13.000 | 0,45% | Aktien |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $320.717 | 12.428 | 0,43% | Aktien |
| Equitable Holdings, Inc. | $318.536 | 12.344 | 0,43% | Aktien |
| Asset Dedication, LLC | $316.989 | 12.284 | 0,43% | Aktien |
| Bill Few Associates, Inc. | $307.570 | 11.919 | 0,42% | Aktien |
| Addison Advisors LLC | $298.435 | 11.565 | 0,40% | Aktien |
| Crews Bank & Trust | $278.049 | 10.775 | 0,38% | Aktien |
| Opulen Financial Group LLC | $251.248 | 9.736 | 0,34% | Aktien |
| Intentional Wealth Strategies, LLC | $238.387 | 9.238 | 0,32% | Aktien |
| Integrated Wealth Concepts LLC | $237.534 | 9.205 | 0,32% | Aktien |
| COOKSON PEIRCE & CO INC | $217.717 | 8.437 | 0,30% | Aktien |
| DWM Financial Group, Inc. | $213.769 | 8.268 | 0,29% | Aktien |
| IFG Advisory, LLC | $212.195 | 8.223 | 0,29% | Aktien |
| IFP Advisors, Inc | $206.440 | 8.000 | 0,28% | Aktien |
| Lido Advisors, LLC | $201.279 | 7.800 | 0,27% | Aktien |
| Beacon Pointe Advisors, LLC | $200.170 | 7.757 | 0,27% | Aktien |
| ARMSTRONG ADVISORY GROUP, INC | $198.699 | 7.700 | 0,27% | Aktien |
| WELLS FARGO & COMPANY/MN | $159.707 | 6.189 | 0,22% | Aktien |
| ORG Partners LLC | $142.202 | 5.500 | 0,19% | Aktien |
| Larson Financial Group LLC | $127.012 | 4.922 | 0,17% | Aktien |
| ATLAS CAPITAL ADVISORS INC. | $103.220 | 4.000 | 0,14% | Aktien |
| MERCER GLOBAL ADVISORS INC /ADV | $99.091 | 3.840 | 0,13% | Aktien |
| COMERICA BANK | $72.911 | 2.820 | 0,10% | Aktien |
| FIFTH THIRD BANCORP | $72.770 | 2.820 | 0,10% | Aktien |
| First Command Advisory Services, Inc. | $53.804 | 2.085 | 0,07% | Aktien |
| HUNTINGTON NATIONAL BANK | $51.610 | 2.000 | 0,07% | Aktien |
| Plante Moran Financial Advisors, LLC | $50.346 | 1.951 | 0,07% | Aktien |
| NorthAvenue LLC | $38.244 | 1.482 | 0,05% | Aktien |
| Steward Partners Investment Advisory, LLC | $10.322 | 400 | 0,01% | Aktien |
| Geneos Wealth Management Inc. | $6.194 | 240 | 0,01% | Aktien |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $5.884 | 228 | 0,01% | Aktien |
| MORGAN STANLEY | $32 | 1 | 0,00% | Aktien |