BSMZ Invesco BulletShares 2035 Municipal Bond ETF

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Pemilik institusional (13F) 36 pengaju · $29.1M total · Per tanggal 30 Juni 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
12 (+2 vs Kuartal sebelumnya) 4 (0 vs Kuartal sebelumnya) 19 (+5 vs Kuartal sebelumnya) 2 (-1 vs Kuartal sebelumnya) +312K

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
CONFLUENCE INVESTMENT MANAGEMENT LLC $5.287.368 206.255 18,18% Saham
LPL Financial LLC $4.631.692 180.678 15,93% Saham
Invesco Ltd. $2.417.345 94.298 8,31% Saham
HighTower Advisors, LLC $1.585.249 61.839 5,45% Saham
Equitable Holdings, Inc. $1.207.299 47.096 4,15% Saham
RAYMOND JAMES FINANCIAL INC $1.108.410 43.238 3,81% Saham
STIFEL FINANCIAL CORP $997.128 38.897 3,43% Saham
Hills Bank & Trust Co $991.899 38.693 3,41% Saham
OSAIC HOLDINGS, INC. $912.578 35.592 3,14% Saham
ENVESTNET ASSET MANAGEMENT INC $901.376 35.162 3,10% Saham
Key Financial Inc $868.389 33.875 2,99% Saham
Jacobi Capital Management LLC $862.621 33.650 2,97% Saham
MONECO ADVISORS, LLC $759.363 29.622 2,61% Saham
Wedmont Private Capital $600.290 23.550 2,06% Saham
IFP Advisors, Inc $594.734 23.200 2,05% Saham
MGO ONE SEVEN LLC $557.897 21.763 1,92% Saham
Kestra Advisory Services, LLC $557.387 21.743 1,92% Saham
UNITED CAPITAL FINANCIAL ADVISORS, LLC $435.649 17.058 1,50% Saham
Atlantic Union Bankshares Corp $384.270 14.990 1,32% Saham
NewEdge Advisors, LLC $333.256 13.000 1,15% Saham
Clark Asset Management, LLC $320.203 12.491 1,10% Saham
MML INVESTORS SERVICES, LLC $298.655 11.650 1,03% Saham
AMERIPRISE FINANCIAL INC $282.046 11.002 0,97% Saham
Addison Advisors LLC $279.423 10.900 0,96% Saham
Bill Few Associates, Inc. $253.018 9.870 0,87% Saham
J.W. COLE ADVISORS, INC. $247.010 9.636 0,85% Saham
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $238.970 9.322 0,82% Saham
COOKSON PEIRCE & CO INC $224.872 8.772 0,77% Saham
BCS Wealth Management $218.821 8.536 0,75% Saham
IFG Advisory, LLC $151.247 5.900 0,52% Saham
ROYAL BANK OF CANADA $146.000 5.702 0,50% Saham
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $142.423 5.545 0,49% Saham
GILL CAPITAL PARTNERS, LLC $99.268 3.950 0,34% Saham
Integrated Wealth Concepts LLC $75.034 2.927 0,26% Saham
Asset Dedication, LLC $69.164 2.698 0,24% Saham
MORGAN STANLEY $39.914 1.557 0,14% Saham