BSMY Invesco BulletShares 2034 Municipal Bond ETF

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机构持有人 (13F) 58 家申报者 · $73.5M 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
13 (+8 与上一季度对比) 2 (-3 与上一季度对比) 30 (+6 与上一季度对比) 7 (-3 与上一季度对比) +562K

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
CONFLUENCE INVESTMENT MANAGEMENT LLC $7480807 303465 10.18% 股份
LPL Financial LLC $6881257 279144 9.36% 股份
RAYMOND JAMES FINANCIAL INC $6143280 249207 8.36% 股份
BCS Wealth Management $5792635 234983 7.88% 股份
Lido Advisors, LLC $3456823 140228 4.70% 股份
Hills Bank & Trust Co $3304778 134061 4.50% 股份
NESTEGG ADVISORS, INC. $3057855 124044 4.16% 股份
Envision Financial Planning, LLC $3020327 122522 4.11% 股份
HighTower Advisors, LLC $2991418 121349 4.07% 股份
BANK OF AMERICA CORP /DE/ $2572628 104362 3.50% 股份
D.A. DAVIDSON & CO. $2522444 102325 3.43% 股份
Invesco Ltd. $2371898 96218 3.23% 股份
Kestra Advisory Services, LLC $2014505 81720 2.74% 股份
MORGAN STANLEY $1376036 55820 1.87% 股份
MONECO ADVISORS, LLC $1270109 51523 1.73% 股份
STIFEL FINANCIAL CORP $1254404 50886 1.71% 股份
OSAIC HOLDINGS, INC. $1206220 48934 1.64% 股份
Clark Asset Management, LLC $1146747 46519 1.56% 股份
Elequin Capital, LP $1036415 42043 1.41% 股份
ENVESTNET ASSET MANAGEMENT INC $970815 39382 1.32% 股份
Key Financial Inc $878079 35620 1.19% 股份
Jacobi Capital Management LLC $861563 34950 1.17% 股份
PRECEDENT WEALTH PARTNERS, LLC $842434 34174 1.15% 股份
Sterling Financial Group, Inc. $755738 31062 1.03% 股份
UBS Group AG $717640 29112 0.98% 股份
Equitable Holdings, Inc. $664130 26941 0.90% 股份
Wedmont Private Capital $598540 24360 0.81% 股份
Sequoia Financial Advisors, LLC $596858 24212 0.81% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $555813 22547 0.76% 股份
UNITED CAPITAL FINANCIAL ADVISORS, LLC $430281 17512 0.59% 股份
DWM Financial Group, Inc. $425107 17294 0.58% 股份
Tassel Capital Management, Inc. $411601 16697 0.56% 股份
SAX WEALTH ADVISORS, LLC $403480 16633 0.55% 股份
YARGER WEALTH STRATEGIES, LLC $393334 16008 0.54% 股份
Atlantic Union Bankshares Corp $382933 15534 0.52% 股份
MML INVESTORS SERVICES, LLC $374263 15182 0.51% 股份
ROYAL BANK OF CANADA $364000 14783 0.50% 股份
J.W. COLE ADVISORS, INC. $351605 14263 0.48% 股份
COMMONWEALTH EQUITY SERVICES, LLC $346620 14061 0.47% 股份
Addison Advisors LLC $344009 13955 0.47% 股份
NewEdge Advisors, LLC $322932 13100 0.44% 股份
JANE STREET GROUP, LLC $317459 12878 0.43% 股份
KESTRA PRIVATE WEALTH SERVICES, LLC $317016 12860 0.43% 股份
IFG Advisory, LLC $311805 12649 0.42% 股份
Bill Few Associates, Inc. $232215 9420 0.32% 股份
COOKSON PEIRCE & CO INC $226028 9169 0.31% 股份
CAPTRUST FINANCIAL ADVISORS $218480 8863 0.30% 股份
Asset Dedication, LLC $214171 8688 0.29% 股份
JONES FINANCIAL COMPANIES LLLP $157574 6400 0.21% 股份
ORG Partners LLC $142570 5800 0.19% 股份
Larson Financial Group LLC $114924 4662 0.16% 股份
IFP Advisors, Inc $97373 3950 0.13% 股份
MERCER GLOBAL ADVISORS INC /ADV $95055 3856 0.13% 股份
Integrated Wealth Concepts LLC $49771 2019 0.07% 股份
First Command Advisory Services, Inc. $43805 1777 0.06% 股份
FIFTH THIRD BANCORP $40773 1654 0.06% 股份
COMERICA BANK $22049 897 0.03% 股份
Cassaday & Co Wealth Management LLC $14693 596 0.02% 股份