BSMZ Invesco BulletShares 2035 Municipal Bond ETF
该股票代码尚无基本面数据。
机构持有人 (13F) 36 家申报者 · $29.1M 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 |
|---|---|---|---|---|
| 12 (+2 与上一季度对比) | 4 (0 与上一季度对比) | 19 (+5 与上一季度对比) | 2 (-1 与上一季度对比) | +312K |
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 | $5287368 | 206255 | 18.18% | 股份 |
| LPL Financial LLC | $4631692 | 180678 | 15.93% | 股份 |
| Invesco Ltd. | $2417345 | 94298 | 8.31% | 股份 |
| HighTower Advisors, LLC | $1585249 | 61839 | 5.45% | 股份 |
| Equitable Holdings, Inc. | $1207299 | 47096 | 4.15% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $1108410 | 43238 | 3.81% | 股份 |
| STIFEL FINANCIAL CORP | $997128 | 38897 | 3.43% | 股份 |
| Hills Bank & Trust Co | $991899 | 38693 | 3.41% | 股份 |
| OSAIC HOLDINGS, INC. | $912578 | 35592 | 3.14% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $901376 | 35162 | 3.10% | 股份 |
| Key Financial Inc | $868389 | 33875 | 2.99% | 股份 |
| Jacobi Capital Management LLC | $862621 | 33650 | 2.97% | 股份 |
| MONECO ADVISORS, LLC | $759363 | 29622 | 2.61% | 股份 |
| Wedmont Private Capital | $600290 | 23550 | 2.06% | 股份 |
| IFP Advisors, Inc | $594734 | 23200 | 2.05% | 股份 |
| MGO ONE SEVEN LLC | $557897 | 21763 | 1.92% | 股份 |
| Kestra Advisory Services, LLC | $557387 | 21743 | 1.92% | 股份 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $435649 | 17058 | 1.50% | 股份 |
| Atlantic Union Bankshares Corp | $384270 | 14990 | 1.32% | 股份 |
| NewEdge Advisors, LLC | $333256 | 13000 | 1.15% | 股份 |
| Clark Asset Management, LLC | $320203 | 12491 | 1.10% | 股份 |
| MML INVESTORS SERVICES, LLC | $298655 | 11650 | 1.03% | 股份 |
| AMERIPRISE FINANCIAL INC | $282046 | 11002 | 0.97% | 股份 |
| Addison Advisors LLC | $279423 | 10900 | 0.96% | 股份 |
| Bill Few Associates, Inc. | $253018 | 9870 | 0.87% | 股份 |
| J.W. COLE ADVISORS, INC. | $247010 | 9636 | 0.85% | 股份 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $238970 | 9322 | 0.82% | 股份 |
| COOKSON PEIRCE & CO INC | $224872 | 8772 | 0.77% | 股份 |
| BCS Wealth Management | $218821 | 8536 | 0.75% | 股份 |
| IFG Advisory, LLC | $151247 | 5900 | 0.52% | 股份 |
| ROYAL BANK OF CANADA | $146000 | 5702 | 0.50% | 股份 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $142423 | 5545 | 0.49% | 股份 |
| GILL CAPITAL PARTNERS, LLC | $99268 | 3950 | 0.34% | 股份 |
| Integrated Wealth Concepts LLC | $75034 | 2927 | 0.26% | 股份 |
| Asset Dedication, LLC | $69164 | 2698 | 0.24% | 股份 |
| MORGAN STANLEY | $39914 | 1557 | 0.14% | 股份 |