13FBOX
INVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BD · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BD

BSJQ
持有机构数
188
机构合计市值 (Q2 2026)
$6.00亿
机构合计股数 (Q2 2026)
2,611.9万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+245.5万股
68 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-785.6万股
110 · 23 清仓 · ≈
⚖️ 净额
-540.1万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6.00亿
持有机构数
188
新买入
17
加仓
51
减仓
87
清仓
23
持股不变
33
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Mirador Capital Partners LP
7.63%10.58%#1$6,231.7万271.5万股$7,474.1万322.5万股-51.0万股-15.82%减仓
LPL金融LPL Financial LLC
0.01%0.01%#114$4,419.1万192.5万股$5,449.2万235.1万股-42.6万股-18.13%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#152$3,128.2万136.3万股$2,228.8万96.7万股+39.6万股+41.00%加仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.03%#87$2,838.3万123.6万股$2,912.7万125.7万股-2.0万股-1.62%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#137$2,121.7万92.4万股$2,446.4万105.6万股-13.1万股-12.44%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.03%#91$1,940.3万84.5万股$1,743.6万75.2万股+9.3万股+12.33%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#148$1,906.0万83.0万股$64.2万2.8万股+80.3万股+2,898.24%加仓
COLLECTIVE FAMILY OFFICE LLC
3.13%3.96%#5$1,529.5万66.6万股$1,759.8万75.9万股-9.3万股-12.25%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.02%0.02%#98$1,374.1万59.9万股$1,444.8万62.3万股-2.5万股-3.98%减仓
瑞银集团UBS Group AG
<0.01%0.01%#150$1,373.1万59.8万股$5,575.7万240.6万股-180.8万股-75.14%减仓
以色列Migdal保险金融控股Migdal Insurance & Financial Holdings Ltd.
0.08%0.11%#71$1,287.5万56.1万股$1,269.7万54.8万股+1.3万股+2.37%加仓
Advisory Alpha, LLC
0.29%0.3%#41$1,165.6万50.8万股$1,097.8万47.4万股+3.4万股+7.19%加仓
Parkway Wealth Management Group, LLC
1.17%1.29%#14$1,012.7万44.1万股$1,019.3万43.8万股+2,670股+0.61%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#144$993.7万43.3万股$1,052.0万45.4万股-2.1万股-4.64%减仓
Cornerstone Planning, LLC
2.27%2.21%#9$982.7万42.8万股$980.6万42.2万股+5,781股+1.37%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.05%0.06%#76$866.9万37.8万股$914.1万39.4万股-1.7万股-4.21%减仓
Avior Wealth Management, LLC
0.24%0.24%#47$831.3万35.9万股$831.3万35.9万股00.00%持仓不变
Delta Investment Management, LLC
1.37%4.31%#13$829.6万36.1万股$2,408.4万103.9万股-67.8万股-65.22%减仓
Lido顾问Lido Advisors, LLC
0.02%0.02%#94$796.3万34.7万股$811.1万35.0万股-3,110股-0.89%减仓
Ashton Thomas Private Wealth, LLC
0.16%0.19%#58$782.6万34.1万股$792.1万34.2万股-832股-0.24%减仓
Larson Financial 集团Larson Financial Group LLC
0.2%0.33%#53$756.2万32.9万股$1,031.8万44.5万股-11.6万股-26.01%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#103$735.7万32.1万股$653.5万28.2万股+3.9万股+13.66%加仓
Verity Asset Management, Inc.
2.71%3.24%#7$715.8万31.2万股$771.2万33.3万股-2.1万股-6.30%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#121$673.9万29.4万股$673.2万29.0万股+3,065股+1.06%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#146$673.2万29.3万股$95.4万4.1万股+25.2万股+612.45%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#151$626.7万27.3万股$717.1万30.9万股-3.6万股-11.77%减仓
IHT 财富管理IHT Wealth Management, LLC
0.12%0.19%#64$586.8万25.6万股$835.4万36.0万股-10.5万股-29.09%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#158$529.8万23.1万股$870.1万37.6万股-14.5万股-38.57%减仓
Ironwood Financial, llc
0.83%1.62%#20$528.7万23.0万股$925.7万39.9万股-16.9万股-42.30%减仓
MGO资本MGO ONE SEVEN LLC
0.09%0.1%#68$519.1万22.6万股$485.9万21.0万股+1.6万股+7.85%加仓
MILESTONE ASSET MANAGEMENT, LLC
0.8%0.88%#21$509.1万22.2万股$477.7万20.6万股+1.6万股+7.60%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.01%#100$497.6万21.7万股$333.8万14.4万股+7.3万股+50.49%加仓
HOWARD WEALTH MANAGEMENT, LLC
1.79%1.86%#12$485.3万21.1万股$442.9万19.1万股+2.0万股+10.62%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.02%0.02%#88$484.8万21.1万股$307.2万13.3万股+7.9万股+59.33%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#149$479.7万20.9万股$463.1万20.1万股+8,460股+4.22%加仓
BANTA ASSET MANAGEMENT LP
4.06%5.18%#2$454.4万19.8万股$515.0万22.2万股-2.4万股-10.93%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.05%0.05%#77$450.9万19.6万股$441.5万19.0万股+5,926股+3.11%加仓
Oder Investment Management, LLC
2.82%3.6%#6$434.9万18.9万股$468.7万20.2万股-1.3万股-6.33%减仓
Ark Wealth Advisors LLC
3.64%5.2%#3$410.2万17.9万股$524.6万22.6万股-4.8万股-21.06%减仓
EVEXIA WEALTH LLC
1.09%0.39%#15$402.8万17.6万股$143.6万6.2万股+11.4万股+184.74%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#138$394.1万17.2万股$385.3万16.6万股+5,426股+3.26%加仓
SFE Investment Counsel
0.52%0.98%#32$382.5万16.7万股$620.9万26.8万股-10.1万股-37.81%减仓
RPg Family Wealth Advisory, LLC
0.78%0.77%#23$374.7万16.3万股$370.5万16.0万股+3,366股+2.11%加仓
Sidoxia Capital Management, LLC
2.67%3.26%#8$364.4万15.9万股$377.3万16.3万股-4,072股-2.50%减仓
HB财富管理HB Wealth Management, LLC
0.02%0.02%#96$356.8万15.5万股$360.2万15.5万股+18股+0.01%加仓
Pacific Wealth Strategies Group, Inc.
2.05%1.93%#10$356.2万15.5万股$309.1万13.3万股+2.2万股+16.35%加仓
繁荣金融服务Prospera Financial Services Inc
0.05%0.06%#75$355.9万15.5万股$364.8万15.7万股-2,383股-1.51%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#172$353.4万15.4万股$365.4万15.8万股-3,717股-2.36%减仓
Legacy Financial Group LLC
0.38%0.78%#35$339.5万14.8万股$618.6万26.7万股-11.9万股-44.60%减仓
Glass Jacobson Investment Advisors llc
1.03%1.14%#16$330.8万14.4万股$331.8万14.3万股+947股+0.66%加仓

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