13FBOX
景顺·MUN OPPORTUNIT TR · 13F 机构持仓分析
期权收益计算器 机构排行

景顺·MUN OPPORTUNIT TR

INVESCO MUN OPPORTUNIT TRVMO
持有机构数
112
机构合计市值 (Q2 2026)
$1.66亿
机构合计股数 (Q2 2026)
1,681.3万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+205.7万股
59 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-263.8万股
37 · 12 清仓 · ≈
⚖️ 净额
-58.2万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.66亿
持有机构数
112
新买入
17
加仓
42
减仓
25
清仓
12
持股不变
28
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#72$1,689.3万171.2万股$1,017.9万105.3万股+65.9万股+62.59%加仓
RIVERNORTH CAPITAL MANAGEMENT, LLC
0.8%1.31%#1$1,681.2万170.3万股$2,598.4万273.2万股-102.9万股-37.66%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#57$1,486.5万150.6万股$1,458.3万153.3万股-2.7万股-1.78%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.09%0.11%#17$1,362.2万138.0万股$1,427.8万150.1万股-12.1万股-8.07%减仓
Hennion & Walsh Asset Management, Inc.
0.36%0.22%#7$1,261.0万127.8万股$640.0万67.3万股+60.5万股+89.83%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#68$986.4万99.9万股$1,011.8万106.4万股-6.5万股-6.07%减仓
顾问资产管理Advisors Asset Management, Inc.
0.13%0.12%#14$858.0万86.9万股$704.1万74.0万股+12.9万股+17.41%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#62$788.9万79.9万股$750.2万78.9万股+1.0万股+1.32%加仓
SIT INVESTMENT ASSOCIATES INC
0.12%0.12%#15$615.9万62.4万股$593.4万62.4万股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#71$606.0万61.4万股$574.8万60.4万股+9,590股+1.59%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.02%#32$545.0万55.2万股$498.1万52.4万股+2.8万股+5.42%加仓
范埃克联合公司VAN ECK ASSOCIATES CORP
<0.01%<0.01%#59$445.2万45.1万股$422.3万44.4万股+6,915股+1.56%加仓
Garden State Investment Advisory Services LLC
0.62%0.68%#3$341.4万34.6万股$311.0万32.7万股+1.9万股+5.78%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#40$339.6万34.4万股$299.8万31.5万股+2.9万股+9.14%加仓
Wakefield Asset Management LLLP
0.51%0.52%#4$228.5万23.1万股$197.2万20.7万股+2.4万股+11.64%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#61$188.1万19.1万股$77.1万8.1万股+10.9万股+134.88%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#88$183.4万18.6万股$161.2万17.0万股+1.6万股+9.58%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#67$169.6万17.2万股$157.6万16.6万股+6,078股+3.67%加仓
Fiera资本Fiera Capital Corp
0.01%0.01%#44$158.8万16.1万股$159.0万16.7万股-6,240股-3.73%减仓
JFS WEALTH ADVISORS, LLC
0.07%0.08%#18$144.3万14.6万股$138.8万14.6万股+185股+0.13%加仓
Garner Asset Management Corp
0.44%0.5%#5$136.8万13.9万股$128.5万13.6万股+2,642股+1.94%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#51$136.0万13.8万股$120.7万12.7万股+1.1万股+8.59%加仓
PLANNING ALTERNATIVES LTD /ADV
0.11%0.13%#16$101.7万10.3万股$98.0万10.3万股00.00%持仓不变
Wealth Alliance Advisory Group, LLC
0.14%0.16%#13$94.7万9.6万股$103.3万10.9万股-1.3万股-11.67%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#69$88.4万9.0万股$87.4万9.2万股-2,300股-2.50%减仓
Worthington Financial Partners, LLC
0.7%0.71%#2$85.1万8.6万股$82.1万8.6万股-52股-0.06%减仓
ROBINSON CAPITAL MANAGEMENT, LLC
0.33%3.06%#8$75.5万7.6万股$730.7万75.9万股-68.2万股-89.92%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#101$75.0万7.6万股$24.6万2.6万股+5.0万股+194.09%加仓
顶峰之路顾问Summit Trail Advisors, LLC
0.01%0.01%#39$68.9万7.0万股$69.2万7.3万股-2,955股-4.06%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#55$68.1万6.9万股$64.7万6.8万股+1,000股+1.47%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#105$64.5万6.5万股$40.2万4.2万股+2.3万股+54.52%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#86$62.1万6.3万股$59.8万6.3万股-4股-0.01%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#93$61.7万6.3万股$338.7万35.6万股-29.3万股-82.32%减仓
景顺Invesco Ltd.
<0.01%<0.01%#103$59.3万6.0万股$60.5万6.4万股-3,475股-5.47%减仓
PETRA FINANCIAL ADVISORS INC
0.27%0.34%#9$57.3万5.8万股$55.1万5.8万股+131股+0.23%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
<0.01%<0.01%#50$52.9万5.4万股$36.4万3.8万股+1.5万股+40.06%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#104$51.0万5.2万股$48.5万5.1万股+744股+1.46%加仓
Burford Brothers, Inc.
0.18%0.19%#11$48.1万4.9万股$46.3万4.9万股00.00%持仓不变
Stratos财富合伙人Stratos Wealth Partners, LTD.
<0.01%<0.01%#48$46.6万4.7万股$34.9万3.7万股+1.0万股+28.47%加仓
Live Oak Private Wealth LLC
0.05%0.06%#20$42.4万4.3万股$40.9万4.3万股00.00%持仓不变
MELFA WEALTH MANAGEMENT, INC.
0.23%0.23%#10$42.3万4.3万股$40.7万4.3万股+24股+0.06%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#102$41.7万4.2万股$00股+4.2万股新买入
Janney Montgomery Scott LLC
<0.01%<0.01%#75$40.2万4.1万股$40.8万4.3万股-2,215股-5.16%减仓
Choreo资本CHOREO, LLC
<0.01%<0.01%#52$37.7万3.8万股$35.5万3.7万股+794股+2.12%加仓
XTX资本XTX Topco Ltd
<0.01%#47$37.4万3.8万股$00股+3.8万股新买入
阿尔法核心资本AlphaCore Capital LLC
0.01%0.01%#41$34.6万3.5万股$32.7万3.4万股+662股+1.93%加仓
纽文Nuveen, LLC
<0.01%<0.01%#99$32.1万3.3万股$31.0万3.3万股00.00%持仓不变
PURSUIT WEALTH STRATEGIES, LLC
0.41%0.55%#6$31.7万3.2万股$39.5万4.1万股-9,410股-22.68%减仓
HUB投资合伙人HUB Investment Partners, LLC
0.01%0.01%#46$29.5万3.0万股$30.1万3.2万股-1,819股-5.74%减仓
Insight Wealth Strategies, LLC
0.03%0.03%#27$28.3万2.9万股$26.6万2.8万股+542股+1.93%加仓

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