证券记录 · 已归档季度
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF · Financial Services · Asset Management - Bonds
43被追踪持有人
-3Δ持有人
116.27M持有股份
$2.28B报告持仓市值
+0新建仓位
−3清仓
动量输入(同类管理人):
持有人广度 -6.5% ·
股份流向 -0.1% ·
净新建仓位 -7.0%
· 公式
广泛减持:持股数量下降,持有人数量减少
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 126.69K | $2.48M | n/a | −1 |
| Q2 2026 | 43 | -1 | 95.08M | $1.86B | +2 | −4 |
| Q1 2026 | 46 | +3 | 105.52M | $2.06B | +4 | −1 |
| Q4 2025 | 43 | -3 | 116.27M | $2.28B | n/a | −3 |
| Q3 2025 | 7 | +1 | 7.60M | $148.57M | +1 | n/a |
| Q2 2025 | 3 | 0 | 1.22M | $23.84M | n/a | n/a |
| Q1 2025 | 2 | +1 | 1.76M | $34.37M | +1 | n/a |
| Q4 2024 | 1 | -1 | 1.28M | $24.94M | n/a | −1 |
| Q3 2024 | 2 | 0 | 1.00M | $19.59M | n/a | n/a |
| Q2 2024 | 2 | n/a | 460.81K | $8.84M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 57.58M | n/a | $1.13B | 4.5% | n/c | 1 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 7.64M | n/a | $149.58M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 7.37M | +1.9% | $144.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | UBS Group AG | 7.12M | n/a | $139.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 7.07M | n/a | $138.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 5.34M | n/a | $104.61M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 4.64M | n/a | $90.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Invesco Ltd. | 3.48M | n/a | $68.04M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 2.63M | n/a | $51.46M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 2.25M | n/a | $44.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 1.81M | n/a | $35.37M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 12 | Royal Bank Of Canada | 1.66M | n/a | $32.59M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 13 | Envestnet Asset Management Inc | 1.25M | n/a | $24.49M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 1.05M | n/a | $20.59M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 791.79K | n/a | $15.50M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 686.03K | n/a | $13.43M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 627.99K | n/a | $12.29M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 616.19K | n/a | $12.06M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 510.79K | n/a | $10.00M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 431.62K | n/a | $8.45M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 397.95K | n/a | $7.79M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 383.86K | n/a | $7.51M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 262.71K | n/a | $5.14M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 111.67K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Creative Planning | 109.04K | n/a | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 75.68K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Brown Advisory Inc | 58.25K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Hrt Financial Lp | 46.02K | n/a | $900,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 45.74K | n/a | $895,426 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 41.12K | n/a | $805,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cibc World Market Inc. | 30.52K | n/a | $597,484 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 29.25K | +161.2% | $572,666 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 33 | Cerity Partners LLC | 24.01K | n/a | $470,045 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Franklin Resources Inc | 23.77K | n/a | $465,259 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 19.58K | n/a | $383,203 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 19.08K | -25.4% | $373,569 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 18.14K | n/a | $355,012 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Us Bancorp \De\ | 3.39K | n/a | $66,340 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Fifth Third Bancorp | 3.23K | n/a | $63,188 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 1.64K | -40.2% | $32,034 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 1.20K | n/a | $23,506 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bnp Paribas Financial Markets | 97 | n/a | $1,899 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 0 | n/a | $6 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Citadel Advisors | $5.34M | 曾为 0.0% |
| Renaissance Technologies | $615,866 | 曾为 0.0% |
| AQR Capital Management | $255,747 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 402 持有人, 165.22M 股份, $3.18B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券:基于共同持有计数,而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据