证券记录 · 已归档季度

BSCR

Invesco BulletShares 2027 Corporate Bond ETF · Financial Services · Asset Management - Bonds

19.55 +0.1% 市值 $4.53B 报价延迟（FMP） · 截至 Oct 25 03:59 UTC · 与下方申报数据相互独立

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024

38被追踪持有人

-1Δ持有人

121.99M持有股份

$2.41B报告持仓市值

+0新建仓位

−1清仓

Stable 确信度评分 43/100 2 被追踪股份持续上升的季度数 ●●○○○○ 计算方式说明 → 在研究台查询相关说明 →

动量输入（同类管理人）：持有人广度 -2.6% · 股份流向 -0.3% · 净新建仓位 -2.6% · 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	2	0	116.75K	$2.29M	n/a	n/a
Q2 2026	38	-1	119.50M	$2.34B	+1	−2
Q1 2026	40	+2	134.75M	$2.66B	+4	−2
Q4 2025	38	-1	121.99M	$2.41B	n/a	−1
Q3 2025	5	+1	10.74M	$211.77M	+1	n/a
Q2 2025	2	-1	860.95K	$16.92M	n/a	−1
Q1 2025	2	0	1.57M	$30.78M	n/a	n/a
Q4 2024	2	0	421.97K	$8.22M	n/a	n/a
Q3 2024	2	+1	623.68K	$12.30M	+1	n/a
Q2 2024	1	n/a	94.06K	$1.81M	n/a	n/a

持有人数量

持有人 · Q4 2025

#	管理人	股份	Δ股份	价值	其权重		持有
1	Lido Advisors, LLC	66.84M	n/a	$1.32B	5.2%	n/c	1	SEC ↗ ×4
2	Morgan Stanley ✦	10.38M	+10.9%	$204.94M	0.0%	▲ Add	2	SEC ↗ ×2
3	Wells Fargo & Company/Mn	7.16M	n/a	$141.42M	0.0%	n/c	1	SEC ↗ ×2
4	LPL Financial LLC	6.74M	n/a	$133.03M	0.0%	n/c	1	SEC ↗
5	Bank Of America Corp /De/	5.02M	n/a	$99.03M	0.0%	n/c	1	SEC ↗ ×3
6	Raymond James Financial Inc	4.26M	n/a	$84.01M	0.0%	n/c	1	SEC ↗ ×2
7	UBS Group AG	4.22M	n/a	$83.30M	0.0%	n/c	1	SEC ↗
8	Invesco Ltd.	3.45M	n/a	$68.11M	0.0%	n/c	1	SEC ↗
9	Mml Investors Services, Llc	1.92M	n/a	$38.00M	0.1%	n/c	1	SEC ↗
10	Royal Bank Of Canada	1.84M	n/a	$36.24M	0.0%	n/c	1	SEC ↗ ×4
11	Osaic Holdings, Inc.	1.20M	n/a	$23.78M	0.0%	n/c	1	SEC ↗ ×3
12	Stifel Financial Corp	1.16M	n/a	$22.95M	0.0%	n/c	1	SEC ↗
13	Ameriprise Financial Inc	1.14M	n/a	$22.46M	0.0%	n/c	1	SEC ↗ ×2
14	Baird Financial Group, Inc.	1.05M	n/a	$20.82M	0.0%	n/c	1	SEC ↗
15	Captrust Financial Advisors	993.14K	n/a	$19.60M	0.0%	n/c	1	SEC ↗
16	Envestnet Asset Management Inc	921.74K	n/a	$18.20M	0.0%	n/c	1	SEC ↗
17	Focus Partners Wealth	645.85K	n/a	$12.75M	0.0%	n/c	1	SEC ↗
18	Commonwealth Equity Services, Llc	507.62K	n/a	$10.02M	0.0%	n/c	1	SEC ↗
19	Truist Financial Corp	477.48K	n/a	$9.43M	0.0%	n/c	1	SEC ↗
20	Cetera Investment Advisers	453.39K	n/a	$8.95M	0.0%	n/c	1	SEC ↗
21	Jones Financial Companies Lllp	414.88K	n/a	$8.19M	0.0%	n/c	1	SEC ↗
22	HighTower Advisors, LLC	352.62K	n/a	$6.96M	0.0%	n/c	1	SEC ↗
23	Wealth Enhancement Advisory…	213.37K	n/a	$4.21M	0.0%	n/c	1	SEC ↗
24	Northwestern Mutual Wealth…	159.26K	n/a	$3.14M	0.0%	n/c	1	SEC ↗
25	Creative Planning	107.18K	n/a	$2.12M	0.0%	n/c	1	SEC ↗
26	Cwm, Llc	79.82K	n/a	$1.58M	0.0%	n/c	1	SEC ↗
27	Brown Advisory Inc	46.55K	n/a	$918,936	0.0%	n/c	1	SEC ↗
28	Mariner, LLC	44.80K	n/a	$884,389	0.0%	n/c	1	SEC ↗ ×2
29	Renaissance Technologies ✦	44.70K	-92.2%	$882,417	0.0%	▼ Trim	7	SEC ↗
30	Fifth Third Bancorp	33.83K	n/a	$667,883	0.0%	n/c	1	SEC ↗
31	Mercer Global Advisors Inc /Adv	30.67K	n/a	$605,472	0.0%	n/c	1	SEC ↗
32	Pnc Financial Services Group, Inc.	21.02K	n/a	$414,985	0.0%	n/c	1	SEC ↗
33	Cibc World Market Inc.	19.30K	n/a	$380,982	0.0%	n/c	1	SEC ↗
34	Hrt Financial Lp	18.15K	n/a	$358,000	0.0%	n/c	1	SEC ↗
35	Us Bancorp \De\	7.80K	n/a	$153,992	0.0%	n/c	1	SEC ↗ ×2
36	JPMorgan Chase ✦	5.33K	-98.9%	$105,116	0.0%	▼ Trim	2	SEC ↗
37	Fidelity (FMR) ✦	3.77K	+69.1%	$74,345	0.0%	▲ Add	3	SEC ↗
38	Rockefeller Capital Management L.P.	1.55K	n/a	$30,527	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	$6.09M	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): 397 持有人, 196.84M 股份, $3.80B 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。

IJR38共同持有人 BRK-B38共同持有人 XYL38共同持有人 GLD38共同持有人 AEP38共同持有人

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

☆ BSCR

新增买入方

已清仓

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