证券记录 · 已归档季度
BSCR
Invesco BulletShares 2027 Corporate Bond ETF · Financial Services · Asset Management - Bonds
40被追踪持有人
+2Δ持有人
134.75M持有股份
$2.66B报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +5.3% ·
股份流向 +10.5% ·
净新建仓位 +5.0%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
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 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 70.69M | +5.8% | $1.40B | 5.5% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 10.31M | -0.7% | $202.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | UBS Group AG | 8.23M | +95.1% | $161.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 7.28M | +1.7% | $142.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 7.17M | +6.4% | $140.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 6.04M | +41.8% | $118.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 5.59M | +11.4% | $109.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Invesco Ltd. | 3.69M | +7.0% | $72.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 2.39M | +30.2% | $46.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Mml Investors Services, Llc | 1.81M | -6.0% | $35.49M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 1.31M | +8.9% | $25.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Stifel Financial Corp | 1.18M | +1.5% | $23.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 1.07M | +15.6% | $20.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 1.07M | -6.4% | $20.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Captrust Financial Advisors | 999.76K | +0.7% | $19.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 942.63K | -10.6% | $18.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 803.99K | +77.3% | $15.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Focus Partners Wealth | 677.78K | +4.9% | $13.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 542.89K | +7.0% | $10.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 534.31K | +28.8% | $10.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 504.41K | +5.6% | $9.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 415.49K | +17.8% | $8.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 233.33K | 新增 | $4.58M | 0.0% | New | 1 | SEC ↗ |
| 24 | Cwm, Llc | 207.81K | +160.4% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 205.80K | +29.2% | $4.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 194.04K | 新增 | $3.81M | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 157.29K | +2853.8% | $3.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Wealth Enhancement Advisory… | 114.05K | -46.5% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Creative Planning | 106.67K | -0.5% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 83.98K | +148.2% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mariner, LLC | 69.61K | +55.4% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Brown Advisory Inc | 47.82K | +2.7% | $938,448 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 24.69K | -19.5% | $484,614 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 21.16K | +0.6% | $415,217 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Cibc World Market Inc. | 17.80K | -7.8% | $349,414 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 12.06K | +54.6% | $236,756 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Bank Of Montreal /Can/ | 3.62K | 新增 | $71,101 | 0.0% | New | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 1.92K | -49.1% | $37,594 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 1.55K | 0.0% | $30,348 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Assetmark, Inc | 407 | 新增 | $7,987 | 0.0% | New | 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
| Susquehanna International… | $4.58M | 0.0% |
| Citadel Advisors | $3.81M | 0.0% |
| Bank Of Montreal /Can/ | $71,101 | 0.0% |
| Assetmark, Inc | $7,987 | 0.0% |
已清仓
| Renaissance Technologies | $882,417 | 曾为 0.0% |
| Hrt Financial Lp | $358,000 | 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。
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: Q1 2026 ·
方法论 ·
通过API获取此数据