证券记录
BSCR
Invesco BulletShares 2027 Corporate Bond ETF · Financial Services · Asset Management - Bonds
37被追踪持有人
-1Δ持有人
119.08M持有股份
$2.34B报告持仓市值
+1新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -2.6% ·
股份流向 -11.2% ·
净新建仓位 -5.4%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | -1 | 119.08M | $2.34B | +1 | −3 |
| Q1 2026 | 40 | +2 | 134.75M | $2.66B | +4 | −2 |
| Q4 2025 | 38 | -1 | 121.99M | $2.41B | — | −1 |
| Q3 2025 | 5 | +1 | 10.74M | $211.77M | +1 | — |
| Q2 2025 | 2 | -1 | 860.95K | $16.92M | — | −1 |
| Q1 2025 | 2 | 0 | 1.57M | $30.78M | — | — |
| Q4 2024 | 2 | 0 | 421.97K | $8.22M | — | — |
| Q3 2024 | 2 | +1 | 623.68K | $12.30M | +1 | — |
| Q2 2024 | 1 | — | 94.06K | $1.81M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 54.89M | -22.4% | $1.08B | 3.9% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 10.26M | -0.5% | $201.32M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 3 | UBS Group AG | 7.69M | -6.6% | $150.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 7.50M | +4.7% | $147.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 7.08M | -2.8% | $138.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 6.24M | +3.3% | $122.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Bank Of America Corp /De/ | 5.75M | +2.9% | $112.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Invesco Ltd. | 4.00M | +8.3% | $78.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 2.62M | +9.6% | $51.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 10 | Mml Investors Services, Llc | 2.19M | +21.0% | $42.93M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 1.60M | +22.2% | $31.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Baird Financial Group, Inc. | 1.21M | +28.3% | $23.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 1.18M | +0.1% | $23.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 1.18M | +10.8% | $23.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Envestnet Asset Management Inc | 1.17M | +9.6% | $22.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 1.09M | +36.0% | $21.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Captrust Financial Advisors | 783.23K | -21.7% | $15.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 699.01K | +30.8% | $13.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 611.33K | +21.2% | $11.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 510.98K | -5.9% | $10.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 229.74K | +11.6% | $4.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 109.94K | -3.6% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Creative Planning | 85.99K | -19.4% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 85.84K | +2.2% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mariner, LLC | 56.73K | -18.5% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Brown Advisory Inc | 47.82K | 0.0% | $937,970 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Hrt Financial Lp | 38.04K | 新增 | $746,000 | 0.0% | New | 1 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 37.01K | +49.9% | $725,957 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 33.46K | -78.7% | $656,259 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 30 | Citadel Advisors ✦ | 24.22K | -87.5% | $475,056 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 22.24K | +5.1% | $436,320 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Cibc World Market Inc. | 17.80K | 0.0% | $349,147 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Us Bancorp \De\ | 12.06K | 0.0% | $236,635 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 34 | Assetmark, Inc | 4.37K | +972.5% | $85,619 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 2.25K | +17.6% | $44,215 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 650 | -82.1% | $12,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 520 | -66.4% | $10,203 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Hrt Financial Lp | $746,000 | 0.0% |
已清仓
| Focus Partners Wealth | $13.30M | 曾为 0.0% |
| HighTower Advisors, LLC | $8.15M | 曾为 0.0% |
| Susquehanna International… | $4.58M | 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
该证券的被追踪持有人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: Q2 2026 ·
方法论 ·
通过API获取此数据