证券记录 · 已归档季度
BSCS
Invesco BulletShares 2028 Corporate Bond ETF · Financial Services · Asset Management - Bonds
41被追踪持有人
0Δ持有人
61.42M持有股份
$1.25B报告持仓市值
+3新建仓位
−3清仓
动量输入(同类管理人): 持有人广度 0.0% · 股份流向 +6.8% · 净新建仓位 0.0% — 公式
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | -1 | 63.16M | $1.29B | +4 | −5 |
| Q1 2026 | 41 | 0 | 61.42M | $1.25B | +3 | −3 |
| Q4 2025 | 41 | +1 | 57.52M | $1.18B | +1 | — |
| Q3 2025 | 3 | -1 | 8.62M | $177.37M | — | −1 |
| Q2 2025 | 2 | 0 | 665.80K | $13.64M | — | — |
| Q1 2025 | 1 | 0 | 53.98K | $1.10M | — | — |
| Q4 2024 | 1 | 0 | 109.18K | $2.20M | — | — |
| Q3 2024 | 1 | 0 | 21.49K | $441,855 | +1 | −1 |
| Q2 2024 | 1 | — | 98.09K | $1.96M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.09M | +5.3% | $185.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 9.09M | +5.3% | $185.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 7.88M | +0.6% | $160.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 7.88M | +0.6% | $160.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 7.65M | +5.1% | $156.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 6.21M | -0.9% | $126.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 6.21M | -0.9% | $126.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 6.21M | -0.9% | $126.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Lido Advisors, LLC | 4.92M | -7.9% | $100.52M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 10 | Lido Advisors, LLC | 4.92M | -7.9% | $100.52M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 4.81M | +30.4% | $98.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 4.47M | +20.2% | $91.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 4.47M | +20.2% | $91.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Invesco Ltd. | 3.53M | +7.3% | $72.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Invesco Ltd. | 3.53M | +7.3% | $72.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.12M | +24.2% | $43.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 2.12M | +24.2% | $43.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 2.12M | +24.2% | $43.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 1.20M | +10.0% | $24.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 1.20M | +10.0% | $24.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 1.20M | +10.0% | $24.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 1.18M | +8.9% | $24.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 1.13M | +30.4% | $23.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 1.13M | +11.3% | $23.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 895.12K | +2.6% | $18.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 854.35K | -6.2% | $17.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 854.35K | -6.2% | $17.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Captrust Financial Advisors | 715.28K | +12.8% | $14.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 637.76K | +34.3% | $13.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 593.40K | +28.6% | $12.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 593.40K | +28.6% | $12.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Focus Partners Wealth | 472.46K | +0.2% | $9.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cetera Investment Advisers | 451.57K | +18.4% | $9.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Cwm, Llc | 363.37K | -9.8% | $7.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 228.21K | +18.8% | $4.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 188.68K | 新增 | $3.85M | 0.0% | New | 1 | SEC ↗ |
| 37 | HighTower Advisors, LLC | 114.55K | -2.7% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 110.89K | -44.7% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Truist Financial Corp | 92.94K | +15.6% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Creative Planning | 91.40K | +5.3% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Hrt Financial Lp | 60.10K | 新增 | $1.23M | 0.0% | New | 1 | SEC ↗ |
| 42 | Mariner, LLC | 46.53K | +3.7% | $950,303 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Mariner, LLC | 46.53K | +3.7% | $950,303 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Fifth Third Bancorp | 41.04K | +1733.1% | $838,219 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Brown Advisory Inc | 41.01K | +11.9% | $837,608 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Franklin Resources Inc | 37.96K | 0.0% | $775,278 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 25.27K | -7.6% | $516,005 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Cibc World Market Inc. | 14.50K | 0.0% | $296,090 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Cerity Partners LLC | 11.47K | 0.0% | $234,354 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 7.63K | +96.7% | $155,900 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Us Bancorp \De\ | 6.33K | +91.9% | $129,216 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Us Bancorp \De\ | 6.33K | +91.9% | $129,216 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 2.26K | +9.7% | $46,209 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 1.97K | 新增 | $40,274 | 0.0% | New | 1 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 1.49K | 0.0% | $30,405 | 0.0% | Held | 2 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 1.46K | -79.6% | $29,673 | 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
| Citadel Advisors | $3.85M | 0.0% |
| Hrt Financial Lp | $1.23M | 0.0% |
| Bank Of Montreal /Can/ | $40,274 | 0.0% |
已清仓
| Susquehanna International… | $3.75M | 曾为 0.0% |
| Jane Street Group, Llc | $1.03M | 曾为 0.0% |
| Goldman Sachs Group | $250,166 | 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): 383 持有人, 128.60M 股份, $2.58B 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: Q1 2026 ·
方法论 ·
通过API获取此数据