证券记录 · 已归档季度
BSCU
Invesco BulletShares 2030 Corporate Bond ETF · Financial Services · Asset Management - Bonds
39被追踪持有人
+3Δ持有人
53.31M持有股份
$891.31M报告持仓市值
+3新建仓位
−0清仓
动量输入(同类管理人):
持有人广度 +8.3% ·
股份流向 +8.6% ·
净新建仓位 +7.7%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 38 | 0 | 55.33M | $920.91M | +2 | −2 |
| Q1 2026 | 39 | +3 | 53.31M | $891.31M | +3 | — |
| Q4 2025 | 36 | -1 | 49.10M | $830.60M | — | −1 |
| Q3 2025 | 6 | 0 | 8.36M | $141.26M | — | — |
| Q2 2025 | 3 | 0 | 225.43K | $3.78M | — | — |
| Q1 2025 | 2 | 0 | 102.81K | $1.71M | — | — |
| Q4 2024 | 2 | 0 | 155.35K | $2.54M | — | — |
| Q3 2024 | 2 | +1 | 82.99K | $1.41M | +1 | — |
| Q2 2024 | 1 | — | 41.26K | $670,936 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 10.69M | +11.3% | $178.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Lido Advisors, LLC | 8.44M | +7.5% | $141.08M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 3 | Lido Advisors, LLC | 8.44M | +7.5% | $141.08M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 4 | Lido Advisors, LLC | 8.44M | +7.5% | $141.08M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 5.15M | +2.0% | $86.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 5.15M | +2.0% | $86.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 5.12M | +1.1% | $85.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 4.41M | +4.0% | $73.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Invesco Ltd. | 4.41M | +4.0% | $73.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 3.25M | +16.9% | $54.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 3.25M | +16.9% | $54.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 3.25M | +16.9% | $54.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 2.78M | +11.5% | $46.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 2.78M | +11.5% | $46.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 2.64M | +5.5% | $44.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.64M | +5.5% | $44.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 2.22M | +7.7% | $37.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 1.14M | +15.5% | $19.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 999.40K | +4.2% | $16.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 959.96K | +2.3% | $16.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 763.06K | +10.3% | $12.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 763.06K | +10.3% | $12.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 763.06K | +10.3% | $12.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 683.40K | -5.9% | $11.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cwm, Llc | 661.16K | -12.9% | $11.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 551.94K | +27.4% | $9.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 508.02K | +44.5% | $8.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 508.02K | +44.5% | $8.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cetera Investment Advisers | 366.43K | +42.3% | $6.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 362.81K | 新增 | $6.07M | 0.0% | New | 1 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 249.36K | +22.9% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Stifel Financial Corp | 233.81K | +8.2% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Truist Financial Corp | 208.99K | -9.0% | $3.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Truist Financial Corp | 208.99K | -9.0% | $3.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Captrust Financial Advisors | 205.00K | +21.3% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Jane Street Group, Llc | 202.66K | 新增 | $3.39M | 0.0% | New | 1 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 121.64K | +13.5% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 98.72K | -52.6% | $1.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 42.20K | -25.4% | $705,462 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 42.05K | +0.7% | $703,080 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Fifth Third Bancorp | 41.40K | +4863.7% | $692,121 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Creative Planning | 37.09K | +7.7% | $620,036 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Goldman Sachs Group ✦ | 32.88K | 0.0% | $549,724 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Mariner, LLC | 22.15K | +48.6% | $370,346 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Mercer Global Advisors Inc /Adv | 20.94K | +7.9% | $350,101 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 20.21K | +129.9% | $336,497 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 20.21K | +129.9% | $336,497 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Susquehanna International Group, Llp | 19.95K | 新增 | $333,613 | 0.0% | New | 1 | SEC ↗ |
| 49 | Us Bancorp \De\ | 10.55K | +53.7% | $176,470 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 6.48K | — | $108,362 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 4.78K | +22.9% | $79,977 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 3.06K | +1.1% | $51,124 | 0.0% | ▲ Add | 2 | 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 | $6.07M | 0.0% |
| Jane Street Group, Llc | $3.39M | 0.0% |
| Susquehanna International… | $333,613 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 296 持有人, 121.12M 股份, $1.99B 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