Statistik Asas
| Pemilik Institusi | 97 total, 97 long only, 0 short only, 0 long/short - change of 4.26% MRQ |
| Purata Peruntukan Portfolio | 0.0894 % - change of -5.66% MRQ |
| Saham Institusi (Panjang) | 5,380,027 (ex 13D/G) - change of 0.59MM shares 12.41% MRQ |
| Nilai Institusi (Panjang) | $ 116,982 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF (US:BSMS) telah 97 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 5,380,027 saham. Pemegang saham terbesar termasuk LPL Financial LLC, Morgan Stanley, Wells Fargo & Company/mn, Kathmere Capital Management, LLC, Commonwealth Equity Services, Llc, Bank Of America Corp /de/, Invesco Ltd., Jane Street Group, Llc, Central Valley Advisors, Llc, and Key FInancial Inc .
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF (NasdaqGM:BSMS) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 23.44 / share. Previously, on September 9, 2024, the share price was 23.46 / share. This represents a decline of 0.11% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 15,048 | 0.00 | 350 | -1.13 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 117,075 | -18.49 | 2,720 | -18.30 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 19,549 | -2.76 | 454 | -2.37 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 856 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18,435 | 2.15 | 428 | 2.39 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 248,437 | 25.17 | 6 | 25.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10,917 | 0.00 | 254 | 0.40 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 185,320 | -1.33 | 4,305 | -1.10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 16,140 | 51.62 | 375 | 51.82 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 16,785 | 0.00 | 390 | 0.78 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 141,405 | 2.83 | 3,293 | 3.33 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 96,996 | 31.39 | 2,253 | 31.75 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29,530 | 3.83 | 686 | 3.95 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 128,670 | 8.43 | 2,989 | 8.69 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 11,070 | 257 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 15,190 | 0.73 | 353 | 0.86 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 16,015 | 13.61 | 372 | 14.11 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9,675 | 0.73 | 225 | 0.90 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 48,638 | 1,130 | ||||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 8,643 | 201 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,447 | 34 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 53,062 | 8.70 | 1,233 | 8.93 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 83,893 | -13.49 | 1,949 | -13.31 | ||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 21,583 | 501 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 15,030 | 94.44 | 349 | 94.97 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 355 | 0.00 | 8 | 0.00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 22,576 | 0.00 | 524 | 0.19 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 23,860 | 0.72 | 554 | 0.91 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 8,535 | 0.00 | 198 | 0.51 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 255,967 | 6.45 | 5,946 | 6.71 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 5,000 | 116 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 207,092 | 25.04 | 4,811 | 25.33 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 14,256 | 22.84 | 331 | 23.51 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 19,813 | 0.26 | 460 | 0.44 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 26,304 | -9.94 | 611 | -9.62 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,183 | 120 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 60,384 | 42.59 | 1,403 | 42.92 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,540 | 10.79 | 477 | 11.19 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 18,986 | -45.98 | 441 | -45.82 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 8,790 | 0.62 | 204 | 0.99 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 30,742 | -44.56 | 714 | -44.44 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 50,876 | 3.60 | 1,182 | 3.78 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 259,773 | 20.91 | 6,035 | 21.19 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 21,653 | 67.10 | 503 | 67.33 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 19,218 | 0.00 | 446 | 0.22 | ||||
| 2025-08-14 | 13F | UBS Group AG | 162,916 | 5.58 | 3,785 | 5.82 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 1,810 | 0.00 | 42 | -2.38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 31,739 | 111.73 | 737 | 112.39 | ||||
| 2025-05-14 | 13F | Comerica Bank | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 27,984 | 650 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 36,462 | 0.00 | 847 | 0.24 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 176,214 | 0.00 | 4,093 | 0.24 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 17,166 | 0.00 | 398 | -0.50 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 11,847 | 0.00 | 275 | 0.36 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,992 | -25.92 | 70 | -26.60 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9,236 | 0 | ||||||
| 2025-08-12 | 13F | Heritage Trust Co | 11,138 | 8.10 | 259 | 8.40 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4,241 | 99 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 47,270 | 14.56 | 1,098 | 14.85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 160,412 | 6.80 | 3,726 | 7.07 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 46,964 | 0.00 | 1,091 | 0.18 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 800 | 0.00 | 19 | 0.00 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Horizons Wealth Management | 20,016 | 2.98 | 465 | 3.11 | ||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 7,110 | 0.00 | 165 | 0.61 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 88,665 | 10.27 | 2,060 | 10.52 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 125,103 | 35.13 | 2,906 | 35.48 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12,332 | 25.43 | 286 | 25.99 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 23,899 | 58.05 | 554 | 58.29 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12,197 | 3.68 | 283 | 4.04 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 37,989 | 17.70 | 882 | 18.07 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 33,751 | -12.65 | 784 | -12.40 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 112,298 | -3.15 | 2,609 | -2.94 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 55,955 | 16.03 | 1,300 | 16.29 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 22,572 | 4.74 | 524 | 5.01 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15,125 | 351 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 239,863 | 11.53 | 5,572 | 11.82 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 70,482 | -5.23 | 2 | 0.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 13,914 | 0.00 | 0 | |||||
| 2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 12,047 | -4.50 | 280 | -4.45 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 13,083 | 0.00 | 304 | 0.00 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 15,376 | 357 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 14,786 | 16.33 | 343 | 16.67 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 27,099 | -3.02 | 630 | -2.78 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5,419 | 0.00 | 126 | 0.00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 320 | 7 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 464 | 12.35 | ||||||
| 2025-04-15 | 13F | Collier Financial | 575 | 0.00 | 13 | 0.00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 100,346 | 14.24 | 2,331 | 14.55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 153,023 | 11.51 | 3,555 | 11.76 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 15,376 | 0.00 | 357 | 0.28 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 215,072 | 3.19 | 4,996 | 3.44 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 21,890 | 0.00 | 509 | 0.20 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 377,436 | 10.28 | 8,768 | 10.54 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 64,181 | 0.00 | 1,491 | 0.20 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 17,142 | 0.00 | 398 | 0.25 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 22,324 | -20.59 | 519 | -20.43 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,200 | -66.02 | 51 | -66.00 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 850 | 0.00 | 20 | 0.00 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 251,708 | 5,847 |
