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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 13.8 M +USD 468 k +19,820 +4%
LPL Financial
2
LPL Financial
California
USD 12.1 M +USD 269 k +11,372 +2%
Bank of America
3
Bank of America
North Carolina
USD 11.4 M +USD 323 k +13,685 +3%
Wells Fargo
4
Wells Fargo
California
USD 10.3 M -USD 651 k -27,550 -6%
Invesco
5
Invesco
Georgia
USD 9.8 M +USD 505 k +21,382 +5%
Raymond James Financial
6
Raymond James Financial
Florida
USD 9.28 M +USD 1.41 M +59,736 +18%
Key Financial Inc
7
Key Financial Inc
Pennsylvania
USD 8.69 M +USD 604 k +25,552 +7%
Financial Solutions Advisory Group
8
Financial Solutions Advisory Group
Illinois
USD 8.13 M -USD 25.5 k -1,077 -0.3%
Atlantic Union Bankshares
9
Atlantic Union Bankshares
Virginia
USD 7.58 M +USD 2.51 M +106,019 +49%
HighTower Advisors
10
HighTower Advisors
Illinois
USD 5.81 M +USD 353 k +14,956 +6%
UBS Group
11
UBS Group
Switzerland
USD 5.25 M -USD 760 k -32,165 -13%
NewEdge Advisors
12
NewEdge Advisors
Louisiana
USD 5.15 M +USD 335 k +14,192 +7%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
USD 4.8 M +USD 624 k +26,409 +15%
Integrated Wealth Concepts
14
Integrated Wealth Concepts
Massachusetts
USD 4.75 M +USD 101 k +4,262 +2%
Precedent Wealth Partners
15
Precedent Wealth Partners
Texas
USD 4.49 M +USD 429 k +18,141 +11%
CVA
16
Central Valley Advisors
California
USD 4.36 M +USD 355 k +15,026 +9%
Hills Bank & Trust
17
Hills Bank & Trust
Iowa
USD 4.22 M -USD 1.22 M -51,707 -22%
Avior Wealth Management
18
Avior Wealth Management
Nebraska
USD 4.06 M -USD 258 k -10,903 -6%
Osaic Holdings
19
Osaic Holdings
Arizona
USD 3.86 M +USD 583 k +24,671 +18%
MONECO Advisors
20
MONECO Advisors
Connecticut
USD 3.77 M +USD 211 k +8,918 +6%
Summit Financial
21
Summit Financial
New Jersey
USD 3.72 M -USD 1.38 M -58,604 -27%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
USD 3.12 M +USD 166 k +7,045 +6%
Ameriprise
23
Ameriprise
Minnesota
USD 3 M +USD 430 k +18,179 +17%
Asset Dedication LLC
24
Asset Dedication LLC
California
USD 2.95 M +USD 76 k +3,217 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
USD 2.62 M +USD 140 k +5,942 +6%
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