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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
WESPAC Advisors
76
WESPAC Advisors
California
USD 612 k – – –
HighPoint Advisor Group
77
HighPoint Advisor Group
Illinois
USD 609 k +USD 406 k +17,172 +200%
Howard Wealth Management
78
Howard Wealth Management
Connecticut
USD 608 k +USD 20.1 k +850 +3%
Heritage Trust
79
Heritage Trust
Oklahoma
USD 604 k +USD 45.1 k +1,908 +8%
Kickstand Ventures
80
Kickstand Ventures
New York
USD 578 k +USD 154 k +6,500 +36%
Lido Advisors
81
Lido Advisors
California
USD 575 k – – –
OneDigital Investment Advisors
82
OneDigital Investment Advisors
Kansas
USD 569 k – – –
Avantax Planning Partners
83
Avantax Planning Partners
Iowa
USD 554 k +USD 3.76 k +159 +0.7%
YP
84
YANKCOM Partnership
South Dakota
USD 549 k – – –
Sequoia Financial Advisors
85
Sequoia Financial Advisors
Ohio
USD 540 k – – –
Ausdal Financial Partners
86
Ausdal Financial Partners
Iowa
USD 523 k +USD 303 k +12,841 +138%
TLWM Financial
87
TLWM Financial
Texas
USD 519 k – – –
Voisard Asset Management Group
88
Voisard Asset Management Group
Michigan
USD 518 k – – –
AA Financial Advisors
89
AA Financial Advisors
Ohio
USD 511 k +USD 284 +12 +0.1%
Baird Financial Group
90
Baird Financial Group
Wisconsin
USD 501 k -USD 44.6 k -1,886 -8%
Harbour Investments
91
Harbour Investments
Wisconsin
USD 494 k -USD 48.6 k -2,055 -9%
SNS Financial Group
92
SNS Financial Group
Minnesota
USD 493 k +USD 80.6 k +3,410 +20%
Coastal Bridge Advisors
93
Coastal Bridge Advisors
Connecticut
USD 419 k +USD 82.8 k +3,504 +25%
Bill Few Associates
94
Bill Few Associates
Pennsylvania
USD 405 k – – –
Clearstead Advisors
95
Clearstead Advisors
Ohio
USD 399 k – – –
Cambridge Financial Group (Arizona)
96
Cambridge Financial Group (Arizona)
Arizona
USD 398 k -USD 105 k -4,437 -21%
Carnegie Investment Counsel
97
Carnegie Investment Counsel
Ohio
USD 388 k – – –
Savant Capital
98
Savant Capital
Illinois
USD 387 k -USD 332 k -14,051 -46%
Beacon Pointe Advisors
99
Beacon Pointe Advisors
California
USD 367 k +USD 165 +7 +0%
Wingate Wealth Advisors
100
Wingate Wealth Advisors
Massachusetts
USD 365 k +USD 2.46 k +104 +0.7%
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4
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