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Invesco BulletShares 2026 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
76
Wealthspire Advisors (New York)
New York
$240K +$243K +11,258 New
CPIG
77
Chicago Partners Investment Group
Illinois
$239K -$308K -14,229 -56%
Ameriprise
78
Ameriprise
Minnesota
$223K +$226K +10,461 New
WP
79
WealthShield Partners
North Carolina
$221K +$224K +10,356 New
AIP
80
Ameritas Investment Partners
Nebraska
$217K +$74.8K +3,458 +51%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$213K +$216K +10,000 New
GI
82
Gradient Investments
Minnesota
$161K +$164K +7,569 New
SWA
83
Sutton Wealth Advisors
Florida
$146K
TLFA
84
True Link Financial Advisors
California
$122K
HI
85
Harbour Investments
Wisconsin
$115K +$117K +5,400 New
MM
86
Main Management
California
$107K +$108K +5,000 New
VCM
87
Vigilant Capital Management
Maine
$99K +$64.2K +2,967 +176%
SCA
88
Stonebridge Capital Advisors
Minnesota
$98K +$99.5K +4,600 New
GWM
89
Geneos Wealth Management
Colorado
$87K
KOCAA
90
Knights of Columbus Asset Advisors
Connecticut
$81K
HWMA
91
Heritage Wealth Management (Arizona)
Arizona
$78K +$78.9K +3,650 New
SBL
92
Sargent Bickham Lagudis
Colorado
$71K -$49.9K -2,309 -41%
IBOK
93
Independence Bank of Kentucky
Kentucky
$70K
PP
94
Prosperity Planning
Missouri
$68K
AF
95
Advisornet Financial
Minnesota
$38K
GRP
96
Global Retirement Partners
California
$38K +$24.1K +1,114 +163%
KFI
97
Key Financial Inc
Pennsylvania
$31K
SFPG
98
Stonebridge Financial Planning Group
Florida
$27K +$27.7K +1,283 New
ST
99
Smithfield Trust
Pennsylvania
$26K +$973 +45 +4%
VNA
100
Valley National Advisers
Pennsylvania
$23K