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Invesco BulletShares 2027 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
276
Signature Estate & Investment Advisors
California
$246K
RWM
277
Rialto Wealth Management
New York
$244K +$244K +12,507 New
KWM
278
Kaydan Wealth Management
Michigan
$243K +$20 +1 +0%
TC
279
TFR Capital
Texas
$238K +$239K +12,219 New
MFIM
280
Mesirow Financial Investment Management
Illinois
$235K +$236K +12,074 New
WAP
281
Wealthcare Advisory Partners
Pennsylvania
$232K +$232K +11,885 New
AA
282
Ancora Advisors
Ohio
$219K +$147K +7,525 +204%
FA
283
Fountainhead AM
New Jersey
$217K +$217K +11,124 New
BEI
284
Benjamin Edwards Inc
Missouri
$213K +$8.99K +460 +4%
QP
285
Quartz Partners
New York
$212K +$212K +10,873 New
RGF
286
Retirement Guys Formula
Ohio
$209K +$210K +10,754 New
SWM
287
SigFig Wealth Management
California
$204K +$204K +10,459 New
FFG
288
Foundry Financial Group
New Hampshire
$198K
MFC
289
Morris Financial Concepts
South Carolina
$197K
CSP
290
Cary Street Partners
Virginia
$191K +$191K +9,781 New
US Bancorp
291
US Bancorp
Minnesota
$190K -$5.18K -265 -3%
PTC
292
Private Trust Company
Ohio
$149K +$74.8K +3,826 +100%
AAG
293
Armstrong Advisory Group
Massachusetts
$145K -$32.4K -1,657 -18%
PB
294
Pinnacle Bancorp
Nebraska
$135K +$135K +6,933 New
IA
295
IFP Advisors
Florida
$131K +$98K +5,018 +295%
JP Morgan Chase
296
JP Morgan Chase
New York
$120K -$2.64M -135,112 -96%
WIM
297
Westside Investment Management
California
$115K
UCB
298
United Community Bank
South Carolina
$107K +$107K +5,500 New
GRP
299
Global Retirement Partners
California
$105K +$234 +12 +0.2%
SIC
300
SJS Investment Consulting
Ohio
$94.4K +$30K +1,533 +46%