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Invesco BulletShares 2027 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
SigFig Wealth Management
California
$208K +$3.57K +183 +2%
US Bancorp
302
US Bancorp
Minnesota
$203K +$11.7K +600 +6%
FA
303
Fountainhead AM
New Jersey
$202K -$16.3K -833 -7%
FFG
304
Foundry Financial Group
New Hampshire
$199K
LWL
305
Leo Wealth LLC
Texas
$199K -$55.7K -2,854 -22%
MFC
306
Morris Financial Concepts
South Carolina
$198K
FCM
307
Fourpath Capital Management
Oklahoma
$198K +$197K +10,116 New
Vontobel Holding
308
Vontobel Holding
Switzerland
$196K +$195K +10,000 New
CSP
309
Cary Street Partners
Virginia
$192K
PWA
310
Provenance Wealth Advisors
Florida
$192K -$537K -27,503 -74%
PTC
311
Private Trust Company
Ohio
$150K
AAG
312
Armstrong Advisory Group
Massachusetts
$145K
PB
313
Pinnacle Bancorp
Nebraska
$136K
IA
314
IFP Advisors
Florida
$132K +$351 +18 +0.3%
UCB
315
United Community Bank
South Carolina
$108K
CIAS
316
Capital Investment Advisory Services
North Carolina
$103K +$58.6K +3,000 +132%
SIC
317
SJS Investment Consulting
Ohio
$94.9K
GI
318
GS Investments
Minnesota
$85.7K
CIAS
319
CBIZ Investment Advisory Services
Ohio
$80.1K +$820 +42 +1%
AF
320
Advisornet Financial
Minnesota
$79.6K
MAM
321
Marquette Asset Management
Minnesota
$77.6K
SVWA
322
Sarver Vrooman Wealth Advisors
Missouri
$62.9K +$62.7K +3,212 New
WF
323
Wayfinding Financial
Washington
$60K +$59.8K +3,064 New
TWM
324
Topsail Wealth Management
North Carolina
$59.5K
CSPIA
325
Cary Street Partners Investment Advisory
Virginia
$59.2K