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Invesco BulletShares 2027 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
26
Cypress Wealth Services
California
$656K +$636K +30,122 New
NCM
27
Novare Capital Management
North Carolina
$568K +$551K +26,100 New
CPIG
28
Chicago Partners Investment Group
Illinois
$553K +$1.27K +60 +0.2%
HH
29
Hilltop Holdings
Texas
$483K
Stifel Financial
30
Stifel Financial
Missouri
$468K +$210K +9,951 +86%
EI
31
Ellevest Inc
New York
$417K +$63.4K +3,003 +19%
BCFS
32
Butensky & Cohen Financial Security
Florida
$416K +$116K +5,505 +41%
RJA
33
Raymond James & Associates
Florida
$405K -$4.45K -211 -1%
CAN
34
Cetera Advisor Networks
California
$374K +$10K +476 +3%
ECM
35
Exchange Capital Management
Michigan
$347K +$86.1K +4,079 +34%
TA
36
TCG Advisors
Texas
$341K +$20K +950 +6%
WIA
37
Wealthstreet Investment Advisors
Texas
$294K +$285K +13,500 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$261K +$38.2K +1,810 +18%
TPW
39
Tiller Private Wealth
Pennsylvania
$250K
MML Investors Services
40
MML Investors Services
Massachusetts
$223K +$216K +10,226 New
FCA
41
FinTrust Capital Advisors
South Carolina
$214K +$14.5K +686 +8%
RFWA
42
RPg Family Wealth Advisory
Massachusetts
$207K +$200K +9,500 New
Osaic Holdings
43
Osaic Holdings
Arizona
$174K +$102K +4,815 +152%
SPIA
44
Steward Partners Investment Advisory
New York
$135K +$131K +6,193 New
IBOK
45
Independence Bank of Kentucky
Kentucky
$115K
FHA
46
First Horizon Advisors
Tennessee
$84K +$81.2K +3,850 New
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$55K +$53K +2,512 New
GI
48
GS Investments
Minnesota
$47.9K
AIP
49
Ameritas Investment Partners
Nebraska
$47K +$5.28K +250 +13%
AF
50
Advisornet Financial
Minnesota
$38K