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Invesco BulletShares 2027 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
76
GS Investments
Minnesota
$215K – – –
CA
77
CGN Advisors
Kansas
$215K +$221K +10,632 New
Raymond James Trust
78
Raymond James Trust
Florida
$205K – – –
RFWA
79
RPg Family Wealth Advisory
Massachusetts
$192K – – –
SBL
80
Sargent Bickham Lagudis
Colorado
$177K – – –
IBOK
81
Independence Bank of Kentucky
Kentucky
$144K +$19.2K +925 +15%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$125K +$76.7K +3,688 +147%
FCA
83
FinTrust Capital Advisors
South Carolina
$124K – – –
VCM
84
Vigilant Capital Management
Maine
$121K +$94.1K +4,525 +309%
OFG
85
Oxford Financial Group
Indiana
$82K – – –
Geneos Wealth Management
86
Geneos Wealth Management
Colorado
$61K – – –
BHWM
87
Beaird Harris Wealth Management
Texas
$56K – – –
Gradient Investments
88
Gradient Investments
Minnesota
$49K +$50.6K +2,432 New
Smithfield Trust
89
Smithfield Trust
Pennsylvania
$36K -$1.04K -50 -3%
AF
90
Advisornet Financial
Minnesota
$35K -$3.97K -191 -10%
SIC
91
SJS Investment Consulting
Ohio
$29K – – –
GIA
92
GHP Investment Advisors
Colorado
$26K +$26.5K +1,274 New
KFI
93
Key Financial Inc
Pennsylvania
$23K – – –
WBC
94
West Branch Capital
Massachusetts
$10K – – –
NIC
95
Northwest Investment Counselors
Oregon
$9K +$62 +3 +0.6%
CCM
96
Cribstone Capital Management
Maine
$6K – – –
Global Retirement Partners
97
Global Retirement Partners
California
$6K +$5.93K +285 New
Fidelity Investments
98
Fidelity Investments
Massachusetts
$2K +$2.23K +107 New
Private Advisor Group
99
Private Advisor Group
New Jersey
– -$473K -21,930 Closed
CFMC
100
Curbstone Financial Management Corp
New Hampshire
– -$405K -18,790 Closed