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Invesco BulletShares 2027 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
76
EP Wealth Advisors
California
$4.84M +$1.77M +90,413 +57%
HWM
77
Howard Wealth Management
Connecticut
$4.76M +$455K +23,270 +11%
LWANC
78
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.69M +$331K +16,945 +8%
SFA
79
Souders Financial Advisors
Ohio
$4.51M +$349K +17,883 +8%
MC
80
McCarthy & Cox
Ohio
$4.41M +$569K +29,135 +15%
TC
81
Trilogy Capital
California
$4.35M -$92.9K -4,755 -2%
MOS
82
MGO One Seven
Ohio
$4.14M +$81.7K +4,181 +2%
BFG
83
Berger Financial Group
Minnesota
$4.09M +$164K +8,385 +4%
AA
84
Addison Advisors
Vermont
$4.07M +$288K +14,745 +8%
TW
85
TrinityPoint Wealth
Connecticut
$3.9M +$481K +24,641 +14%
CTA
86
Colonial Trust Advisors
South Carolina
$3.88M +$528K +27,016 +16%
PMG
87
ProVise Management Group
Florida
$3.88M +$195K +9,975 +5%
KAS
88
Kestra Advisory Services
Texas
$3.85M -$10.1M -517,052 -72%
SIC
89
SFE Investment Counsel
California
$3.84M +$468K +23,945 +14%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$3.73M +$512K +26,227 +16%
VIM
91
Vista Investment Management
Pennsylvania
$3.59M -$734K -37,562 -17%
HWM
92
Horizons Wealth Management
North Carolina
$3.38M +$182K +9,314 +6%
IWC
93
Infinity Wealth Counsel
Ohio
$3.37M +$3.38M +173,162 New
SEEDPG
94
S.E.E.D. Planning Group
New York
$3.32M +$158K +8,080 +5%
HWAM
95
Hennion & Walsh Asset Management
New Jersey
$3.31M +$697K +35,658 +27%
AIM
96
Aspen Investment Management
Michigan
$3.24M +$381K +19,480 +13%
NCM
97
Novare Capital Management
North Carolina
$3.22M +$49.4K +2,526 +2%
AF
98
Allworth Financial
California
$3.17M +$3.19M +163,123 New
SPIA
99
Steward Partners Investment Advisory
New York
$3.14M -$421K -21,555 -12%
EWM
100
Empirical Wealth Management
Washington
$3.1M +$63.6K +3,256 +2%