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Invesco BulletShares 2027 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBW
101
Blue Barn Wealth
Utah
$652K +$30.2K +1,575 +5%
BA
102
Ballew Advisors
Mississippi
$625K +$628K +32,747 New
CIA
103
Capital Investment Advisors
Georgia
$614K -$4.95K -258 -0.8%
WFC
104
Western Financial Corp
California
$599K -$3.43K -179 -0.6%
SPIA
105
Steward Partners Investment Advisory
New York
$567K +$62K +3,237 +12%
Corient Private Wealth
106
Corient Private Wealth
Florida
$552K +$305K +15,907 +126%
NWM
107
Northcape Wealth Management
New York
$542K +$187K +9,740 +53%
SWM
108
Silverlake Wealth Management
Vermont
$501K +$39.2K +2,044 +9%
AWS
109
Atria Wealth Solutions
New York
$492K +$250K +13,057 +105%
CWS
110
Cypress Wealth Services
California
$484K +$80.7K +4,211 +20%
BWM
111
BCS Wealth Management
Tennessee
$478K +$174K +9,103 +58%
Creative Planning
112
Creative Planning
Kansas
$457K -$1.02K -53 -0.2%
EI
113
Ellevest Inc
New York
$439K -$41.6K -2,169 -9%
1IA
114
1834 Investment Advisors
Wisconsin
$432K -$27.3K -1,424 -6%
EH
115
Equitable Holdings
New York
$418K +$415K +21,655 New
FIM
116
Freedom Investment Management
Connecticut
$417K +$414K +21,592 New
KBFS
117
Kohmann Bosshard Financial Services
Ohio
$408K +$49.6K +2,590 +14%
UL
118
Unionview LLC
Washington
$402K +$23.2K +1,211 +6%
FHA
119
First Horizon Advisors
Tennessee
$373K +$252K +13,160 +214%
SCA
120
Snowden Capital Advisors
New York
$367K +$365K +19,025 New
WWM
121
Western Wealth Management
Colorado
$365K +$55.6K +2,900 +18%
NFG
122
Nations Financial Group
Iowa
$359K +$249 +13 +0.1%
SC
123
Savant Capital
Illinois
$343K +$341K +17,790 New
RSWM
124
Robertson Stephens Wealth Management
California
$305K
IBOK
125
Independence Bank of Kentucky
Kentucky
$296K