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Invesco BulletShares 2027 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWMG
201
Levy Wealth Management Group
Pennsylvania
$250K
SEIA
202
Signature Estate & Investment Advisors
California
$243K
OC
203
Oppenheimer & Co
New York
$240K -$6.13K -317 -2%
JWCA
204
J.W. Cole Advisors
Florida
$238K +$238K +12,319 New
MIFH
205
Migdal Insurance & Financial Holdings
Israel
$236K +$138K +7,162 +141%
UCFA
206
United Capital Financial Advisors
Texas
$229K +$230K +11,890 New
KP
207
Keel Point
Alabama
$229K +$193 +10 +0.1%
KWM
208
Kaydan Wealth Management
Michigan
$228K +$20.1K +1,038 +10%
YIA
209
YHB Investment Advisors
Connecticut
$226K -$3.38K -175 -1%
ISB
210
Iowa State Bank
Iowa
$215K -$26.5K -1,374 -11%
GCA
211
Genesee Capital Advisors
New York
$214K +$2.16K +112 +1%
BFEC
212
Benjamin F. Edwards & Company
Missouri
$196K +$3.5K +181 +2%
FFG
213
Foundry Financial Group
New Hampshire
$196K +$196K +10,159 New
GI
214
GS Investments
Minnesota
$180K
US Bancorp
215
US Bancorp
Minnesota
$174K +$114K +5,915 +189%
MA
216
Montag & Associates
Georgia
$165K -$4.35K -225 -3%
HI
217
Harbour Investments
Wisconsin
$135K +$1.35K +70 +1%
KFI
218
Key Financial Inc
Pennsylvania
$134K +$66.4K +3,436 +98%
WB
219
Webster Bank
Connecticut
$126K
FCA
220
FinTrust Capital Advisors
South Carolina
$117K -$3.83K -198 -3%
GI
221
Gradient Investments
Minnesota
$106K +$23.9K +1,236 +29%
WIM
222
Westside Investment Management
California
$98.4K +$98.8K +5,116 New
AIP
223
Ameritas Investment Partners
Nebraska
$90K -$26.4K -1,364 -23%
MAM
224
Marquette Asset Management
Minnesota
$75.6K
CIAS
225
CBIZ Investment Advisory Services
Ohio
$75.6K +$75.7K +3,918 New