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Invesco BulletShares 2027 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
201
Thrivent Financial for Lutherans
Minnesota
$709K +$711K +36,385 New
OPWM
202
Oregon Pacific Wealth Management
Oregon
$701K +$703K +35,960 New
TVM
203
True Vision MN
Minnesota
$699K +$2.81K +144 +0.4%
OIA
204
OneDigital Investment Advisors
Kansas
$673K +$65.9K +3,372 +11%
FIA
205
Foundations Investment Advisors
Arizona
$628K -$8.21K -420 -1%
FFIC
206
First Fiduciary Investment Counsel
Ohio
$627K +$295K +15,087 +88%
CIA
207
Capital Investment Advisors
Georgia
$614K +$38.7K +1,983 +7%
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$599K +$601K +30,756 New
Mariner
209
Mariner
Kansas
$598K +$156K +7,981 +35%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$594K
MPW
211
Monterey Private Wealth
California
$591K -$8.3K -425 -1%
KWM
212
Kingsview Wealth Management
Oregon
$582K +$48.1K +2,464 +9%
AIFAIM
213
American Institute for Advanced Investment Management
Arizona
$581K +$131K +6,686 +29%
WCM
214
Whitener Capital Management
North Carolina
$571K +$262K +13,414 +84%
KC
215
Kades & Cheifetz
Pennsylvania
$568K +$6.1K +312 +1%
DFG
216
Delta Financial Group
New Jersey
$557K +$19.9K +1,018 +4%
KP
217
Keel Point
Alabama
$554K +$323K +16,523 +139%
AWA
218
Arete Wealth Advisors
Illinois
$552K +$9.98K +511 +2%
UIM
219
Unified Investment Management
Georgia
$543K +$545K +27,900 New
BFS
220
BridgePort Financial Solutions
Iowa
$511K +$511K +26,136 New
CBT
221
Crews Bank & Trust
Florida
$510K +$511K +26,160 New
OBWG
222
Onyx Bridge Wealth Group
New York
$508K -$91.1K -4,665 -15%
R
223
Rebalance
California
$506K -$3.35M -171,473 -87%
GI
224
GAMMA Investing
California
$504K +$362K +18,516 +251%
HWM
225
HB Wealth Management
Georgia
$502K +$17.4K +893 +4%