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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$140M +$18.7M +984,995 +16%
Wells Fargo
2
Wells Fargo
California
$67.7M +$13.9M +735,753 +27%
Bank of America
3
Bank of America
North Carolina
$51.9M +$29.1M +1,537,886 +136%
UBS Group
4
UBS Group
Switzerland
$45.4M +$14.5M +767,101 +49%
LPL Financial
5
LPL Financial
California
$38.2M +$14M +740,398 +61%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$37.9M +$2.63M +138,955 +8%
BCM
7
Brookstone Capital Management
Illinois
$34.5M -$1.67M -87,914 -5%
EB
8
Eastern Bank
Massachusetts
$28.7M +$16K +842 +0.1%
RMDI
9
R.M. Davis Inc
Maine
$24.3M +$19.6M +1,033,370 +485%
MF
10
Manchester Financial
California
$23.4M +$524K +27,661 +2%
MFWM
11
Motley Fool Wealth Management
Virginia
$21.5M +$433K +22,841 +2%
RJA
12
Raymond James & Associates
Florida
$19.3M +$5.1M +269,302 +37%
HBT
13
Hills Bank & Trust
Iowa
$18.2M +$17.8M +936,930 New
AWM
14
Avior Wealth Management
Nebraska
$18M +$2.8M +147,987 +19%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$17.1M +$111K +5,862 +0.7%
TF
16
TLWM Financial
Texas
$16.4M +$4.23M +223,178 +36%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$16.4M +$801K +42,268 +5%
Invesco
18
Invesco
Georgia
$16.2M +$3.68M +194,188 +30%
SFG
19
Sterling Financial Group
California
$12.3M -$513K -27,065 -4%
IAS
20
IMA Advisory Services
Colorado
$12.1M -$419K -22,098 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$11M +$680K +35,879 +7%
Stifel Financial
22
Stifel Financial
Missouri
$10.8M +$641K +33,831 +7%
ADL
23
Asset Dedication LLC
California
$10.4M -$158K -8,352 -2%
Lido Advisors
24
Lido Advisors
California
$10M +$616K +32,481 +7%
HighTower Advisors
25
HighTower Advisors
Illinois
$9.91M -$7.57M -399,597 -44%
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