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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
1
Lido Advisors
California
$571M +$559M +28,657,205 +5,880%
Morgan Stanley
2
Morgan Stanley
New York
$169M +$2.91M +148,964 +2%
Wells Fargo
3
Wells Fargo
California
$116M +$4.77M +244,465 +4%
LPL Financial
4
LPL Financial
California
$98.5M +$10.4M +530,525 +12%
Bank of America
5
Bank of America
North Carolina
$93.2M +$16.2M +830,011 +21%
Raymond James Financial
6
Raymond James Financial
Florida
$76.3M +$827K +42,346 +1%
UBS Group
7
UBS Group
Switzerland
$70.7M +$7.41M +379,775 +12%
CA
8
Clearstead Advisors
Ohio
$52.8M +$993K +50,855 +2%
Invesco
9
Invesco
Georgia
$51.3M +$6.46M +330,687 +14%
MF
10
Manchester Financial
California
$48.4M -$10.4M -530,727 -18%
AWM
11
Avior Wealth Management
Nebraska
$47.4M +$6.84M +350,326 +17%
HBT
12
Hills Bank & Trust
Iowa
$47.2M +$1.06M +54,421 +2%
MCM
13
MAI Capital Management
Ohio
$44.8M +$4.95M +253,326 +12%
SFG
14
SNS Financial Group
Minnesota
$31.1M +$2.79M +142,664 +10%
RMDI
15
R.M. Davis Inc
Maine
$30.7M +$1.53M +78,415 +5%
BCM
16
Brookstone Capital Management
Illinois
$30M -$696K -35,663 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$26.6M -$10M -512,643 -27%
Renaissance Technologies
18
Renaissance Technologies
New York
$24.3M +$17.9M +918,892 +285%
TF
19
TLWM Financial
Texas
$22.5M +$646K +33,114 +3%
MML Investors Services
20
MML Investors Services
Massachusetts
$22.4M +$5.57M +285,393 +33%
4WM
21
49 Wealth Management
Texas
$20.9M +$225K +11,548 +1%
Osaic Holdings
22
Osaic Holdings
Arizona
$20.8M +$4.15M +212,643 +25%
AIM
23
Anchor Investment Management
South Carolina
$20.5M +$2.04M +104,344 +11%
Stifel Financial
24
Stifel Financial
Missouri
$19.4M +$5.6M +286,883 +41%
Ameriprise
25
Ameriprise
Minnesota
$18.6M +$3.84M +196,817 +26%
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