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Invesco BulletShares 2027 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$974M +$400M +20,413,246 +70%
Morgan Stanley
2
Morgan Stanley
New York
$175M +$4.59M +234,329 +3%
Wells Fargo
3
Wells Fargo
California
$122M +$5.63M +287,291 +5%
LPL Financial
4
LPL Financial
California
$103M +$4.34M +221,627 +4%
Bank of America
5
Bank of America
North Carolina
$94.6M +$1.15M +58,937 +1%
UBS Group
6
UBS Group
Switzerland
$78.6M +$7.71M +393,716 +11%
Raymond James Financial
7
Raymond James Financial
Florida
$71.7M -$4.79M -244,284 -6%
Invesco
8
Invesco
Georgia
$58.6M +$7.13M +364,173 +14%
CA
9
Clearstead Advisors
Ohio
$54.6M +$1.57M +80,308 +3%
AWM
10
Avior Wealth Management
Nebraska
$47.7M +$107K +5,470 +0.2%
HBT
11
Hills Bank & Trust
Iowa
$47.5M +$119K +6,055 +0.3%
MCM
12
MAI Capital Management
Ohio
$47.4M +$2.4M +122,576 +5%
SFG
13
SNS Financial Group
Minnesota
$32.9M +$1.76M +90,014 +6%
RMDI
14
R.M. Davis Inc
Maine
$31.8M +$995K +50,769 +3%
BCM
15
Brookstone Capital Management
Illinois
$28.5M -$1.55M -78,981 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$27.9M +$1.21M +61,871 +5%
MML Investors Services
17
MML Investors Services
Massachusetts
$25.5M +$2.98M +152,213 +13%
TF
18
TLWM Financial
Texas
$22.8M +$227K +11,596 +1%
AIM
19
Anchor Investment Management
South Carolina
$21.3M +$786K +40,111 +4%
MA
20
MONECO Advisors
Connecticut
$21.3M +$2.87M +146,322 +16%
Stifel Financial
21
Stifel Financial
Missouri
$20.8M +$1.38M +70,192 +7%
Osaic Holdings
22
Osaic Holdings
Arizona
$20.7M -$115K -5,877 -0.6%
Ameriprise
23
Ameriprise
Minnesota
$18.6M +$3.51K +179 +0%
4WM
24
49 Wealth Management
Texas
$18.6M -$2.42M -123,578 -12%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$18.2M +$2.38M +121,303 +15%