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Invesco BulletShares 2028 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WBC
301
West Branch Capital
Massachusetts
$21.5K – – –
AP
302
Aspect Partners
Virginia
$19.8K – – –
RF
303
Rossby Financial
Florida
$16.9K +$16.8K +828 New
SIS
304
Sound Income Strategies
Florida
$12.5K +$12.4K +612 New
RPA
305
Redwood Park Advisors
California
$10.2K – – –
FFA
306
Farther Finance Advisors
California
$10.2K +$10.1K +500 New
BTD
307
BankPlus Trust Department
Mississippi
$9.16K – – –
HIA
308
Harbor Investment Advisory
Maryland
$8.95K +$8.9K +440 New
DPW
309
DiNuzzo Private Wealth
Pennsylvania
$8.81K – – –
FPB
310
First PREMIER Bank
South Dakota
$6K – – –
Fidelity Investments
311
Fidelity Investments
Massachusetts
$5.25K -$9.29K -459 -64%
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$5.12K +$5.12K +253 New
CT
313
Caldwell Trust
Florida
$2.65K – – –
TCM
314
Tradewinds Capital Management
Washington
$1.79K -$11.1M -547,679 -100%
SAM
315
Smartleaf Asset Management
Massachusetts
$1.76K +$1.74K +86 New
GI
316
GS Investments
Minnesota
$1.53K – – –
NFSG
317
Newbridge Financial Services Group
Florida
$529 – – –
IAA
318
Independent Advisor Alliance
North Carolina
– -$14.9M -741,404 Closed
CCB
319
Country Club Bank
Missouri
– -$4.36M -216,280 Closed
LC
320
Legacy CG
Texas
– -$2.59M -128,575 Closed
Susquehanna International Group
321
Susquehanna International Group
Pennsylvania
– -$2.36M -117,210 Closed
R
322
Rebalance
California
– -$503K -24,969 Closed
FTUS
323
Flow Traders U.S.
New York
– -$468K -23,242 Closed
OIA
324
OneDigital Investment Advisors
Kansas
– -$384K -19,096 Closed
LWL
325
Leo Wealth LLC
Texas
– -$313K -15,571 Closed