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Invesco BulletShares 2028 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
4FG
126
4Thought Financial Group
New York
$795K -$4.92K -245 -0.6%
Franklin Resources
127
Franklin Resources
California
$762K
HSWS
128
Higgins & Schmidt Wealth Strategies
Colorado
$746K +$33.7K +1,677 +5%
CIA
129
Capital Investment Advisors
Georgia
$737K -$40.9K -2,033 -5%
KMC
130
Kirr Marbach & Co
Indiana
$707K -$83.1K -4,134 -11%
LIM
131
Leavell Investment Management
Alabama
$707K +$416K +20,710 +143%
IWP
132
Insight Wealth Partners
Texas
$664K -$27.3K -1,357 -4%
IBOK
133
Independence Bank of Kentucky
Kentucky
$661K +$184K +9,152 +38%
SPC
134
Sigma Planning Corp
Michigan
$653K +$654K +32,553 New
FCCM
135
First City Capital Management
Georgia
$610K +$611K +30,400 New
AWS
136
Atria Wealth Solutions
New York
$603K +$138K +6,871 +30%
SFC
137
Strategic Financial Concepts
Texas
$501K +$123K +6,132 +33%
CAL
138
Capital Analysts LLC
Pennsylvania
$484K -$3.17K -158 -0.7%
Creative Planning
139
Creative Planning
Kansas
$484K +$35.5K +1,767 +8%
HWM
140
HB Wealth Management
Georgia
$482K +$17.8K +885 +4%
AWA
141
Arete Wealth Advisors
Illinois
$477K +$478K +23,777 New
SCA
142
Snowden Capital Advisors
New York
$449K +$10.4K +520 +2%
SIC
143
Sigma Investment Counselors
Michigan
$430K -$31.1K -1,550 -7%
NFG
144
Nations Financial Group
Iowa
$430K +$10.4K +518 +2%
FCAS
145
First Command Advisory Services
Texas
$423K +$2.91K +145 +0.7%
WWM
146
Western Wealth Management
Colorado
$418K
CFS
147
Coordinated Financial Services
Colorado
$400K +$400K +19,927 New
DWA
148
Divergent Wealth Advisors
Utah
$399K
NRI
149
NFP Retirement Inc
California
$399K +$400K +19,881 New
CFCI
150
Comprehensive Financial Consultants Institutional
Indiana
$395K +$75.7K +3,767 +24%