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Invesco BulletShares 2028 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
126
Gladstone Institutional Advisory
Florida
$2.57M +$52K +2,525 +2%
CFS
127
CRA Financial Services
New Jersey
$2.57M +$150K +7,274 +6%
EI
128
Ellevest Inc
New York
$2.56M +$190K +9,250 +8%
KPWS
129
Kestra Private Wealth Services
Texas
$2.53M +$855K +41,512 +51%
KBFS
130
Kohmann Bosshard Financial Services
Ohio
$2.53M +$1.01M +49,022 +67%
EW
131
Evexia Wealth
Wisconsin
$2.53M +$450K +21,847 +22%
LW
132
Livet Wealth
Utah
$2.51M +$2.51M +122,022 New
AWA
133
Ark Wealth Advisors
California
$2.5M +$2.5M +121,233 New
TW
134
Tempo Wealth
Ohio
$2.47M +$2.47M +119,896 New
HighTower Advisors
135
HighTower Advisors
Illinois
$2.43M +$180K +8,755 +8%
VA
136
VestGen Advisors
Illinois
$2.42M -$3.2M -155,337 -57%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$2.41M +$2.41M +116,840 New
WCM
138
Whitener Capital Management
North Carolina
$2.36M +$354K +17,193 +18%
SWM
139
Silverlake Wealth Management
Vermont
$2.31M +$223K +10,842 +11%
GWA
140
Genesis Wealth Advisors
Massachusetts
$2.26M +$130K +6,306 +6%
BPA
141
Beacon Pointe Advisors
California
$2.24M +$2.24M +108,775 New
CBA
142
Coastal Bridge Advisors
Connecticut
$2.05M +$9.22K +448 +0.5%
FIT
143
Financially in Tune
Massachusetts
$2.03M +$2.03M +98,377 New
PWSG
144
Pacific Wealth Strategies Group
California
$2.02M +$1.01M +49,124 +100%
NA
145
Nottingham Advisors
New York
$1.93M -$118K -5,746 -6%
RIS
146
Richmond Investment Services
Wisconsin
$1.89M +$52.5K +2,550 +3%
AF
147
Allworth Financial
California
$1.81M -$1.71K -83 -0.1%
Creative Planning
148
Creative Planning
Kansas
$1.79M -$617K -29,959 -26%
ACA
149
Aptus Capital Advisors
Alabama
$1.73M +$3.64K +177 +0.2%
SB
150
Semitam Bonam
New York
$1.69M +$120K +5,828 +8%