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Invesco BulletShares 2028 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
151
Brown Advisory
Maryland
$745K +$738K +36,238 New
IWP
152
Insight Wealth Partners
Texas
$675K
CIA
153
Capital Investment Advisors
Georgia
$666K -$17.2K -846 -3%
KMC
154
Kirr Marbach & Co
Indiana
$659K -$21.1K -1,037 -3%
CWS
155
Cypress Wealth Services
California
$654K +$264K +12,987 +69%
AFG
156
Argent Financial Group
Louisiana
$649K +$643K +31,572 New
FIA
157
Foundations Investment Advisors
Arizona
$613K +$228K +11,181 +60%
OIM
158
Oder Investment Management
California
$612K +$132K +6,488 +28%
AWS
159
Atria Wealth Solutions
New York
$581K -$64K -3,146 -10%
WWM
160
Western Wealth Management
Colorado
$573K +$40.7K +2,000 +8%
KFI
161
Key Financial Inc
Pennsylvania
$570K +$277K +13,600 +96%
HWM
162
HB Wealth Management
Georgia
$566K +$68.4K +3,360 +14%
AWA
163
Arete Wealth Advisors
Illinois
$560K +$19.3K +948 +4%
KWM
164
Kingsview Wealth Management
Oregon
$548K +$1.41K +69 +0.3%
SPC
165
Sigma Planning Corp
Michigan
$517K +$512K +25,161 New
SM
166
Sensible Money
Arizona
$516K +$76.9K +3,776 +18%
MPW
167
Monterey Private Wealth
California
$515K +$510K +25,053 New
DFG
168
Delta Financial Group
New Jersey
$492K +$3.71K +182 +0.8%
P
169
&Partners
Tennessee
$490K +$5.39K +265 +1%
MFP
170
Meridian Financial Partners
Virginia
$476K +$472K +23,170 New
NFG
171
Nations Financial Group
Iowa
$462K +$448 +22 +0.1%
AWA
172
Arkadios Wealth Advisors
Georgia
$456K +$4.7K +231 +1%
JWCA
173
J.W. Cole Advisors
Florida
$449K +$445K +21,844 New
Creative Planning
174
Creative Planning
Kansas
$447K -$102K -4,991 -19%
SWA
175
Sax Wealth Advisors
New Jersey
$445K +$158K +7,755 +56%