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Invesco BulletShares 2027 High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
26
HUB Investment Partners
Texas
$463K +$460K +21,180 New
ZIM
27
Zacks Investment Management
Illinois
$454K +$451K +20,780 New
CIC
28
Carnegie Investment Counsel
Ohio
$434K +$26.8K +1,233 +7%
PAG
29
Private Advisory Group
Washington
$434K +$431K +19,854 New
SWM
30
Segment Wealth Management
Texas
$369K +$29.3K +1,350 +9%
Stifel Financial
31
Stifel Financial
Missouri
$324K +$62.1K +2,862 +24%
ACM
32
AlphaStar Capital Management
North Carolina
$310K +$309K +14,218 New
UBS Group
33
UBS Group
Switzerland
$306K -$9.66K -445 -3%
Legacy Financial Group (Iowa)
34
Legacy Financial Group (Iowa)
Iowa
$263K +$4.97K +229 +2%
MA
35
MONECO Advisors
Connecticut
$226K
CCP
36
Carmel Capital Partners
California
$197K +$195K +9,000 New
GRP
37
Global Retirement Partners
California
$90.3K +$90.5K +4,170 New
SIC
38
SJS Investment Consulting
Ohio
$33.4K
HWM
39
Horizons Wealth Management
North Carolina
$32.6K
KFI
40
Key Financial Inc
Pennsylvania
$23.6K
GI
41
Gradient Investments
Minnesota
$12.6K -$14.9K -686 -54%
PTC
42
Private Trust Company
Ohio
$8.43K -$130 -6 -2%
AIM
43
Anchor Investment Management
South Carolina
$6.33K +$6.29K +290 New
AAS
44
Ameritas Advisory Services
Nebraska
$870 +$868 +40 New
AF
45
Advisornet Financial
Minnesota
$590 +$586 +27 New
Invesco
46
Invesco
Georgia
-$1.24M -57,892 Closed
SPWM
47
Straight Path Wealth Management
Michigan
-$312K -14,592 Closed
BFA
48
Beaumont Financial Advisors
Massachusetts
-$305K -14,256 Closed
GIA
49
Gladstone Institutional Advisory
Florida
-$210K -9,834 Closed
BFEC
50
Benjamin F. Edwards & Company
Missouri
-$53K -2,500 Closed