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Invesco BulletShares 2027 High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Steward Partners Investment Advisory
101
Steward Partners Investment Advisory
New York
$545K +$16K +714 +3%
VWWMG
102
Vermillion & White Wealth Management Group
Pennsylvania
$538K +$5.72K +255 +1%
Gradient Investments
103
Gradient Investments
Minnesota
$526K -$26.8K -1,193 -5%
Atlantic Union Bankshares
104
Atlantic Union Bankshares
Virginia
$525K – – –
KOC
105
Koss-Olinger Consulting
Florida
$516K +$5.43K +242 +1%
MGO One Seven
106
MGO One Seven
Ohio
$502K +$56.8K +2,532 +13%
AIM
107
Anchor Investment Management
South Carolina
$469K – – –
TWM
108
Topsail Wealth Management
North Carolina
$454K – – –
4FG
109
4Thought Financial Group
New York
$447K +$19.5K +869 +5%
Geneos Wealth Management
110
Geneos Wealth Management
Colorado
$445K – – –
TCM
111
Tassel Capital Management
North Carolina
$444K +$117K +5,212 +36%
NWAG
112
Net Worth Advisory Group
Utah
$420K -$208K -9,290 -33%
Arax Advisory Partners
113
Arax Advisory Partners
Colorado
$399K +$401K +17,866 New
Beacon Pointe Advisors
114
Beacon Pointe Advisors
California
$398K – – –
Oppenheimer & Co
115
Oppenheimer & Co
New York
$395K -$6.08K -271 -2%
Carnegie Investment Counsel
116
Carnegie Investment Counsel
Ohio
$379K -$427K -19,050 -53%
Farther Finance Advisors
117
Farther Finance Advisors
California
$356K +$7.36K +328 +2%
VAMG
118
Voisard Asset Management Group
Michigan
$346K – – –
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$337K +$338K +15,072 New
Dynamic Advisor Solutions
120
Dynamic Advisor Solutions
Arizona
$333K -$3.21K -143 -1%
Equitable Holdings
121
Equitable Holdings
New York
$322K -$123K -5,485 -28%
CFS
122
CRA Financial Services
New Jersey
$312K -$5.05K -225 -2%
WQ
123
Wealth Quarterback
New Jersey
$294K +$30.3K +1,349 +11%
&Partners
124
&Partners
Tennessee
$281K +$7.89K +352 +3%
WA
125
WESPAC Advisors
California
$280K – – –