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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.8M +$468K +19,820 +4%
LPL Financial
2
LPL Financial
California
$12.1M +$269K +11,372 +2%
Bank of America
3
Bank of America
North Carolina
$11.4M +$323K +13,685 +3%
Wells Fargo
4
Wells Fargo
California
$10.3M -$651K -27,550 -6%
Invesco
5
Invesco
Georgia
$9.84M +$505K +21,382 +5%
Raymond James Financial
6
Raymond James Financial
Florida
$9.28M +$1.41M +59,736 +18%
KFI
7
Key Financial Inc
Pennsylvania
$8.69M +$604K +25,552 +7%
FSAG
8
Financial Solutions Advisory Group
Illinois
$8.13M -$25.5K -1,077 -0.3%
AUB
9
Atlantic Union Bankshares
Virginia
$7.58M +$2.51M +106,019 +49%
IWC
10
Integrated Wealth Concepts
Massachusetts
$7.16M +$2.52M +106,495 +54%
HighTower Advisors
11
HighTower Advisors
Illinois
$5.81M +$353K +14,956 +6%
UBS Group
12
UBS Group
Switzerland
$5.25M -$760K -32,165 -13%
NA
13
NewEdge Advisors
Louisiana
$5.15M +$335K +14,192 +7%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$4.8M +$624K +26,409 +15%
PWP
15
Precedent Wealth Partners
Texas
$4.49M +$429K +18,141 +11%
CVA
16
Central Valley Advisors
California
$4.36M +$355K +15,026 +9%
HBT
17
Hills Bank & Trust
Iowa
$4.22M -$1.22M -51,707 -22%
AWM
18
Avior Wealth Management
Nebraska
$4.06M -$258K -10,903 -6%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.86M +$583K +24,671 +18%
MA
20
MONECO Advisors
Connecticut
$3.77M +$211K +8,918 +6%
SF
21
Summit Financial
New Jersey
$3.72M -$1.38M -58,604 -27%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.12M +$166K +7,045 +6%
Ameriprise
23
Ameriprise
Minnesota
$3M +$430K +18,179 +17%
ADL
24
Asset Dedication LLC
California
$2.95M +$76K +3,217 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.62M +$140K +5,942 +6%
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