We are live on ! Find out more
BSMR icon

Invesco BulletShares 2027 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$342K +$340K +14,310 New
Creative Planning
27
Creative Planning
Kansas
$315K
BFEC
28
Benjamin F. Edwards & Company
Missouri
$313K +$4.75K +200 +2%
Stifel Financial
29
Stifel Financial
Missouri
$304K -$1.09K -46 -0.4%
HWM
30
Horizons Wealth Management
North Carolina
$275K +$27K +1,137 +11%
CA
31
Claro Advisors
Massachusetts
$275K -$95.1K -4,000 -26%
NAM
32
NorthCrest Asset Manangement
Minnesota
$252K +$251K +10,578 New
CAM
33
Clark Asset Management
New Hampshire
$237K +$1.62K +68 +0.7%
TF
34
TLWM Financial
Texas
$212K -$37.7K -1,588 -15%
MOS
35
MGO One Seven
Ohio
$211K
MML Investors Services
36
MML Investors Services
Massachusetts
$202K +$201K +8,461 New
UBS Group
37
UBS Group
Switzerland
$189K +$66.8K +2,810 +55%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$91.8K +$20.8K +874 +29%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$33K
AF
40
Advisornet Financial
Minnesota
$18.7K
ASN
41
Advisory Services Network
Georgia
$18.2K +$2.97K +125 +20%
IA
42
IFP Advisors
Florida
$17.5K
WB
43
Webster Bank
Connecticut
$15.2K
CAL
44
Capital Analysts LLC
Pennsylvania
$15K
WBC
45
West Branch Capital
Massachusetts
$11.9K
CPC
46
Cookson Peirce & Co
Pennsylvania
-$226K -9,625 Closed
CG
47
Colony Group
Massachusetts
-$208K -8,864 Closed