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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
26
Paulson Wealth Management
Illinois
$563K +$39.7K +1,674 +8%
RHP
27
Royal Harbor Partners
Texas
$467K – – –
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$441K +$442K +18,667 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$426K +$88.5K +3,736 +26%
Stifel Financial
30
Stifel Financial
Missouri
$319K +$18.6K +785 +6%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$316K +$317K +13,397 New
MML Investors Services
32
MML Investors Services
Massachusetts
$312K +$113K +4,757 +56%
Creative Planning
33
Creative Planning
Kansas
$311K – – –
BFEC
34
Benjamin F. Edwards & Company
Missouri
$310K – – –
HWM
35
Horizons Wealth Management
North Carolina
$281K +$9.14K +386 +3%
EH
36
Equitable Holdings
New York
$274K +$275K +11,599 New
KOC
37
Koss-Olinger Consulting
Florida
$264K +$265K +11,202 New
AA
38
Addison Advisors
Vermont
$261K +$262K +11,075 New
NAM
39
NorthCrest Asset Manangement
Minnesota
$250K – – –
CAM
40
Clark Asset Management
New Hampshire
$236K +$1.61K +68 +0.7%
CPC
41
Cookson Peirce & Co
Pennsylvania
$229K +$230K +9,692 New
TF
42
TLWM Financial
Texas
$226K +$16K +675 +8%
BPA
43
Beacon Pointe Advisors
California
$200K +$201K +8,492 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$156K +$65.3K +2,758 +72%
HNB
45
Huntington National Bank
Ohio
$82.6K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$33K – – –
WB
47
Webster Bank
Connecticut
$24.4K +$9.47K +400 +63%
OP
48
ORG Partners
Indiana
$20K +$20.1K +850 New
AF
49
Advisornet Financial
Minnesota
$18.5K – – –
IA
50
IFP Advisors
Florida
$16.5K – – –
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