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Invesco BulletShares 2027 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Paulson Wealth Management
Illinois
$543K -$3.06K -131 -0.5%
TF
27
TLWM Financial
Texas
$489K +$276K +11,795 +123%
RHP
28
Royal Harbor Partners
Texas
$453K
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$448K +$21.1K +900 +5%
KF
30
Krilogy Financial
Missouri
$439K +$449K +19,175 New
MML Investors Services
31
MML Investors Services
Massachusetts
$393K +$92.1K +3,935 +30%
EH
32
Equitable Holdings
New York
$319K +$54.7K +2,337 +20%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$307K
Stifel Financial
34
Stifel Financial
Missouri
$301K -$8.33K -356 -3%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$296K -$4.68K -200 -2%
Creative Planning
36
Creative Planning
Kansas
$291K -$11.2K -480 -4%
HWM
37
Horizons Wealth Management
North Carolina
$290K +$17.8K +761 +6%
KOC
38
Koss-Olinger Consulting
Florida
$265K +$8.82K +377 +3%
AA
39
Addison Advisors
Vermont
$256K +$2.81K +120 +1%
CAM
40
Clark Asset Management
New Hampshire
$230K +$1.61K +69 +0.7%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$224K +$229K +9,777 New
MOS
42
MGO One Seven
Ohio
$202K +$206K +8,819 New
CPC
43
Cookson Peirce & Co
Pennsylvania
$201K -$21.7K -928 -10%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$179K +$28.2K +1,207 +18%
HNB
45
Huntington National Bank
Ohio
$126K
JP Morgan Chase
46
JP Morgan Chase
New York
$56.3K -$840K -35,906 -94%
WB
47
Webster Bank
Connecticut
$38.6K +$15.2K +650 +63%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$32K
OP
49
ORG Partners
Indiana
$19.5K
AF
50
Advisornet Financial
Minnesota
$17.9K