We are live on ! Find out more
BSMR icon

Invesco BulletShares 2027 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$888K -$161K -6,949 -16%
HGA
27
Hobbs Group Advisors
South Carolina
$837K +$814K +35,007 New
SC
28
Savant Capital
Illinois
$774K -$115K -4,967 -13%
AWM
29
Avior Wealth Management
Nebraska
$745K +$119K +5,128 +20%
PWM
30
Paulson Wealth Management
Illinois
$620K +$51.3K +2,209 +9%
MML Investors Services
31
MML Investors Services
Massachusetts
$518K +$105K +4,503 +26%
EH
32
Equitable Holdings
New York
$508K +$170K +7,319 +53%
TF
33
TLWM Financial
Texas
$503K -$7.71K -332 -2%
RHP
34
Royal Harbor Partners
Texas
$473K
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$468K
MWA
36
Midland Wealth Advisors
Illinois
$457K +$444K +19,119 New
MWM
37
Meridian Wealth Management
Kentucky
$445K +$432K +18,598 New
KF
38
Krilogy Financial
Missouri
$407K -$50K -2,150 -11%
HighTower Advisors
39
HighTower Advisors
Illinois
$403K +$391K +16,825 New
OA
40
Oceanside Advisors
South Carolina
$373K +$363K +15,620 New
IWC
41
Integrated Wealth Concepts
Massachusetts
$365K +$355K +15,262 New
PAG
42
Private Advisor Group
New Jersey
$359K +$349K +15,013 New
CW
43
Cooksen Wealth
Texas
$355K +$345K +14,862 New
HWM
44
Horizons Wealth Management
North Carolina
$350K +$45.7K +1,965 +16%
NAM
45
NorthCrest Asset Manangement
Minnesota
$335K +$326K +14,015 New
BPA
46
Beacon Pointe Advisors
California
$327K +$318K +13,680 New
RJFSA
47
Raymond James Financial Services Advisors
Florida
$320K
Stifel Financial
48
Stifel Financial
Missouri
$313K -$1.11K -48 -0.4%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$312K +$2.58K +111 +0.9%
KOC
50
Koss-Olinger Consulting
Florida
$277K