We are live on ! Find out more
BSMR icon

Invesco BulletShares 2027 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$884K +$525K +22,109 +145%
ACA
27
Aptus Capital Advisors
Alabama
$859K +$863K +36,330 New
RSA
28
River Street Advisors
Illinois
$828K +$831K +35,000 New
SPIA
29
Steward Partners Investment Advisory
New York
$828K -$51.4K -2,162 -6%
WA
30
WESPAC Advisors
California
$820K +$823K +34,644 New
ACM
31
AlphaStar Capital Management
North Carolina
$792K +$795K +33,484 New
SC
32
Savant Capital
Illinois
$766K
RJFSA
33
Raymond James Financial Services Advisors
Florida
$680K +$364K +15,335 +114%
PWM
34
Paulson Wealth Management
Illinois
$670K +$57.3K +2,414 +9%
MML Investors Services
35
MML Investors Services
Massachusetts
$559K +$47K +1,978 +9%
KF
36
Krilogy Financial
Missouri
$543K +$140K +5,909 +35%
TF
37
TLWM Financial
Texas
$517K +$19.3K +813 +4%
RHP
38
Royal Harbor Partners
Texas
$468K
MWA
39
Midland Wealth Advisors
Illinois
$452K
AFA
40
AA Financial Advisors
Ohio
$448K +$449K +18,919 New
PAG
41
Private Advisor Group
New Jersey
$447K +$92.4K +3,890 +26%
SFG
42
Sterling Financial Group
California
$440K -$1.69M -71,330 -79%
HighTower Advisors
43
HighTower Advisors
Illinois
$429K +$29.7K +1,250 +7%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$394K +$129K +5,445 +49%
OA
45
Oceanside Advisors
South Carolina
$369K
AA
46
Addison Advisors
Vermont
$361K +$89.2K +3,755 +33%
CW
47
Cooksen Wealth
Texas
$352K
HWM
48
Horizons Wealth Management
North Carolina
$350K
BPA
49
Beacon Pointe Advisors
California
$334K +$10K +422 +3%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$332K +$333K +14,015 New