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Invesco BulletShares 2027 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$1.29M +$1.28M +54,250 New
Stifel Financial
27
Stifel Financial
Missouri
$1.27M +$1,000K +42,252 +368%
FWM
28
Fortress Wealth Management
California
$1.22M +$8.56K +362 +0.7%
SC
29
Savant Capital
Illinois
$1.1M +$333K +14,070 +43%
FF
30
Farnam Financial
Arizona
$1.07M +$1.07M +45,230 New
ACM
31
AlphaStar Capital Management
North Carolina
$1.05M +$73.7K +3,116 +8%
APA
32
Astoria Portfolio Advisors
New York
$1.02M -$5.39K -228 -0.5%
IWC
33
Integrated Wealth Concepts
Massachusetts
$985K +$99.6K +4,211 +11%
ACA
34
Aptus Capital Advisors
Alabama
$981K +$99.6K +4,211 +11%
PWM
35
Paulson Wealth Management
Illinois
$973K +$151K +6,374 +18%
VWWMG
36
Vermillion & White Wealth Management Group
Pennsylvania
$924K
MA
37
MONECO Advisors
Connecticut
$914K +$350K +14,796 +62%
HGA
38
Hobbs Group Advisors
South Carolina
$910K +$8.9K +376 +1%
Brown Advisory
39
Brown Advisory
Maryland
$906K +$203K +8,568 +29%
EH
40
Equitable Holdings
New York
$812K -$42.3K -1,789 -5%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$786K +$67.9K +2,871 +9%
MWM
42
Meridian Wealth Management
Kentucky
$768K +$45.9K +1,938 +6%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$735K +$167K +7,039 +29%
Goldman Sachs
44
Goldman Sachs
New York
$645K +$644K +27,212 New
MML Investors Services
45
MML Investors Services
Massachusetts
$626K +$30.4K +1,283 +5%
CAM
46
Clark Asset Management
New Hampshire
$529K +$72.7K +3,074 +16%
AFA
47
AA Financial Advisors
Ohio
$529K +$40.1K +1,695 +8%
TF
48
TLWM Financial
Texas
$518K
AA
49
Addison Advisors
Vermont
$488K +$106K +4,465 +28%
MWA
50
Midland Wealth Advisors
Illinois
$479K