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Invesco BulletShares 2027 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
51
Sentinel Pension Advisors
Massachusetts
$407K +$120K +5,110 +42%
WA
52
WESPAC Advisors
California
$407K -$407K -17,322 -50%
BFA
53
Bill Few Associates
Pennsylvania
$402K +$100K +4,260 +33%
AA
54
Addison Advisors
Vermont
$379K +$21K +895 +6%
SFG
55
Sterling Financial Group
California
$372K -$65.3K -2,780 -15%
HWM
56
Horizons Wealth Management
North Carolina
$363K +$16.8K +714 +5%
BPA
57
Beacon Pointe Advisors
California
$361K +$30.1K +1,279 +9%
CW
58
Cooksen Wealth
Texas
$349K
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$329K
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$306K +$31.7K +1,348 +12%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$303K -$3.01K -128 -1%
Stifel Financial
62
Stifel Financial
Missouri
$269K -$42.7K -1,817 -14%
DWM
63
Denver Wealth Management
Colorado
$264K +$4.77K +203 +2%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$259K +$353 +15 +0.1%
SWM
65
Silverlake Wealth Management
Vermont
$256K
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$256K +$1.08K +46 +0.4%
SPIA
67
Steward Partners Investment Advisory
New York
$252K -$570K -24,235 -69%
Lido Advisors
68
Lido Advisors
California
$240K +$241K +10,236 New
JCM
69
Jacobi Capital Management
Pennsylvania
$216K +$216K +9,187 New
ASN
70
Advisory Services Network
Georgia
$206K +$206K +8,760 New
HSWS
71
Higgins & Schmidt Wealth Strategies
Colorado
$202K -$423 -18 -0.2%
HNB
72
Huntington National Bank
Ohio
$149K
FCAS
73
First Command Advisory Services
Texas
$132K +$61.8K +2,629 +88%
WB
74
Webster Bank
Connecticut
$59.3K
IA
75
IFP Advisors
Florida
$46.4K +$30K +1,278 +183%