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Invesco BulletShares 2027 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WESPAC Advisors
76
WESPAC Advisors
California
$612K – – –
HighPoint Advisor Group
77
HighPoint Advisor Group
Illinois
$609K +$406K +17,172 +200%
Howard Wealth Management
78
Howard Wealth Management
Connecticut
$608K +$20.1K +850 +3%
Heritage Trust
79
Heritage Trust
Oklahoma
$604K +$45.1K +1,908 +8%
Kickstand Ventures
80
Kickstand Ventures
New York
$578K +$154K +6,500 +36%
Lido Advisors
81
Lido Advisors
California
$575K – – –
OneDigital Investment Advisors
82
OneDigital Investment Advisors
Kansas
$569K – – –
Avantax Planning Partners
83
Avantax Planning Partners
Iowa
$554K +$3.76K +159 +0.7%
YP
84
YANKCOM Partnership
South Dakota
$549K – – –
Sequoia Financial Advisors
85
Sequoia Financial Advisors
Ohio
$540K – – –
Ausdal Financial Partners
86
Ausdal Financial Partners
Iowa
$523K +$303K +12,841 +138%
TLWM Financial
87
TLWM Financial
Texas
$519K – – –
Voisard Asset Management Group
88
Voisard Asset Management Group
Michigan
$518K – – –
AA Financial Advisors
89
AA Financial Advisors
Ohio
$511K +$284 +12 +0.1%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$501K -$44.6K -1,886 -8%
Harbour Investments
91
Harbour Investments
Wisconsin
$494K -$48.6K -2,055 -9%
SNS Financial Group
92
SNS Financial Group
Minnesota
$493K +$80.6K +3,410 +20%
Coastal Bridge Advisors
93
Coastal Bridge Advisors
Connecticut
$419K +$82.8K +3,504 +25%
Bill Few Associates
94
Bill Few Associates
Pennsylvania
$405K – – –
Clearstead Advisors
95
Clearstead Advisors
Ohio
$399K – – –
Cambridge Financial Group (Arizona)
96
Cambridge Financial Group (Arizona)
Arizona
$398K -$105K -4,437 -21%
Carnegie Investment Counsel
97
Carnegie Investment Counsel
Ohio
$388K – – –
Savant Capital
98
Savant Capital
Illinois
$387K -$332K -14,051 -46%
Beacon Pointe Advisors
99
Beacon Pointe Advisors
California
$367K +$165 +7 +0%
Wingate Wealth Advisors
100
Wingate Wealth Advisors
Massachusetts
$365K +$2.46K +104 +0.7%