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Invesco BulletShares 2027 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Silverlake Wealth Management
Vermont
$278K +$20K +844 +8%
KC
77
Kades & Cheifetz
Pennsylvania
$272K +$48.3K +2,038 +22%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$272K +$273K +11,506 New
DWM
79
Denver Wealth Management
Colorado
$265K -$2.2K -93 -0.8%
JCM
80
Jacobi Capital Management
Pennsylvania
$262K +$12.8K +540 +5%
HT
81
Heritage Trust
Oklahoma
$256K +$257K +10,840 New
Jones Financial Companies
82
Jones Financial Companies
Missouri
$252K +$126K +5,331 +99%
TCM
83
Tassel Capital Management
North Carolina
$249K +$250K +10,533 New
FFN
84
Focus Financial Network
Minnesota
$239K +$240K +10,138 New
ASN
85
Advisory Services Network
Georgia
$237K +$30.5K +1,289 +15%
OFS
86
OneAscent Financial Services
Alabama
$227K +$228K +9,608 New
KV
87
Kickstand Ventures
New York
$223K
PAG
88
Private Advisor Group
New Jersey
$222K -$117K -4,922 -34%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$220K +$924 +39 +0.4%
VAMG
90
Voisard Asset Management Group
Michigan
$210K
WWA
91
Wingate Wealth Advisors
Massachusetts
$200K +$201K +8,494 New
CBT
92
Crews Bank & Trust
Florida
$200K +$200K +8,455 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$181K +$50.3K +2,121 +38%
KOCAA
94
Knights of Columbus Asset Advisors
Connecticut
$167K
S
95
SignatureFD
Georgia
$158K +$159K +6,714 New
EWA
96
EP Wealth Advisors
California
$155K +$156K +6,565 New
WB
97
Webster Bank
Connecticut
$130K +$55.9K +2,360 +75%
SPIA
98
Steward Partners Investment Advisory
New York
$127K -$3.08K -130 -2%
PS
99
Principal Securities
Iowa
$94.2K +$94.6K +3,993 New
IA
100
IFP Advisors
Florida
$52.1K +$5.24K +221 +11%