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Invesco BulletShares 2027 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
76
OneAscent Financial Services
Alabama
$418K +$416K +17,650 New
BFA
77
Bill Few Associates
Pennsylvania
$405K
VAMG
78
Voisard Asset Management Group
Michigan
$402K
KV
79
Kickstand Ventures
New York
$402K
LC
80
Landaas & Company
Wisconsin
$400K +$114K +4,844 +40%
CA
81
CGN Advisors
Kansas
$395K -$405K -17,186 -51%
HWM
82
Horizons Wealth Management
North Carolina
$387K +$9.98K +423 +3%
HWM
83
Howard Wealth Management
Connecticut
$365K +$17.7K +750 +5%
WWA
84
Wingate Wealth Advisors
Massachusetts
$358K +$2.5K +106 +0.7%
CW
85
Cooksen Wealth
Texas
$352K
JCM
86
Jacobi Capital Management
Pennsylvania
$351K +$61.3K +2,600 +21%
WA
87
Waverly Advisors
Alabama
$345K +$84.9K +3,600 +33%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$332K -$1.06M -45,034 -76%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$322K +$321K +13,591 New
PFS
90
Prospera Financial Services
Texas
$311K +$3.07K +130 +1%
WWM
91
Western Wealth Management
Colorado
$310K +$94.4K +4,000 +44%
BEI
92
Benjamin Edwards Inc
Missouri
$301K +$21.9K +930 +8%
CA
93
Clearstead Advisors
Ohio
$299K +$298K +12,642 New
SWM
94
Silverlake Wealth Management
Vermont
$278K
SFG
95
SNS Financial Group
Minnesota
$252K
CBA
96
Coastal Bridge Advisors
Connecticut
$243K +$40.5K +1,718 +20%
CBTWT
97
Community Bank & Trust (Waco, Texas)
Texas
$220K +$220K +9,317 New
HNB
98
Huntington National Bank
Ohio
$216K
WB
99
Webster Bank
Connecticut
$216K +$100K +4,250 +87%
NFG
100
Nations Financial Group
Iowa
$214K +$213K +9,047 New