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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
76
TLWM Financial
Texas
$526K – – –
RSA
77
River Street Advisors
Illinois
$525K +$27.9K +1,180 +6%
VAMG
78
Voisard Asset Management Group
Michigan
$519K +$117K +4,940 +29%
HWM
79
Howard Wealth Management
Connecticut
$518K +$152K +6,435 +42%
APP
80
Avantax Planning Partners
Iowa
$497K +$497K +21,005 New
FCAS
81
First Command Advisory Services
Texas
$473K -$359K -15,157 -43%
HI
82
Harbour Investments
Wisconsin
$437K +$2.86K +121 +0.7%
KV
83
Kickstand Ventures
New York
$433K +$31.4K +1,325 +8%
HT
84
Heritage Trust
Oklahoma
$429K – – –
JCM
85
Jacobi Capital Management
Pennsylvania
$427K +$75.7K +3,200 +22%
HWM
86
Horizons Wealth Management
North Carolina
$417K +$30.1K +1,272 +8%
SFG
87
SNS Financial Group
Minnesota
$413K +$161K +6,800 +64%
BFA
88
Bill Few Associates
Pennsylvania
$405K – – –
CA
89
Clearstead Advisors
Ohio
$399K +$100K +4,231 +33%
WWA
90
Wingate Wealth Advisors
Massachusetts
$360K +$2.37K +100 +0.7%
MW
91
Members Wealth
Pennsylvania
$357K +$356K +15,034 New
CW
92
Cooksen Wealth
Texas
$352K – – –
FFA
93
Farther Finance Advisors
California
$350K +$174K +7,370 +99%
IIM
94
Invariant Investment Management
Pennsylvania
$346K +$345K +14,587 New
SWM
95
Silverlake Wealth Management
Vermont
$346K +$67.3K +2,845 +24%
WWM
96
Western Wealth Management
Colorado
$346K +$35.5K +1,500 +11%
CA
97
CGN Advisors
Kansas
$345K -$50.1K -2,118 -13%
WWMP
98
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$345K +$345K +14,569 New
SG
99
StoneX Group
New York
$339K -$146K -6,181 -30%
CAL
100
Capital Analysts LLC
Pennsylvania
$329K +$155K +6,530 +89%
2 3
4
5 6