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Invesco BulletShares 2027 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HT
76
Heritage Trust
Oklahoma
$559K +$130K +5,474 +30%
APP
77
Avantax Planning Partners
Iowa
$550K +$53.6K +2,258 +11%
YP
78
YANKCOM Partnership
South Dakota
$549K
AA
79
Addison Advisors
Vermont
$548K +$15.9K +672 +3%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$546K +$225K +9,475 +70%
HI
81
Harbour Investments
Wisconsin
$543K +$107K +4,501 +24%
SFA
82
Sequoia Financial Advisors
Ohio
$541K -$131K -5,539 -20%
HIP
83
HUB Investment Partners
Texas
$535K +$537K +22,634 New
TF
84
TLWM Financial
Texas
$519K -$6.1K -257 -1%
VAMG
85
Voisard Asset Management Group
Michigan
$518K
AFA
86
AA Financial Advisors
Ohio
$511K -$129K -5,455 -20%
HNB
87
Huntington National Bank
Ohio
$510K
CFGA
88
Cambridge Financial Group (Arizona)
Arizona
$503K +$504K +21,255 New
JCM
89
Jacobi Capital Management
Pennsylvania
$429K +$2.37K +100 +0.6%
KV
90
Kickstand Ventures
New York
$425K -$8.31K -350 -2%
HWM
91
Horizons Wealth Management
North Carolina
$417K
SFG
92
SNS Financial Group
Minnesota
$413K
BFA
93
Bill Few Associates
Pennsylvania
$405K
CA
94
Clearstead Advisors
Ohio
$399K
CIC
95
Carnegie Investment Counsel
Ohio
$388K +$389K +16,393 New
BPA
96
Beacon Pointe Advisors
California
$367K +$121K +5,088 +49%
WWA
97
Wingate Wealth Advisors
Massachusetts
$362K +$2.42K +102 +0.7%
CW
98
Cooksen Wealth
Texas
$352K
PFS
99
Prospera Financial Services
Texas
$348K +$33.7K +1,420 +11%
SWM
100
Silverlake Wealth Management
Vermont
$346K +$142 +6 +0%