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Invesco BulletShares 2027 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
101
EP Wealth Advisors
California
$155K
WB
102
Webster Bank
Connecticut
$130K
LFG
103
Larson Financial Group
Missouri
$126K +$126K +5,349 New
PS
104
Principal Securities
Iowa
$94.2K
MCM
105
MAI Capital Management
Ohio
$52.3K +$355 +15 +0.7%
IA
106
IFP Advisors
Florida
$37.2K -$14.8K -627 -28%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$33K -$10K -423 -23%
SPIA
108
Steward Partners Investment Advisory
New York
$30.7K -$96.5K -4,082 -76%
AF
109
Advisornet Financial
Minnesota
$25.7K -$1.06K -45 -4%
OP
110
ORG Partners
Indiana
$20K
OSNBOA
111
Old Second National Bank of Aurora
Illinois
$18.8K
JP Morgan Chase
112
JP Morgan Chase
New York
$18.6K +$18.7K +790 New
WBC
113
West Branch Capital
Massachusetts
$11.8K
Fidelity Investments
114
Fidelity Investments
Massachusetts
$5.11K +$5.13K +217 New
HIA
115
Harbor Investment Advisory
Maryland
$3.53K +$3.55K +150 New
FWM
116
Fortress Wealth Management
California
-$1.22M -51,649 Closed
KCM
117
Kathmere Capital Management
Pennsylvania
-$523K -22,158 Closed
IAA
118
Independent Advisor Alliance
North Carolina
-$419K -17,752 Closed
KF
119
Krilogy Financial
Missouri
-$291K -12,334 Closed
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
-$272K -11,506 Closed
ASN
121
Advisory Services Network
Georgia
-$237K -10,049 Closed
Comerica Bank
122
Comerica Bank
Texas
-$23.8K -1,009 Closed
Bessemer Group
123
Bessemer Group
New Jersey
-$10K -437 Closed