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Invesco BulletShares 2027 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
Western Wealth Management
Colorado
$214K +$213K +9,100 New
SPIA
102
Steward Partners Investment Advisory
New York
$210K +$179K +7,646 +587%
OFG
103
Opulen Financial Group
Virginia
$201K +$1.26K +54 +0.6%
CBA
104
Coastal Bridge Advisors
Connecticut
$201K +$200K +8,554 New
CBT
105
Crews Bank & Trust
Florida
$198K
CAL
106
Capital Analysts LLC
Pennsylvania
$173K
KOCAA
107
Knights of Columbus Asset Advisors
Connecticut
$166K
LFG
108
Larson Financial Group
Missouri
$126K
WB
109
Webster Bank
Connecticut
$114K -$15.1K -645 -12%
EWA
110
EP Wealth Advisors
California
$110K -$43.8K -1,874 -29%
WSFS
111
Wilmington Savings Fund Society
Delaware
$98.6K +$98.1K +4,200 New
PS
112
Principal Securities
Iowa
$69.4K -$24.2K -1,037 -26%
MCM
113
MAI Capital Management
Ohio
$52.5K +$374 +16 +0.7%
IA
114
IFP Advisors
Florida
$37.3K +$140 +6 +0.4%
FFA
115
Farther Finance Advisors
California
$33.7K +$33.5K +1,435 New
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$33K
AF
117
Advisornet Financial
Minnesota
$25.6K
OP
118
ORG Partners
Indiana
$20K
OSNBOA
119
Old Second National Bank of Aurora
Illinois
$18.8K
WBC
120
West Branch Capital
Massachusetts
$11.7K
HIA
121
Harbor Investment Advisory
Maryland
$3.52K
Jane Street
122
Jane Street
New York
-$1.95M -82,625 Closed
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
-$951K -40,395 Closed
MWA
124
Midland Wealth Advisors
Illinois
-$476K -20,194 Closed
OFS
125
OneAscent Financial Services
Alabama
-$204K -8,678 Closed