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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
101
Coastal Bridge Advisors
Connecticut
$336K +$65.3K +2,753 +24%
CAL
102
Capital Analysts LLC
Pennsylvania
$330K +$783 +33 +0.2%
IWS
103
Intentional Wealth Strategies
Colorado
$312K +$313K +13,194 New
CA
104
CGN Advisors
Kansas
$311K -$33.6K -1,416 -10%
MW
105
Members Wealth
Pennsylvania
$306K -$48.7K -2,053 -14%
WIA
106
World Investment Advisors
California
$302K +$303K +12,786 New
VAS
107
Vestmark Advisory Solutions
Massachusetts
$302K +$303K +12,786 New
TCM
108
Tassel Capital Management
North Carolina
$294K +$19.9K +837 +7%
KPWS
109
Kestra Private Wealth Services
Texas
$292K +$293K +12,327 New
OFS
110
Opus Financial Solutions
Illinois
$282K – – –
BEI
111
Benjamin Edwards Inc
Missouri
$279K -$23.9K -1,007 -8%
LIM
112
Leavell Investment Management
Alabama
$274K – – –
BFS
113
BridgePort Financial Solutions
Iowa
$269K +$269K +11,354 New
IAA
114
Independent Advisor Alliance
North Carolina
$266K +$267K +11,252 New
WWM
115
Western Wealth Management
Colorado
$263K -$83.1K -3,500 -24%
ASN
116
Advisory Services Network
Georgia
$255K +$31.3K +1,320 +14%
IIM
117
Invariant Investment Management
Pennsylvania
$253K -$92.3K -3,890 -27%
FFG
118
Foundry Financial Group
New Hampshire
$231K +$231K +9,746 New
NL
119
NorthAvenue LLC
Ohio
$224K – – –
CBTWT
120
Community Bank & Trust (Waco, Texas)
Texas
$220K – – –
AFP
121
Ausdal Financial Partners
Iowa
$220K +$221K +9,298 New
FFA
122
Farther Finance Advisors
California
$216K -$134K -5,658 -38%
WWMP
123
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$216K -$129K -5,452 -37%
NFG
124
Nations Financial Group
Iowa
$214K – – –
CPC
125
Cookson Peirce & Co
Pennsylvania
$208K -$8.28K -349 -4%
3 4
5
6 7