We are live on ! Find out more
BSMR icon

Invesco BulletShares 2027 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPC
126
Cookson Peirce & Co
Pennsylvania
$222K +$14.4K +608 +7%
CBTWT
127
Community Bank & Trust (Waco, Texas)
Texas
$220K
NFG
128
Nations Financial Group
Iowa
$214K
OFG
129
Opulen Financial Group
Virginia
$207K +$1.21K +51 +0.6%
MW
130
Members Wealth
Pennsylvania
$204K -$103K -4,366 -34%
CBT
131
Crews Bank & Trust
Florida
$200K
AA
132
Addison Advisors
Vermont
$175K -$372K -15,748 -68%
KOCAA
133
Knights of Columbus Asset Advisors
Connecticut
$167K
FCAS
134
First Command Advisory Services
Texas
$163K -$486K -20,581 -75%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$148K +$50.6K +2,139 +52%
LFG
136
Larson Financial Group
Missouri
$126K
IA
137
IFP Advisors
Florida
$109K +$6.5K +275 +6%
CTA
138
Colonial Trust Advisors
South Carolina
$85.1K +$85.1K +3,600 New
OSAM
139
O'Shaughnessy Asset Management
Connecticut
$80.3K -$80.2K -3,395 -50%
GWM
140
Geneos Wealth Management
Colorado
$73.3K
PMFA
141
Plante Moran Financial Advisors
Michigan
$50.2K +$50.1K +2,122 New
CF
142
Collier Financial
Colorado
$46.1K +$118 +5 +0.3%
WBC
143
West Branch Capital
Massachusetts
$11.8K
TC
144
Trust Company
Kansas
$6.73K -$2.67K -113 -28%
AssetMark Inc
145
AssetMark Inc
California
$1.16K +$1.16K +49 New
Focus Partners Wealth
146
Focus Partners Wealth
Massachusetts
-$2.67M -112,943 Closed
TJHA
147
Thomas J. Herzfeld Advisors
Florida
-$2.28M -96,212 Closed
SWM
148
Silverlake Wealth Management
Vermont
-$346K -14,619 Closed
IAA
149
Independent Advisor Alliance
North Carolina
-$266K -11,252 Closed
WWMP
150
Wagner Wealth Management (Pennsylvania)
Pennsylvania
-$216K -9,117 Closed