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Invesco BulletShares 2027 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
126
Opulen Financial Group
Virginia
$206K +$1.16K +49 +0.6%
HAG
127
HighPoint Advisor Group
Illinois
$203K +$204K +8,586 New
CBT
128
Crews Bank & Trust
Florida
$200K
PTC
129
Private Trust Company
Ohio
$170K +$120K +5,060 +239%
KOCAA
130
Knights of Columbus Asset Advisors
Connecticut
$167K
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$161K
AIM
132
Anchor Investment Management
South Carolina
$147K +$147K +6,200 New
LFG
133
Larson Financial Group
Missouri
$127K
IA
134
IFP Advisors
Florida
$103K +$5.89K +248 +6%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$97.7K +$2.16K +91 +2%
GWM
136
Geneos Wealth Management
Colorado
$73.3K
CF
137
Collier Financial
Colorado
$46K -$14.9K -626 -24%
GSEP
138
Golden State Equity Partners
California
$20.1K +$20.2K +850 New
AF
139
Advisornet Financial
Minnesota
$18.5K
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$13.2K -$19.8K -836 -60%
MCM
141
MAI Capital Management
Ohio
$13K -$40.8K -1,718 -76%
WBC
142
West Branch Capital
Massachusetts
$11.8K
TC
143
Trust Company
Kansas
$9.41K +$24 +1 +0.3%
CIM
144
Confluence Investment Management
Missouri
-$5.77M -243,914 Closed
EC
145
Elequin Capital
New York
-$3.68M -155,296 Closed
STA
146
Summit Trail Advisors
New York
-$792K -33,451 Closed
KOC
147
Koss-Olinger Consulting
Florida
-$770K -32,535 Closed
SG
148
StoneX Group
New York
-$339K -14,315 Closed
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
-$319K -13,465 Closed
Jane Street
150
Jane Street
New York
-$317K -13,406 Closed