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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$6.14M -$24.2K -1,017 -0.4%
KFI
2
Key Financial Inc
Pennsylvania
$5.82M +$1.05M +44,240 +22%
Morgan Stanley
3
Morgan Stanley
New York
$5.37M +$282K +11,877 +6%
Wells Fargo
4
Wells Fargo
California
$5.31M +$1.46M +61,316 +38%
LPL Financial
5
LPL Financial
California
$4.79M +$577K +24,274 +14%
Invesco
6
Invesco
Georgia
$3.55M +$402K +16,937 +13%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.38M +$229K +9,627 +7%
NA
8
NewEdge Advisors
Louisiana
$2.75M +$51.4K +2,165 +2%
Bank of America
9
Bank of America
North Carolina
$2.73M +$828K +34,847 +43%
AUB
10
Atlantic Union Bankshares
Virginia
$2.66M +$204K +8,606 +8%
RJA
11
Raymond James & Associates
Florida
$2.55M +$43.3K +1,822 +2%
UBS Group
12
UBS Group
Switzerland
$2.38M +$193K +8,144 +9%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$1.9M +$632K +26,613 +50%
ADL
14
Asset Dedication LLC
California
$1.64M +$266K +11,182 +19%
CA
15
CGN Advisors
Kansas
$1.62M -$698K -29,398 -30%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.33M +$158K +6,656 +13%
FWM
17
Fortress Wealth Management
California
$1.2M +$7.96K +335 +0.7%
PWP
18
Precedent Wealth Partners
Texas
$1.15M +$238K +10,021 +26%
FNB
19
Farmers National Bank
Kentucky
$1.09M +$30.7K +1,294 +3%
APA
20
Astoria Portfolio Advisors
New York
$1.01M +$4.18K +176 +0.4%
EH
21
Equitable Holdings
New York
$958K +$457K +19,230 +90%
VWWMG
22
Vermillion & White Wealth Management Group
Pennsylvania
$923K +$927K +39,007 New
AWM
23
Avior Wealth Management
Nebraska
$921K +$185K +7,768 +25%
Osaic Holdings
24
Osaic Holdings
Arizona
$905K -$29.6K -1,247 -3%
KAS
25
Kestra Advisory Services
Texas
$898K -$47.7K -2,008 -5%
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