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Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.8M +$6.49M +275,954 +122%
Bank of America
2
Bank of America
North Carolina
$7.25M +$4.55M +193,386 +167%
CIM
3
Confluence Investment Management
Missouri
$6.07M -$27.2K -1,158 -0.4%
KFI
4
Key Financial Inc
Pennsylvania
$5.91M +$135K +5,755 +2%
Jane Street
5
Jane Street
New York
$5.79M +$5.55M +236,154 +2,291%
LPL Financial
6
LPL Financial
California
$5.06M +$305K +12,989 +6%
Wells Fargo
7
Wells Fargo
California
$4.89M -$378K -16,066 -7%
Invesco
8
Invesco
Georgia
$4.07M +$549K +23,348 +16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.54M +$183K +7,798 +5%
AUB
10
Atlantic Union Bankshares
Virginia
$3.17M +$529K +22,496 +20%
NA
11
NewEdge Advisors
Louisiana
$2.85M +$119K +5,081 +4%
RJA
12
Raymond James & Associates
Florida
$2.6M +$71.5K +3,040 +3%
UBS Group
13
UBS Group
Switzerland
$2.36M +$3.17K +135 +0.1%
AI
14
Atria Investments
North Carolina
$2.02M +$2.02M +85,930 New
SA
15
Sanctuary Advisors
Indiana
$1.81M +$1.82M +77,353 New
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$1.81M -$76K -3,234 -4%
ADL
17
Asset Dedication LLC
California
$1.66M +$35.9K +1,527 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.47M +$150K +6,395 +11%
CA
19
CGN Advisors
Kansas
$1.42M -$182K -7,729 -11%
KAS
20
Kestra Advisory Services
Texas
$1.38M +$491K +20,882 +55%
AWM
21
Avior Wealth Management
Nebraska
$1.37M +$461K +19,602 +50%
PWP
22
Precedent Wealth Partners
Texas
$1.36M +$218K +9,289 +19%
FWM
23
Fortress Wealth Management
California
$1.2M +$8.37K +356 +0.7%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.17M +$274K +11,651 +30%
FNB
25
Farmers National Bank
Kentucky
$1.07M -$15.3K -649 -1%
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