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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
$11.3M -$626K -26,457 -5%
Wells Fargo
2
Wells Fargo
California
$6.69M +$1.75M +73,880 +35%
LPL Financial
3
LPL Financial
California
$6.64M +$1.53M +64,664 +30%
KFI
4
Key Financial Inc
Pennsylvania
$6.47M +$507K +21,430 +9%
CIM
5
Confluence Investment Management
Missouri
$5.77M -$354K -14,961 -6%
Bank of America
6
Bank of America
North Carolina
$4.62M -$2.7M -114,073 -37%
Invesco
7
Invesco
Georgia
$4.51M +$400K +16,926 +10%
AUB
8
Atlantic Union Bankshares
Virginia
$4.41M +$1.21M +51,082 +38%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.3M +$727K +30,732 +20%
SA
10
Sanctuary Advisors
Indiana
$4.1M +$2.26M +95,675 +124%
UBS Group
11
UBS Group
Switzerland
$3.56M +$1.17M +49,515 +49%
Jane Street
12
Jane Street
New York
$3M -$2.84M -120,010 -49%
NA
13
NewEdge Advisors
Louisiana
$2.96M +$79.3K +3,353 +3%
AI
14
Atria Investments
North Carolina
$2.14M +$105K +4,429 +5%
AWM
15
Avior Wealth Management
Nebraska
$2.1M +$711K +30,040 +51%
ADL
16
Asset Dedication LLC
California
$1.94M +$263K +11,104 +16%
RJA
17
Raymond James & Associates
Florida
$1.76M -$863K -36,476 -33%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$1.71M -$111K -4,675 -6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.67M +$187K +7,921 +13%
PWP
20
Precedent Wealth Partners
Texas
$1.66M +$282K +11,909 +21%
KAS
21
Kestra Advisory Services
Texas
$1.44M +$46K +1,944 +3%
CA
22
CGN Advisors
Kansas
$1.43M -$3.69K -156 -0.3%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.41M +$227K +9,585 +19%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.39M +$1.38M +58,464 New
HighTower Advisors
25
HighTower Advisors
Illinois
$1.33M +$838K +35,407 +170%
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