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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
$12.6M +$1.4M +59,017 +12%
Wells Fargo
2
Wells Fargo
California
$7.73M +$1.07M +45,335 +16%
LPL Financial
3
LPL Financial
California
$7.04M +$428K +18,040 +6%
KFI
4
Key Financial Inc
Pennsylvania
$6.46M +$12.6K +530 +0.2%
AUB
5
Atlantic Union Bankshares
Virginia
$5.91M +$1.53M +64,354 +35%
CIM
6
Confluence Investment Management
Missouri
$5.68M -$69.7K -2,940 -1%
Invesco
7
Invesco
Georgia
$5.67M +$1.18M +49,817 +26%
Bank of America
8
Bank of America
North Carolina
$4.82M +$223K +9,409 +5%
SA
9
Sanctuary Advisors
Indiana
$4.35M +$261K +11,024 +6%
UBS Group
10
UBS Group
Switzerland
$4.27M +$728K +30,735 +20%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.14M -$138K -5,827 -3%
Raymond James Financial
12
Raymond James Financial
Florida
$3.71M +$3.72M +157,112 New
NA
13
NewEdge Advisors
Louisiana
$3.19M +$247K +10,434 +8%
AI
14
Atria Investments
North Carolina
$3.06M +$927K +39,135 +43%
AWM
15
Avior Wealth Management
Nebraska
$3.03M +$940K +39,677 +45%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.82M +$1.16M +48,933 +69%
ADL
17
Asset Dedication LLC
California
$2.03M +$103K +4,336 +5%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.01M +$612K +25,815 +43%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$1.8M +$94.9K +4,005 +6%
PWP
20
Precedent Wealth Partners
Texas
$1.71M +$62.8K +2,648 +4%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.59M +$609K +25,716 +62%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.42M +$97.5K +4,115 +7%
CA
23
CGN Advisors
Kansas
$1.37M -$57.7K -2,435 -4%
MA
24
MONECO Advisors
Connecticut
$1.29M +$379K +15,983 +41%
FWM
25
Fortress Wealth Management
California
$1.22M +$8.58K +362 +0.7%
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