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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
$12.7M +$130K +5,495 +1%
Wells Fargo
2
Wells Fargo
California
$10.4M +$2.67M +113,007 +34%
LPL Financial
3
LPL Financial
California
$7.98M +$958K +40,529 +14%
KFI
4
Key Financial Inc
Pennsylvania
$6.68M +$239K +10,122 +4%
AUB
5
Atlantic Union Bankshares
Virginia
$6.57M +$675K +28,526 +11%
CIM
6
Confluence Investment Management
Missouri
$6.45M +$792K +33,478 +14%
Invesco
7
Invesco
Georgia
$6.45M +$793K +33,548 +14%
Bank of America
8
Bank of America
North Carolina
$5.44M +$633K +26,783 +13%
VA
9
VestGen Advisors
Illinois
$4.62M +$4.64M +196,315 New
CVA
10
Central Valley Advisors
California
$4.37M +$4.39M +185,510 New
SA
11
Sanctuary Advisors
Indiana
$4.3M -$34.5K -1,461 -0.8%
UBS Group
12
UBS Group
Switzerland
$4.17M -$90.2K -3,815 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.92M -$213K -8,994 -5%
Raymond James Financial
14
Raymond James Financial
Florida
$3.72M +$23.4K +989 +0.6%
AWM
15
Avior Wealth Management
Nebraska
$3.71M +$692K +29,256 +23%
NA
16
NewEdge Advisors
Louisiana
$3.66M +$476K +20,144 +15%
AI
17
Atria Investments
North Carolina
$3.44M +$390K +16,496 +13%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.39M +$576K +24,340 +20%
PWP
19
Precedent Wealth Partners
Texas
$2.71M +$1.01M +42,713 +59%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.69M +$681K +28,811 +34%
ADL
21
Asset Dedication LLC
California
$2.47M +$448K +18,947 +22%
IWC
22
Integrated Wealth Concepts
Massachusetts
$2.17M +$588K +24,864 +37%
Jane Street
23
Jane Street
New York
$1.95M +$1.95M +82,625 New
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$1.92M +$119K +5,044 +7%
MA
25
MONECO Advisors
Connecticut
$1.86M +$575K +24,309 +45%
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