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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
$12.9M +$238K +10,068 +2%
Wells Fargo
2
Wells Fargo
California
$11.6M +$1.1M +46,450 +10%
LPL Financial
3
LPL Financial
California
$9.79M -$303K -12,826 -3%
AUB
4
Atlantic Union Bankshares
Virginia
$7.98M +$509K +21,579 +7%
Invesco
5
Invesco
Georgia
$7.9M +$951K +40,285 +14%
KFI
6
Key Financial Inc
Pennsylvania
$6.74M +$15.6K +663 +0.2%
Bank of America
7
Bank of America
North Carolina
$6.48M +$383K +16,239 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.45M +$2.12M +89,714 +49%
CIM
9
Confluence Investment Management
Missouri
$5.96M -$314K -13,305 -5%
SF
10
Summit Financial
New Jersey
$5.07M +$5.06M +214,305 New
VA
11
VestGen Advisors
Illinois
$4.78M +$24.7K +1,048 +0.5%
SA
12
Sanctuary Advisors
Indiana
$4.54M +$222K +9,418 +5%
CVA
13
Central Valley Advisors
California
$4.35M +$28.5K +1,208 +0.7%
Raymond James Financial
14
Raymond James Financial
Florida
$4.25M +$228K +9,660 +6%
NA
15
NewEdge Advisors
Louisiana
$4.03M +$123K +5,202 +3%
UBS Group
16
UBS Group
Switzerland
$3.99M +$47.1K +1,996 +1%
AWM
17
Avior Wealth Management
Nebraska
$3.94M +$439K +18,589 +13%
IWC
18
Integrated Wealth Concepts
Massachusetts
$3.66M +$512K +21,688 +16%
PWP
19
Precedent Wealth Partners
Texas
$3.46M +$411K +17,412 +14%
MA
20
MONECO Advisors
Connecticut
$3.02M +$172K +7,277 +6%
KCM
21
Kathmere Capital Management
Pennsylvania
$3M -$330K -13,980 -10%
HBT
22
Hills Bank & Trust
Iowa
$2.9M +$1.04M +44,218 +56%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.87M -$221K -9,348 -7%
ADL
24
Asset Dedication LLC
California
$2.57M +$39.9K +1,690 +2%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.54M +$65.3K +2,769 +3%
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