We are live on ! Find out more
BSMR icon

Invesco BulletShares 2027 Municipal Bond ETF
BSMR

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13M +$88.7K +3,749 +0.7%
Wells Fargo
2
Wells Fargo
California
$10.6M -$1.01M -42,771 -9%
LPL Financial
3
LPL Financial
California
$10.5M +$761K +32,144 +8%
Invesco
4
Invesco
Georgia
$8.75M +$846K +35,734 +11%
KFI
5
Key Financial Inc
Pennsylvania
$7.31M +$576K +24,338 +9%
Bank of America
6
Bank of America
North Carolina
$6.74M +$260K +10,990 +4%
CIM
7
Confluence Investment Management
Missouri
$5.77M -$188K -7,939 -3%
SF
8
Summit Financial
New Jersey
$5.07M +$1.99K +84 +0%
HBT
9
Hills Bank & Trust
Iowa
$4.89M +$1.99M +83,937 +68%
AUB
10
Atlantic Union Bankshares
Virginia
$4.81M -$3.17M -134,093 -40%
Raymond James Financial
11
Raymond James Financial
Florida
$4.75M +$504K +21,292 +12%
UBS Group
12
UBS Group
Switzerland
$4.65M +$658K +27,789 +16%
AWM
13
Avior Wealth Management
Nebraska
$4.52M +$587K +24,814 +15%
SA
14
Sanctuary Advisors
Indiana
$4.43M -$108K -4,572 -2%
CVA
15
Central Valley Advisors
California
$4.36M +$4.76K +201 +0.1%
NA
16
NewEdge Advisors
Louisiana
$4.33M +$297K +12,552 +7%
IWC
17
Integrated Wealth Concepts
Massachusetts
$4.07M +$411K +17,367 +11%
HighTower Advisors
18
HighTower Advisors
Illinois
$3.78M +$1.93M +81,610 +105%
PWP
19
Precedent Wealth Partners
Texas
$3.74M +$278K +11,747 +8%
CCW
20
Coastline Complete Wealth
South Carolina
$3.68M +$3.68M +155,694 New
EC
21
Elequin Capital
New York
$3.68M +$3.67M +155,296 New
ADL
22
Asset Dedication LLC
California
$3.28M +$712K +30,078 +28%
MA
23
MONECO Advisors
Connecticut
$3.2M +$179K +7,557 +6%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.06M +$507K +21,429 +20%
KCM
25
Kathmere Capital Management
Pennsylvania
$2.99M -$13K -549 -0.4%
1
2 3 4 5