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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
$13.3M +$322K +13,563 +2%
LPL Financial
2
LPL Financial
California
$11.8M +$1.29M +54,274 +12%
Bank of America
3
Bank of America
North Carolina
$11M +$4.32M +181,981 +64%
Wells Fargo
4
Wells Fargo
California
$10.9M +$315K +13,287 +3%
Invesco
5
Invesco
Georgia
$9.34M +$595K +25,091 +7%
FSAG
6
Financial Solutions Advisory Group
Illinois
$8.15M +$8.18M +344,756 New
KFI
7
Key Financial Inc
Pennsylvania
$8.09M +$789K +33,267 +11%
Raymond James Financial
8
Raymond James Financial
Florida
$7.87M +$3.13M +131,828 +66%
UBS Group
9
UBS Group
Switzerland
$6.01M +$1.37M +57,834 +29%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.46M +$1.69M +71,206 +45%
HBT
11
Hills Bank & Trust
Iowa
$5.45M +$566K +23,849 +12%
SF
12
Summit Financial
New Jersey
$5.11M +$38K +1,600 +0.7%
AUB
13
Atlantic Union Bankshares
Virginia
$5.07M +$271K +11,419 +6%
NA
14
NewEdge Advisors
Louisiana
$4.82M +$494K +20,812 +11%
IWC
15
Integrated Wealth Concepts
Massachusetts
$4.65M +$578K +24,340 +14%
AWM
16
Avior Wealth Management
Nebraska
$4.32M -$206K -8,690 -5%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$4.17M +$1.78M +74,810 +74%
PWP
18
Precedent Wealth Partners
Texas
$4.07M +$333K +14,018 +9%
CVA
19
Central Valley Advisors
California
$4.01M -$349K -14,726 -8%
CCW
20
Coastline Complete Wealth
South Carolina
$3.93M +$248K +10,466 +7%
SA
21
Sanctuary Advisors
Indiana
$3.74M -$687K -28,932 -15%
MA
22
MONECO Advisors
Connecticut
$3.56M +$360K +15,169 +11%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.27M +$221K +9,301 +7%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.95M +$217K +9,162 +8%
ADL
25
Asset Dedication LLC
California
$2.88M -$403K -16,976 -12%
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