BSCR

Invesco BulletShares 2027 Corporate Bond ETF
$19.66+0.00 (+0.00%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

InfinityB

Total Value

$2.398275712630002e+247T

% of Float

Price History

$19.23$19.38$19.52$19.67$19.82Jul 24May 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Anchor Investment Management, LLC1,214,932$24.0B1.95%Share
2Lido Advisors, LLC64,118,900$1.3B3.78%Share
3MORGAN STANLEY10,382,015$204.0M0.01%Share
4LPL Financial LLC6,738,930$133.0M0.04%Share
5WELLS FARGO & COMPANY/MN4,482,670$88.0M0.02%Share
6BANK OF AMERICA CORP /DE/4,349,148$85.0M0.01%Share
7UBS Group AG4,219,631$83.3M0.01%Share
8Invesco Ltd.3,450,521$68.1M0.01%Share
9MAI Capital Management2,907,934$57.0M0.33%Share
10WELLS FARGO & COMPANY/MN2,681,427$52.0M0.01%Share
11Hills Bank & Trust Co2,525,628$49.9M2.90%Share
12Avior Wealth Management, LLC2,377,359$46.9M1.46%Share
13RAYMOND JAMES FINANCIAL INC2,199,372$43.0M0.01%Share
14Lido Advisors, LLC2,197,093$43.0M0.13%Share
15RAYMOND JAMES FINANCIAL INC2,056,465$40.0M0.01%Share
16MML INVESTORS SERVICES, LLC1,924,776$37.0M0.09%Share
17SNS Financial Group, LLC1,817,835$35.9M3.09%Share
18ROYAL BANK OF CANADA1,683,013$33.0M0.01%Share
19DAVIS R M INC1,665,961$32.9M0.57%Share
20Brookstone Capital Management1,487,744$29.4M0.34%Share
21MONECO ADVISORS, LLC1,308,480$25.8M2.05%Share
22TLWM1,216,436$24.0M4.40%Share
23STIFEL FINANCIAL CORP1,162,676$22.0M0.02%Share
24OSAIC HOLDINGS, INC.1,150,137$22.0M0.03%Share
25AMERIPRISE FINANCIAL INC1,137,653$22.0M0.00%Share
26THRIVENT FINANCIAL FOR LUTHERANS1,067,281$21.0M0.04%Share
27Cambridge Investment Research Advisors, Inc.1,094,570$21.0M0.06%Share
28Baird Financial Group, Inc.1,054,839$20.0M0.03%Share
2949 WEALTH MANAGEMENT, LLC1,005,908$19.9M1.62%Share
30Atlantic Union Bankshares Corp1,005,444$19.8M0.37%Share
31Clark Asset Management, LLC1,000,695$19.8M2.05%Share
32CAPTRUST FINANCIAL ADVISORS993,145$19.0M0.04%Share
33Legacy Financial Group LLC915,861$18.1M2.23%Share
34ENVESTNET ASSET MANAGEMENT INC921,744$18.0M0.01%Share
35Asset Dedication, LLC882,010$17.4M1.14%Share
36Legacy Financial Group LLC849,762$16.7M2.19%Share
37BCS Wealth Management800,215$15.8M1.60%Share
38Cornerstone Wealth Management, LLC777,869$15.4M0.80%Share
39Janney Montgomery Scott LLC763,183$15.0M0.03%Share
40KIRR MARBACH & CO LLC /IN/755,028$14.9M2.85%Share
41NewEdge Advisors, LLC726,534$14.0M0.05%Share
42BANK OF AMERICA CORP /DE/662,477$13.0M0.00%Share
43AA Financial Advisors, LLC635,936$12.6M2.32%Share
44Focus Partners Wealth645,845$12.0M0.01%Share
45HUB Investment Partners, LLC643,896$12.0M0.31%Share
46Goepper Burkhardt LLC578,295$11.4M3.72%Share
47COOKSON PEIRCE & CO INC560,241$11.0M0.46%Share
48Ironwood Financial, llc524,036$10.3M1.75%Share
49Straight Path Wealth Management518,102$10.2M2.76%Share
50Sanctuary Advisors, LLC514,357$10.2M0.06%Share