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Invesco BulletShares 2028 Municipal Bond ETF
BSMS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Key Financial Inc
26
Key Financial Inc
Pennsylvania
USD 2.59 M -USD 846 k -36,119 -25%
MML Investors Services
27
MML Investors Services
Massachusetts
USD 2.56 M +USD 855 k +36,487 +50%
Asset Dedication LLC
28
Asset Dedication LLC
California
USD 2.52 M -USD 26.6 k -1,136 -1%
Jones Financial Companies
29
Jones Financial Companies
Missouri
USD 2.36 M +USD 542 k +23,125 +30%
Legacy Private Trust
30
Legacy Private Trust
Wisconsin
USD 2.21 M +USD 867 k +37,008 +65%
Clark Asset Management
31
Clark Asset Management
New Hampshire
USD 2.18 M +USD 302 k +12,892 +16%
KWIA
32
Kinetic Wealth Investment Advisors
Ohio
USD 2.12 M +USD 2.12 M +90,507 Nuevas
SignatureFD
33
SignatureFD
Georgia
USD 2.04 M – – –
VestGen Advisors
34
VestGen Advisors
Illinois
USD 1.94 M -USD 69 k -2,946 -3%
Sanctuary Advisors
35
Sanctuary Advisors
Indiana
USD 1.94 M +USD 32.5 k +1,385 +2%
Stifel Financial
36
Stifel Financial
Missouri
USD 1.87 M +USD 235 k +10,020 +14%
CWM
37
Cornerstone Wealth Management
Missouri
USD 1.56 M +USD 120 k +5,113 +8%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
USD 1.54 M +USD 279 k +11,905 +22%
Mission Wealth Management
39
Mission Wealth Management
California
USD 1.49 M +USD 1.26 M +53,682 +546%
Citadel Advisors
40
Citadel Advisors
Florida
USD 1.43 M +USD 1.43 M +61,148 Nuevas
PWM
41
Paulson Wealth Management
Illinois
USD 1.38 M -USD 22.3 k -951 -2%
Lido Advisors
42
Lido Advisors
California
USD 1.31 M +USD 35.1 k +1,500 +3%
FNB
43
Farmers National Bank
Kentucky
USD 1.28 M +USD 15 k +639 +1%
PAX Financial Group
44
PAX Financial Group
Texas
USD 1.11 M +USD 11.5 k +492 +1%
Brown Advisory
45
Brown Advisory
Maryland
USD 1.1 M – – –
Steward Partners Investment Advisory
46
Steward Partners Investment Advisory
New York
USD 1.05 M +USD 22.2 k +949 +2%
Accurate Wealth Management
47
Accurate Wealth Management
Florida
USD 1.02 M +USD 162 k +6,923 +19%
Willis Johnson & Associates
48
Willis Johnson & Associates
Texas
USD 999 k +USD 5.34 k +228 +0.5%
Jacobi Capital Management
49
Jacobi Capital Management
Pennsylvania
USD 989 k +USD 560 k +23,900 +131%
Anchor Investment Management
50
Anchor Investment Management
South Carolina
USD 977 k +USD 340 k +14,500 +53%
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