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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Hills Bank & Trust
1
Hills Bank & Trust
Iowa
USD 15.3 M +USD 131 k +5,669 +0.9%
Wells Fargo
2
Wells Fargo
California
USD 13.1 M -USD 442 k -19,144 -3%
Raymond James Financial
3
Raymond James Financial
Florida
USD 8.79 M +USD 4.21 M +182,426 +91%
LPL Financial
4
LPL Financial
California
USD 7.47 M +USD 570 k +24,711 +8%
Invesco
5
Invesco
Georgia
USD 6.99 M +USD 167 k +7,258 +2%
Atlantic Union Bankshares
6
Atlantic Union Bankshares
Virginia
USD 6.95 M +USD 2.56 M +111,125 +58%
Bank of America
7
Bank of America
North Carolina
USD 6.75 M +USD 33.2 k +1,438 +0.5%
Kathmere Capital Management
8
Kathmere Capital Management
Pennsylvania
USD 6.33 M +USD 533 k +23,088 +9%
Morgan Stanley
9
Morgan Stanley
New York
USD 5.71 M +USD 65.5 k +2,837 +1%
HighTower Advisors
10
HighTower Advisors
Illinois
USD 5.19 M +USD 101 k +4,359 +2%
NewEdge Advisors
11
NewEdge Advisors
Louisiana
USD 4.98 M +USD 391 k +16,948 +8%
Avior Wealth Management
12
Avior Wealth Management
Nebraska
USD 4.45 M -USD 838 k -36,321 -16%
Precedent Wealth Partners
13
Precedent Wealth Partners
Texas
USD 4.12 M +USD 293 k +12,680 +8%
CVA
14
Central Valley Advisors
California
USD 3.91 M -USD 155 k -6,726 -4%
Osaic Holdings
15
Osaic Holdings
Arizona
USD 3.9 M +USD 1.17 M +50,801 +43%
MONECO Advisors
16
MONECO Advisors
Connecticut
USD 3.64 M +USD 113 k +4,897 +3%
UBS Group
17
UBS Group
Switzerland
USD 3.58 M -USD 1.81 M -78,581 -34%
Integrated Wealth Concepts
18
Integrated Wealth Concepts
Massachusetts
USD 3.56 M +USD 442 k +19,148 +14%
Legacy Private Trust
19
Legacy Private Trust
Wisconsin
USD 3.05 M +USD 1.04 M +45,151 +52%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
USD 2.6 M +USD 65.1 k +2,822 +3%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
USD 2.54 M +USD 270 k +11,688 +12%
Sequoia Financial Advisors
22
Sequoia Financial Advisors
Ohio
USD 2.48 M -USD 1.21 M -52,357 -33%
Lido Advisors
23
Lido Advisors
California
USD 2.45 M – – –
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
USD 2.44 M -USD 34.4 k -1,490 -1%
Confluence Investment Management
25
Confluence Investment Management
Missouri
USD 2.22 M -USD 184 k -7,953 -8%
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