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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wedbush Securities
76
Wedbush Securities
California
USD 351 k +USD 351 k +15,224 Nuevas
Cooksen Wealth
77
Cooksen Wealth
Texas
USD 350 k – – –
WealthBridge Capital Management
78
WealthBridge Capital Management
Ohio
USD 338 k +USD 8.72 k +378 +3%
Wealthcare Advisory Partners
79
Wealthcare Advisory Partners
Pennsylvania
USD 334 k – – –
Silverlake Wealth Management
80
Silverlake Wealth Management
Vermont
USD 324 k -USD 151 k -6,551 -32%
Kestra Private Wealth Services
81
Kestra Private Wealth Services
Texas
USD 310 k +USD 310 k +13,443 Nuevas
Leavell Investment Management
82
Leavell Investment Management
Alabama
USD 308 k – – –
Accurate Wealth Management
83
Accurate Wealth Management
Florida
USD 304 k +USD 23 +1 +0%
OneDigital Investment Advisors
84
OneDigital Investment Advisors
Kansas
USD 304 k +USD 305 k +13,209 Nuevas
Bill Few Associates
85
Bill Few Associates
Pennsylvania
USD 301 k – – –
WESPAC Advisors
86
WESPAC Advisors
California
USD 299 k – – –
FA
87
FF Advisors
California
USD 298 k – – –
Intentional Wealth Strategies
88
Intentional Wealth Strategies
Colorado
USD 272 k -USD 14.1 k -613 -5%
Prospera Financial Services
89
Prospera Financial Services
Texas
USD 253 k -USD 1.38 k -60 -0.5%
Steward Partners Investment Advisory
90
Steward Partners Investment Advisory
New York
USD 248 k +USD 21.5 k +932 +9%
YP
91
YANKCOM Partnership
South Dakota
USD 248 k – – –
Cypress Wealth Services
92
Cypress Wealth Services
California
USD 245 k +USD 4.13 k +179 +2%
River Street Advisors
93
River Street Advisors
Illinois
USD 242 k – – –
AA Financial Advisors
94
AA Financial Advisors
Ohio
USD 242 k +USD 242 k +10,490 Nuevas
Coastal Bridge Advisors
95
Coastal Bridge Advisors
Connecticut
USD 240 k +USD 15.3 k +662 +7%
Vestmark Advisory Solutions
96
Vestmark Advisory Solutions
Massachusetts
USD 240 k – – –
World Investment Advisors
97
World Investment Advisors
California
USD 240 k – – –
Francis Financial
98
Francis Financial
USD 231 k +USD 24 k +1,042 +12%
CGN Advisors
99
CGN Advisors
Kansas
USD 227 k -USD 5.54 k -240 -2%
Foundry Financial Group
100
Foundry Financial Group
New Hampshire
USD 225 k +USD 5.98 k +259 +3%
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5 6