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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Hills Bank & Trust
1
Hills Bank & Trust
Iowa
USD 7.56 M -USD 2.5 M -119,320 -25%
HighTower Advisors
2
HighTower Advisors
Illinois
USD 7.03 M +USD 673 k +32,078 +11%
Confluence Investment Management
3
Confluence Investment Management
Missouri
USD 6.1 M -USD 431 k -20,548 -7%
LPL Financial
4
LPL Financial
California
USD 6.05 M +USD 694 k +33,055 +13%
Morgan Stanley
5
Morgan Stanley
New York
USD 5.81 M +USD 416 k +19,813 +8%
Bank of America
6
Bank of America
North Carolina
USD 5.29 M +USD 392 k +18,687 +8%
Atlantic Union Bankshares
7
Atlantic Union Bankshares
Virginia
USD 5.04 M +USD 1.09 M +51,741 +27%
Precedent Wealth Partners
8
Precedent Wealth Partners
Texas
USD 4.53 M +USD 295 k +14,039 +7%
Invesco
9
Invesco
Georgia
USD 4.3 M +USD 1.93 k +92 +0%
Raymond James Financial
10
Raymond James Financial
Florida
USD 4.18 M +USD 134 k +6,367 +3%
Lido Advisors
11
Lido Advisors
California
USD 4.11 M – – –
UBS Group
12
UBS Group
Switzerland
USD 4.05 M -USD 864 k -41,179 -18%
CVA
13
Central Valley Advisors
California
USD 3.8 M -USD 153 k -7,311 -4%
Avior Wealth Management
14
Avior Wealth Management
Nebraska
USD 3.21 M -USD 1.48 M -70,401 -32%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
USD 3.1 M +USD 127 k +6,048 +4%
MONECO Advisors
16
MONECO Advisors
Connecticut
USD 2.92 M +USD 99.3 k +4,732 +4%
Legacy Private Trust
17
Legacy Private Trust
Wisconsin
USD 2.55 M +USD 1.28 M +61,176 +101%
EFP
18
Envision Financial Planning
Tennessee
USD 2.47 M +USD 158 k +7,543 +7%
Cary Street Partners
19
Cary Street Partners
Virginia
USD 2.3 M +USD 727 k +34,640 +46%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
USD 2.27 M -USD 2.77 k -132 -0.1%
Clark Asset Management
21
Clark Asset Management
New Hampshire
USD 2.23 M +USD 278 k +13,248 +14%
Parkway Wealth Management
22
Parkway Wealth Management
Texas
USD 2.21 M +USD 67.9 k +3,234 +3%
Kestra Advisory Services
23
Kestra Advisory Services
Texas
USD 2.02 M +USD 103 k +4,909 +5%
Wells Fargo
24
Wells Fargo
California
USD 1.99 M +USD 812 k +38,699 +69%
Osaic Holdings
25
Osaic Holdings
Arizona
USD 1.97 M +USD 259 k +12,360 +15%
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