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Invesco Taxable Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$1.27M +$1.23M +38,561 New
BWM
52
BerganKDV Wealth Management
Minnesota
$1.26M +$248K +7,775 +26%
WI
53
WrapManager Inc
California
$1.05M +$1.02M +32,053 New
RA
54
Rational Advisors
New York
$1.05M +$124K +3,890 +14%
KLCM
55
KG&L Capital Management
Louisiana
$1.01M +$21K +658 +2%
ACP
56
Ashfield Capital Partners
California
$1M
WTC
57
WhitTier Trust Company
Nevada
$978K +$297K +9,322 +46%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$938K +$37.3K +1,171 +4%
OMC
59
Old Mission Capital
Illinois
$919K +$889K +27,919 New
WT
60
Whittier Trust
California
$913K +$368K +11,565 +71%
WA
61
Winfield Associates
Ohio
$908K +$61.5K +1,930 +8%
Renaissance Technologies
62
Renaissance Technologies
New York
$905K +$876K +27,500 New
ACA
63
Anchor Capital Advisors
Massachusetts
$900K -$24.1K -755 -3%
PAS
64
Partnervest Advisory Services
California
$892K -$189K -5,919 -18%
SPC
65
Sigma Planning Corp
Michigan
$850K -$3.5K -110 -0.4%
SIC
66
Samalin Investment Counsel
New York
$825K -$39.1K -1,227 -5%
WAM
67
Wealthspire Advisors (Maryland)
Maryland
$799K -$143K -4,494 -16%
AWA
68
Arkadios Wealth Advisors
Georgia
$667K -$95.5K -2,998 -13%
CWM
69
Concentric Wealth Management
California
$650K -$35K -1,100 -5%
LWAC
70
Laurel Wealth Advisors (California)
California
$627K +$24.8K +777 +4%
Goldman Sachs
71
Goldman Sachs
New York
$592K +$250K +7,845 +77%
WU
72
Wealthsimple US
New York
$570K -$593K -18,618 -52%
FHA
73
Flagship Harbor Advisors
Massachusetts
$518K +$3.6K +113 +0.7%
OC
74
Oppenheimer & Co
New York
$501K -$1.91K -60 -0.4%
UR
75
USCA RIA
Texas
$475K +$3.82K +120 +0.8%