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Invesco Taxable Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
101
Kestra Private Wealth Services
Texas
$470K +$466K +17,494 New
AWM
102
Axxcess Wealth Management
California
$470K +$1.46K +55 +0.3%
KAS
103
Kestra Advisory Services
Texas
$442K -$13.5K -509 -3%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$424K +$313K +11,776 +294%
JFG
105
Jefferies Financial Group
New York
$417K +$3.65K +137 +0.9%
FWM
106
Focused Wealth Management
New York
$405K -$561K -21,087 -58%
Citadel Advisors
107
Citadel Advisors
Florida
$400K +$396K +14,873 New
AWS
108
Aspen Wealth Strategies
Colorado
$391K
MPWT
109
MassMutual Private Wealth & Trust
Connecticut
$390K +$386K +14,502 New
HNB
110
Huntington National Bank
Ohio
$375K
AWS
111
Atria Wealth Solutions
New York
$373K +$15.6K +586 +4%
MWM
112
Maltin Wealth Management
New Jersey
$359K +$355K +13,348 New
Creative Planning
113
Creative Planning
Kansas
$357K -$508K -19,070 -59%
SFS
114
Sowell Financial Services
Arkansas
$345K -$1.6K -60 -0.5%
SWP
115
Stratos Wealth Partners
Ohio
$338K +$452 +17 +0.1%
IFA
116
Interactive Financial Advisors
Illinois
$324K -$29.4K -1,103 -8%
BPA
117
Beacon Pointe Advisors
California
$323K +$320K +12,014 New
PGFC
118
Peapack-Gladstone Financial Corp
New Jersey
$313K +$316K +11,866 New
PIM
119
Progressive Investment Management
Oregon
$291K +$288K +10,834 New
MFA
120
Millington Financial Advisors
Illinois
$286K +$11.5K +433 +4%
AAP
121
Arax Advisory Partners
Colorado
$285K +$53 +2 +0%
Goldman Sachs
122
Goldman Sachs
New York
$272K
CAM
123
Cresset Asset Management
Illinois
$272K
SI
124
Stephens Inc
Arkansas
$258K -$10.6K -400 -4%
M&T Bank
125
M&T Bank
New York
$235K