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Invesco Taxable Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
101
Samalin Investment Counsel
New York
$450K -$127K -4,887 -22%
KAS
102
Kestra Advisory Services
Texas
$415K +$47.1K +1,816 +12%
AWM
103
Axxcess Wealth Management
California
$407K +$2.67K +103 +0.6%
UB
104
UMB Bank
Missouri
$406K +$43.4K +1,673 +12%
AWS
105
Atria Wealth Solutions
New York
$392K +$7.84K +302 +2%
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$368K -$61.3K -2,360 -14%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$365K +$182 +7 +0%
WC
108
Waterloo Capital
Texas
$359K +$159K +6,116 +76%
AI
109
AXS Investments
New York
$354K -$831K -32,000 -70%
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$351K +$35.9K +1,382 +11%
AWS
111
Aspen Wealth Strategies
Colorado
$340K +$147K +5,654 +71%
HNB
112
Huntington National Bank
Ohio
$334K
PBF
113
Petix & Botte Financial
California
$330K +$623 +24 +0.2%
SFO
114
Stokes Family Office
Louisiana
$324K
MWM
115
Maltin Wealth Management
New Jersey
$314K -$8.88K -342 -3%
NFG
116
Nations Financial Group
Iowa
$313K +$21.2K +815 +7%
PBK
117
Peoples Bank (Kansas)
Kansas
$302K +$310K +11,950 New
IWC
118
Integrated Wealth Concepts
Massachusetts
$302K -$15.1K -580 -5%
Creative Planning
119
Creative Planning
Kansas
$301K -$5.45K -210 -2%
SFS
120
Sowell Financial Services
Arkansas
$300K -$1.56K -60 -0.5%
CPRC
121
Consolidated Portfolio Review Corp
New York
$293K
Citigroup
122
Citigroup
New York
$287K -$59.8K -2,303 -17%
BPA
123
Beacon Pointe Advisors
California
$284K +$292K +11,235 New
MFA
124
Millington Financial Advisors
Illinois
$257K -$6.23K -240 -2%
Goldman Sachs
125
Goldman Sachs
New York
$256K