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Invesco Taxable Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
126
HCR Wealth Advisors
California
$207K -$102K -4,000 -33%
LNC
127
Lincoln National Corp
Pennsylvania
$206K +$615 +24 +0.3%
Lazard Asset Management
128
Lazard Asset Management
New York
$205K
William Blair & Company
129
William Blair & Company
Illinois
$180K
FNBOSM
130
First National Bank of South Miami
Florida
$147K
SPIA
131
Steward Partners Investment Advisory
New York
$118K
BWM
132
BerganKDV Wealth Management
Minnesota
$116K -$82.8K -3,231 -42%
PTC
133
Private Trust Company
Ohio
$110K
FPFS
134
First Personal Financial Services
North Carolina
$108K +$104K +4,045 +2,610%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$102K -$103K -4,032 -50%
US Bancorp
136
US Bancorp
Minnesota
$100K -$5.12K -200 -5%
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$85.7K -$75.3K -2,940 -47%
CAM
138
Caprin Asset Management
Virginia
$75.1K -$41.3K -1,611 -36%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$74.3K -$54.7K -2,136 -43%
ACA
140
Atlas Capital Advisors
Wyoming
$72.4K +$25.6K +1,000 +55%
OIA
141
Optimum Investment Advisors
Illinois
$66.3K -$5.12K -200 -7%
BAM
142
Belpointe Asset Management
Nevada
$65.9K -$99.5K -3,886 -60%
DWP
143
Destiny Wealth Partners
Florida
$57.6K +$57.4K +2,240 New
SWM
144
Spire Wealth Management
Virginia
$57K +$256 +10 +0.5%
VC
145
Vestor Capital
Illinois
$55K +$54.9K +2,143 New
JP Morgan Chase
146
JP Morgan Chase
New York
$44K
CFGS
147
Concourse Financial Group Securities
Alabama
$32.5K -$4.43K -173 -12%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$31.8K +$8.17K +319 +35%
FHA
149
First Horizon Advisors
Tennessee
$31.1K -$69.5K -2,715 -69%
FRA
150
Front Row Advisors
California
$31K