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Invesco Taxable Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$329K +$74.2K +2,828 +29%
KPWS
127
Kestra Private Wealth Services
Texas
$314K +$10.3K +391 +3%
IWC
128
Integrated Wealth Concepts
Massachusetts
$310K
AA
129
Ancora Advisors
Ohio
$303K
Koshinski Asset Management
130
Koshinski Asset Management
Illinois
$301K -$9.98K -380 -3%
CPRC
131
Consolidated Portfolio Review Corp
New York
$300K -$3.65K -139 -1%
PTC
132
Private Trust Company
Ohio
$299K +$88.3K +3,362 +42%
SIC
133
Samalin Investment Counsel
New York
$275K -$60.4K -2,300 -18%
MGW
134
MB Generational Wealth
Washington
$274K +$273K +10,385 New
Goldman Sachs
135
Goldman Sachs
New York
$267K -$7.73M -294,435 -97%
Millennium Management
136
Millennium Management
New York
$263K +$262K +9,980 New
PCIA
137
Prime Capital Investment Advisors
Kansas
$253K -$26.8K -1,020 -10%
MFA
138
Millington Financial Advisors
Illinois
$246K -$6.62K -252 -3%
FF
139
Farrell Financial
New York
$233K -$4.41K -168 -2%
KA
140
Kovack Advisors
Florida
$232K -$115K -4,378 -33%
GSIAS
141
Garden State Investment Advisory Services
New Jersey
$229K
SWP
142
Summit Wealth Partners
Florida
$220K
PIM
143
Progressive Investment Management
Oregon
$216K +$215K +8,205 New
Lazard Asset Management
144
Lazard Asset Management
New York
$211K
GJWM
145
Gilliland Jeter Wealth Management
Arkansas
$203K +$52.5K +2,000 +35%
William Blair & Company
146
William Blair & Company
Illinois
$184K -$11.4K -434 -6%
CIAS
147
Capital Investment Advisory Services
North Carolina
$154K -$673K -25,620 -81%
VWWMG
148
Vermillion & White Wealth Management Group
Pennsylvania
$154K +$368 +14 +0.2%
CFB
149
Cullen/Frost Bankers
Texas
$144K +$43.9K +1,673 +44%
HFS
150
Horizon Financial Services
North Carolina
$142K +$3.81K +145 +3%