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Invesco Taxable Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GJWM
126
Gilliland Jeter Wealth Management
Arkansas
$255K -$1.52K -58 -0.6%
SIC
127
Samalin Investment Counsel
New York
$248K +$210 +8 +0.1%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$246K -$22.5K -857 -8%
WTC
129
WhitTier Trust Company
Nevada
$241K -$59.1K -2,255 -20%
CW
130
CreativeOne Wealth
Kansas
$233K -$12.7K -484 -5%
GSIAS
131
Garden State Investment Advisory Services
New Jersey
$230K
CT
132
Caldwell Trust
Florida
$227K -$139K -5,289 -38%
SF
133
Summit Financial
New Jersey
$225K +$222K +8,474 New
FF
134
Farrell Financial
New York
$219K +$1.97K +75 +0.9%
LWM
135
Lionshead Wealth Management
New York
$217K -$4.35K -166 -2%
Creative Planning
136
Creative Planning
Kansas
$215K +$212K +8,093 New
Lazard Asset Management
137
Lazard Asset Management
New York
$212K
AI
138
Atria Investments
North Carolina
$212K +$209K +7,980 New
AWM
139
Apollon Wealth Management
South Carolina
$210K +$208K +7,926 New
HFS
140
Horizon Financial Services
North Carolina
$186K +$72K +2,747 +64%
HI
141
Harbour Investments
Wisconsin
$155K +$31.2K +1,189 +26%
GRP
142
Global Retirement Partners
California
$115K +$114K +4,334 New
WT
143
Whittier Trust
California
$107K
OWA
144
Opal Wealth Advisors
New York
$82.1K +$43.6K +1,665 +117%
CIAS
145
Capital Investment Advisory Services
North Carolina
$80.3K
William Blair & Company
146
William Blair & Company
Illinois
$77.1K -$90.7K -3,461 -54%
IA
147
IFP Advisors
Florida
$75.9K -$1.21K -46 -2%
AAP
148
Arax Advisory Partners
Colorado
$63K
SPIA
149
Steward Partners Investment Advisory
New York
$61K
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$57.2K