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Invesco BulletShares 2029 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
226
Westside Investment Management
California
$115K
FWP
227
FAS Wealth Partners
Kansas
$107K +$1.16K +63 +1%
SAS
228
SMI Advisory Services
Indiana
$104K +$104K +5,649 New
UCB
229
United Community Bank
South Carolina
$102K
MAM
230
Marquette Asset Management
Minnesota
$78.6K
PTC
231
Private Trust Company
Ohio
$76.5K +$76K +4,127 New
AIM
232
Anchor Investment Management
South Carolina
$70.7K +$70.3K +3,815 New
SIC
233
SJS Investment Consulting
Ohio
$64.8K
US Bancorp
234
US Bancorp
Minnesota
$64.8K
SVWA
235
Sarver Vrooman Wealth Advisors
Missouri
$62.9K +$62.5K +3,394 New
WF
236
Wayfinding Financial
Washington
$59K +$59.5K +3,229 New
AF
237
Advisornet Financial
Minnesota
$54.2K
MA
238
Montag & Associates
Georgia
$53K +$52.7K +2,861 New
YDMI
239
Y.D. More Investments
Israel
$38.9K
HIA
240
Harbor Investment Advisory
Maryland
$33.8K +$33.6K +1,825 New
HIMS
241
Hager Investment Management Services
New Hampshire
$29.5K +$29.4K +1,594 New
TWM
242
Topsail Wealth Management
North Carolina
$27.8K
ST
243
Smithfield Trust
Pennsylvania
$22K
AP
244
Aspect Partners
Virginia
$19.6K
IA
245
IFP Advisors
Florida
$17.1K -$5.01K -272 -23%
AIP
246
Ameritas Investment Partners
Nebraska
$13.1K -$6.85K -372 -34%
RF
247
Rossby Financial
Florida
$11.6K +$11.5K +627 New
SIS
248
Sound Income Strategies
Florida
$11.2K +$11.1K +602 New
RPA
249
Redwood Park Advisors
California
$10.2K
GI
250
GAMMA Investing
California
$10.1K