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Invesco BulletShares 2029 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCFS
26
Butensky & Cohen Financial Security
Florida
$1.07M +$18K +1,021 +2%
Ameriprise
27
Ameriprise
Minnesota
$940K +$932K +52,861 New
CG
28
Colony Group
Massachusetts
$823K +$251K +14,216 +44%
OLA
29
Oliver Luxxe Assets
New Jersey
$788K +$122K +6,923 +19%
CAM
30
Clark Asset Management
New Hampshire
$740K +$734K +41,632 New
4FG
31
4Thought Financial Group
New York
$714K +$9.38K +532 +1%
SAM
32
Sawgrass Asset Management
Florida
$638K +$136K +7,697 +27%
Osaic Holdings
33
Osaic Holdings
Arizona
$625K +$250K +14,150 +67%
AA
34
Addison Advisors
Vermont
$609K +$576K +32,670 +2,055%
FAG
35
Financial Advisory Group
Texas
$493K +$32.3K +1,829 +7%
HWM
36
Horizons Wealth Management
North Carolina
$477K +$472K +26,784 New
EI
37
Ellevest Inc
New York
$462K +$3.33K +189 +0.7%
Citadel Advisors
38
Citadel Advisors
Florida
$403K +$91.2K +5,172 +30%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$383K +$381K +21,577 New
AC
40
Apella Capital
Connecticut
$375K -$34.2K -1,937 -8%
UBS Group
41
UBS Group
Switzerland
$318K -$148K -8,394 -32%
LPT
42
Legacy Private Trust
Wisconsin
$257K -$81K -4,595 -24%
RMDI
43
R.M. Davis Inc
Maine
$245K +$243K +13,805 New
SPWM
44
Straight Path Wealth Management
Michigan
$236K +$234K +13,270 New
KBFS
45
Kohmann Bosshard Financial Services
Ohio
$224K +$222K +12,583 New
RFN
46
Redwood Financial Network
Ohio
$192K +$1.38K +78 +0.7%
CIA
47
Capital Investment Advisors
Georgia
$192K -$2.66K -151 -1%
SPIA
48
Steward Partners Investment Advisory
New York
$172K +$110K +6,254 +184%
IBOK
49
Independence Bank of Kentucky
Kentucky
$155K +$142K +8,077 +1,258%
AIP
50
Ameritas Investment Partners
Nebraska
$135K -$179K -10,164 -57%