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Invesco BulletShares 2029 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
26
HUB Investment Partners
Texas
$6.29M +$1.69M +92,335 +37%
MWM
27
Marietta Wealth Management
Georgia
$5.77M +$429K +23,425 +8%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$5.42M +$333K +18,184 +7%
GB
29
Goepper Burkhardt
South Carolina
$4.91M +$758K +41,400 +18%
LC
30
Legacy CG
Texas
$4.77M +$4.77M +260,766 New
HWM
31
Horizons Wealth Management
North Carolina
$3.87M
Osaic Holdings
32
Osaic Holdings
Arizona
$3.81M +$1.18M +64,259 +45%
SPIA
33
Steward Partners Investment Advisory
New York
$3.52M +$477K +26,075 +16%
ECM
34
Exchange Capital Management
Michigan
$3.09M +$863K +47,134 +39%
RC
35
Rovin Capital
Arizona
$2.94M -$12.2K -665 -0.4%
AA
36
Addison Advisors
Vermont
$2.94M +$283K +15,441 +11%
CAM
37
Clark Asset Management
New Hampshire
$2.93M +$1.11M +60,750 +61%
MGIA
38
Matthew Goff Investment Advisor
Texas
$2.78M -$16K -875 -0.6%
Stifel Financial
39
Stifel Financial
Missouri
$2.76M +$1.18M +64,535 +75%
NCM
40
Novare Capital Management
North Carolina
$2.65M +$340K +18,542 +15%
SFA
41
Souders Financial Advisors
Ohio
$2.61M +$2.61M +142,707 New
AFA
42
AA Financial Advisors
Ohio
$2.59M +$2.59M +141,523 New
PAG
43
Private Advisor Group
New Jersey
$2.45M +$2.2M +120,015 +876%
EWM
44
Empirical Wealth Management
Washington
$2.4M +$281K +15,329 +13%
CIC
45
Carnegie Investment Counsel
Ohio
$2.23M +$828K +45,235 +59%
MA
46
MONECO Advisors
Connecticut
$2.22M +$1.34M +73,331 +153%
Ameriprise
47
Ameriprise
Minnesota
$2.18M +$852K +46,542 +64%
SAM
48
Secure Asset Management
Michigan
$2.17M +$59.7K +3,261 +3%
EH
49
Equitable Holdings
New York
$2.08M +$1.44M +78,913 +227%
OLA
50
Oliver Luxxe Assets
New Jersey
$1.87M +$1.1M +59,834 +142%