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Invesco BulletShares 2029 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
76
Berger Financial Group
Minnesota
$1.04M +$1.04M +57,360 New
AAS
77
Avantax Advisory Services
Texas
$1M +$423K +23,356 +74%
SA
78
Sanctuary Advisors
Indiana
$967K +$977K +53,955 New
Baird Financial Group
79
Baird Financial Group
Wisconsin
$936K +$50.9K +2,810 +6%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$934K +$118K +6,538 +15%
SWM
81
Segment Wealth Management
Texas
$925K
HGA
82
Hobbs Group Advisors
South Carolina
$923K +$921K +50,832 New
SI
83
Stephens Inc
Arkansas
$909K +$134K +7,400 +17%
WFC
84
Western Financial Corp
California
$903K +$32.7K +1,807 +4%
AI
85
Atria Investments
North Carolina
$899K +$897K +49,513 New
IBOK
86
Independence Bank of Kentucky
Kentucky
$880K +$311K +17,154 +55%
JP Morgan Chase
87
JP Morgan Chase
New York
$825K +$330K +18,214 +67%
HSWS
88
Higgins & Schmidt Wealth Strategies
Colorado
$818K +$78.7K +4,346 +11%
4FG
89
4Thought Financial Group
New York
$786K +$2.12K +117 +0.3%
RSC
90
Red Spruce Capital
Pennsylvania
$713K +$10.5K +580 +1%
AC
91
Apella Capital
Connecticut
$663K -$23.8K -1,314 -3%
HNB
92
Huntington National Bank
Ohio
$647K
KBFS
93
Kohmann Bosshard Financial Services
Ohio
$615K +$19.5K +1,075 +3%
PFS
94
Prospera Financial Services
Texas
$581K +$15.3K +843 +3%
Cerity Partners
95
Cerity Partners
New York
$580K +$578K +31,923 New
IWC
96
Integrated Wealth Concepts
Massachusetts
$539K +$254K +14,045 +90%
HighTower Advisors
97
HighTower Advisors
Illinois
$509K +$49.6K +2,739 +11%
FHA
98
First Horizon Advisors
Tennessee
$503K +$27.9K +1,540 +6%
TF
99
TLWM Financial
Texas
$493K
P
100
&Partners
Tennessee
$462K +$460K +25,413 New