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Invesco BulletShares 2029 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWA
151
Wingate Wealth Advisors
Massachusetts
$1.26M +$9K +483 +0.7%
IBOK
152
Independence Bank of Kentucky
Kentucky
$1.25M +$84.2K +4,521 +7%
SFG
153
SNS Financial Group
Minnesota
$1.24M +$823K +44,162 +194%
UIM
154
Unified Investment Management
Georgia
$1.21M +$50.5K +2,712 +4%
WCM
155
Whitener Capital Management
North Carolina
$1.21M +$179K +9,619 +17%
KBFS
156
Kohmann Bosshard Financial Services
Ohio
$1.18M
OPTFSNA
157
Old Point Trust & Financial Services N A
Virginia
$1.1M +$158K +8,457 +17%
SWM
158
Segment Wealth Management
Texas
$1.09M +$20.3K +1,090 +2%
KeyBank National Association
159
KeyBank National Association
Ohio
$1.07M -$1.57M -84,397 -60%
HI
160
Harbour Investments
Wisconsin
$1.04M +$114K +6,119 +12%
AC
161
Apella Capital
Connecticut
$1.04M +$16K +857 +2%
RFN
162
Redwood Financial Network
Ohio
$1.01M +$59K +3,165 +6%
HA
163
Hanover Advisors
South Carolina
$1,000K -$24.8K -1,331 -2%
PA
164
Parallel Advisors
California
$969K +$972K +52,165 New
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$967K +$38.9K +2,088 +4%
CWM
166
Cordatus Wealth Management
Pennsylvania
$962K +$34.9K +1,873 +4%
RAM
167
Redmond Asset Management
Virginia
$958K +$70.2K +3,767 +8%
WFC
168
Western Financial Corp
California
$948K +$54K +2,896 +6%
MWM
169
Mission Wealth Management
California
$942K +$414K +22,226 +78%
SIC
170
SJS Investment Consulting
Ohio
$933K +$250K +13,440 +37%
SWA
171
Sax Wealth Advisors
New Jersey
$897K +$148K +7,963 +20%
CAL
172
Capital Analysts LLC
Pennsylvania
$895K -$14.3K -767 -2%
GRR
173
Golden Reserve Retirement
Ohio
$891K +$247K +13,242 +38%
4FG
174
4Thought Financial Group
New York
$891K +$31.7K +1,702 +4%
Creative Planning
175
Creative Planning
Kansas
$890K -$235K -12,586 -21%