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Invesco BulletShares 2029 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
151
Kohmann Bosshard Financial Services
Ohio
$1.2M +$1.32K +70 +0.1%
UIM
152
Unified Investment Management
Georgia
$1.15M +$207 +11 +0%
IBOK
153
Independence Bank of Kentucky
Kentucky
$1.14M -$2.64K -140 -0.2%
WB
154
Webster Bank
Connecticut
$1.12M +$1.12M +59,248 New
AR
155
Apeiron RIA
Texas
$1.11M -$38.5K -2,045 -3%
KFI
156
Key Financial Inc
Pennsylvania
$1.08M +$25.1K +1,330 +2%
LWL
157
Leo Wealth LLC
Texas
$1.07M +$1.07M +56,997 New
CWA
158
Continuum Wealth Advisors
New York
$1.07M +$1.07M +56,977 New
AC
159
Apella Capital
Connecticut
$1.07M -$11.3K -601 -1%
VIM
160
Vista Investment Management
Pennsylvania
$1.06M +$464K +24,655 +78%
TW
161
Tempo Wealth
Ohio
$1.06M +$1.06M +56,406 New
Creative Planning
162
Creative Planning
Kansas
$1.05M -$116K -6,140 -10%
SWM
163
Segment Wealth Management
Texas
$1.02M +$21.3K +1,130 +2%
HA
164
Hanover Advisors
South Carolina
$958K +$66.7K +3,540 +7%
Comerica Bank
165
Comerica Bank
Texas
$948K +$155K +8,247 +20%
WFC
166
Western Financial Corp
California
$945K -$8.21K -436 -0.9%
CAL
167
Capital Analysts LLC
Pennsylvania
$938K +$50.6K +2,686 +6%
EWA
168
EP Wealth Advisors
California
$917K +$918K +48,709 New
OPTFSNA
169
Old Point Trust & Financial Services N A
Virginia
$890K +$257K +13,637 +41%
CWS
170
Cypress Wealth Services
California
$876K -$22K -1,170 -2%
RAM
171
Redmond Asset Management
Virginia
$856K +$20.3K +1,080 +2%
RFN
172
Redwood Financial Network
Ohio
$829K +$42.7K +2,269 +5%
AF
173
Allworth Financial
California
$829K +$199K +10,574 +32%
CWM
174
Cordatus Wealth Management
Pennsylvania
$824K +$116K +6,153 +16%
4FG
175
4Thought Financial Group
New York
$815K +$94.2K +4,999 +13%