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Invesco BulletShares 2029 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCG
176
Newport Capital Group
New Jersey
$787K
RFWA
177
RPg Family Wealth Advisory
Massachusetts
$768K +$250K +13,275 +48%
HI
178
Harbour Investments
Wisconsin
$762K -$42.1K -2,235 -5%
SWA
179
Sax Wealth Advisors
New Jersey
$756K +$9.51K +505 +1%
MA
180
Montag & Associates
Georgia
$734K +$124K +6,567 +20%
HCM
181
Hengehold Capital Management
Ohio
$722K +$429K +22,771 +146%
FCAS
182
First Command Advisory Services
Texas
$716K -$378K -20,048 -35%
CFS
183
Coordinated Financial Services
Colorado
$699K +$54.7K +2,904 +8%
KWM
184
Kingsview Wealth Management
Oregon
$696K +$25.3K +1,344 +4%
NWAG
185
Net Worth Advisory Group
Utah
$675K +$388K +20,620 +136%
VPF
186
Vantage Point Financial
Illinois
$674K -$12.3K -651 -2%
ACG
187
Allen Capital Group
Nebraska
$667K +$34.1K +1,811 +5%
HGA
188
Hobbs Group Advisors
South Carolina
$665K -$562K -29,808 -46%
Brown Advisory
189
Brown Advisory
Maryland
$658K +$15.1K +800 +2%
AIM
190
Anchor Investment Management
South Carolina
$649K +$356K +18,900 +121%
JC
191
JM2 Capital
Oklahoma
$646K +$646K +34,305 New
GWA
192
Genesis Wealth Advisors
Massachusetts
$609K +$609K +32,350 New
WCM
193
Whitener Capital Management
North Carolina
$600K +$131K +6,958 +28%
HWM
194
HB Wealth Management
Georgia
$600K +$4.79K +254 +0.8%
GF
195
Goodman Financial
Texas
$596K
Cerity Partners
196
Cerity Partners
New York
$587K -$32.8K -1,740 -5%
SPIA
197
Steward Partners Investment Advisory
New York
$581K +$215K +11,391 +59%
AIFAIM
198
American Institute for Advanced Investment Management
Arizona
$565K +$94.1K +4,995 +20%
PS
199
Principal Securities
Iowa
$556K +$139K +7,397 +33%
GWSA
200
Global Wealth Strategies & Associates
Colorado
$553K -$222K -11,798 -29%