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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$93.1M +$12M +651,372 +15%
Lido Advisors
2
Lido Advisors
California
$67.9M +$54.3M +2,937,232 +383%
Raymond James Financial
3
Raymond James Financial
Florida
$64.1M +$64.6M +3,494,838 New
LPL Financial
4
LPL Financial
California
$54.8M +$21.1M +1,142,817 +62%
CA
5
Clearstead Advisors
Ohio
$52M +$2.47M +133,744 +5%
ACA
6
Aptus Capital Advisors
Alabama
$49.8M +$10.2M +552,278 +26%
Wells Fargo
7
Wells Fargo
California
$42.2M +$10.2M +549,179 +31%
AWM
8
Avior Wealth Management
Nebraska
$40.5M +$4.41M +238,406 +12%
HBT
9
Hills Bank & Trust
Iowa
$36.9M +$21.9M +1,184,100 +143%
Invesco
10
Invesco
Georgia
$35.2M +$12.4M +670,011 +54%
Bank of America
11
Bank of America
North Carolina
$31.8M +$7.02M +379,653 +28%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$29.2M +$4.35M +235,349 +17%
UBS Group
13
UBS Group
Switzerland
$28.8M +$7.41M +400,309 +34%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$27M +$11.6M +625,303 +74%
BCM
15
Brookstone Capital Management
Illinois
$24.6M +$24.9M +1,343,717 New
MCM
16
MAI Capital Management
Ohio
$21.8M +$22M +1,189,114 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$21.2M -$66.3K -3,585 -0.3%
Stifel Financial
18
Stifel Financial
Missouri
$19.5M +$1.02M +55,246 +5%
CICC
19
Capital Investment Counsel (Colorado)
Colorado
$19.5M +$6.99M +377,912 +55%
AUB
20
Atlantic Union Bankshares
Virginia
$16.8M +$1.36M +73,417 +9%
RIG
21
RiverFront Investment Group
Virginia
$16.8M +$1.24M +67,117 +8%
HC
22
Headland Capital
South Carolina
$15M +$15.1M +817,894 New
IAA
23
Independent Advisor Alliance
North Carolina
$15M +$15.1M +817,497 New
MFWM
24
Motley Fool Wealth Management
Virginia
$13.7M -$528K -28,561 -4%
MA
25
MONECO Advisors
Connecticut
$12.4M +$4.04M +218,467 +48%
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