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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
$114M +$20.2M +1,095,932 +22%
Lido Advisors
2
Lido Advisors
California
$108M +$39.1M +2,121,197 +57%
Raymond James Financial
3
Raymond James Financial
Florida
$74.7M +$9.9M +537,376 +15%
LPL Financial
4
LPL Financial
California
$69.5M +$14M +762,319 +26%
Wells Fargo
5
Wells Fargo
California
$61.2M +$18.5M +1,003,588 +44%
ACA
6
Aptus Capital Advisors
Alabama
$56.5M +$6.16M +334,417 +12%
CA
7
Clearstead Advisors
Ohio
$54M +$1.42M +77,285 +3%
AWM
8
Avior Wealth Management
Nebraska
$48.1M +$7.19M +390,407 +18%
Invesco
9
Invesco
Georgia
$39.7M +$4.11M +223,406 +12%
HBT
10
Hills Bank & Trust
Iowa
$38.6M +$1.35M +73,107 +4%
Bank of America
11
Bank of America
North Carolina
$36M +$3.85M +208,984 +12%
UBS Group
12
UBS Group
Switzerland
$32.8M +$3.65M +198,317 +13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$31.7M +$2.17M +118,043 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$30.3M +$2.99M +162,618 +11%
MCM
15
MAI Capital Management
Ohio
$28.3M +$6.19M +335,951 +28%
BCM
16
Brookstone Capital Management
Illinois
$24.2M -$706K -38,359 -3%
Stifel Financial
17
Stifel Financial
Missouri
$22.2M +$2.41M +130,899 +12%
CICC
18
Capital Investment Counsel (Colorado)
Colorado
$20.4M +$649K +35,256 +3%
IAS
19
IMA Advisory Services
Colorado
$19.8M +$19.6M +1,066,305 New
RIG
20
RiverFront Investment Group
Virginia
$18.8M +$1.85M +100,186 +11%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$18.3M -$3.11M -168,948 -15%
AUB
22
Atlantic Union Bankshares
Virginia
$18.3M +$1.29M +69,855 +8%
MA
23
MONECO Advisors
Connecticut
$17.6M +$5.01M +272,090 +40%
Osaic Holdings
24
Osaic Holdings
Arizona
$16.5M +$4.96M +269,478 +43%
HC
25
Headland Capital
South Carolina
$16M +$856K +46,489 +6%
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