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Invesco BulletShares 2029 High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$67.4M +$6.61M +311,923 +11%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$19.4M +$1.61M +76,102 +9%
Wells Fargo
3
Wells Fargo
California
$18.1M +$1.16M +54,637 +7%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$15.5M +$3.24M +152,582 +26%
Raymond James Financial
5
Raymond James Financial
Florida
$11.2M +$7.3M +344,271 +184%
UBS Group
6
UBS Group
Switzerland
$10.4M +$205K +9,655 +2%
EH
7
Equitable Holdings
New York
$10.1M -$2.65M -125,128 -21%
Morgan Stanley
8
Morgan Stanley
New York
$10.1M +$1.3M +61,536 +15%
Osaic Holdings
9
Osaic Holdings
Arizona
$9.07M +$1.47M +69,467 +19%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$8.98M +$456K +21,482 +5%
MWM
11
Modern Wealth Management
Kansas
$8.74M +$103K +4,842 +1%
AWM
12
Avior Wealth Management
Nebraska
$8.44M +$8.47M +399,608 New
SIC
13
SFE Investment Counsel
California
$7.99M +$255K +12,030 +3%
SP
14
Stablepoint Partners
Massachusetts
$7.2M +$457K +21,532 +7%
BAM
15
Banta Asset Management
California
$6.82M +$90.1K +4,250 +1%
IWM
16
IHT Wealth Management
Illinois
$5.78M -$2.49M -117,508 -30%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$5.52M -$1.84M -86,915 -25%
AA
18
Advisory Alpha
Michigan
$4.85M +$253K +11,944 +5%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$4.67M +$551K +25,976 +13%
HWM
20
Howard Wealth Management
Connecticut
$4.39M +$485K +22,888 +12%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.73M +$152K +7,175 +4%
OIM
22
Oder Investment Management
California
$3.64M +$570K +26,858 +18%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.39M +$968K +45,673 +40%
PWSG
24
Pacific Wealth Strategies Group
California
$3.3M +$1.7M +79,962 +105%
FMI
25
F/M Investments
District of Columbia
$3.1M +$3.11M +146,475 New