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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
$19.6M +$6.76M +312,520 +52%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$14.1M +$3.9M +179,978 +37%
EH
3
Equitable Holdings
New York
$9.85M +$1.51M +69,811 +18%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.5M +$111K +5,144 +1%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$7.33M -$272K -12,558 -4%
SIC
6
SFE Investment Counsel
California
$6.34M +$1.09M +50,242 +20%
Morgan Stanley
7
Morgan Stanley
New York
$5.84M +$2.14M +98,815 +57%
GGI
8
GPM Growth Investors
Michigan
$4.4M +$4.46M +205,888 New
AA
9
Advisory Alpha
Michigan
$3.23M +$3.27M +151,108 New
Jane Street
10
Jane Street
New York
$2.99M +$2.1M +97,197 +229%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.84M +$1.98M +91,417 +220%
Raymond James Financial
12
Raymond James Financial
Florida
$2.26M +$2.29M +105,764 New
Wells Fargo
13
Wells Fargo
California
$2.19M +$1.76M +81,341 +389%
HWM
14
Howard Wealth Management
Connecticut
$2.04M +$368K +16,993 +22%
MA
15
MONECO Advisors
Connecticut
$1.44M +$85.4K +3,948 +6%
PFS
16
Prospera Financial Services
Texas
$1.4M +$1.41M +65,372 New
UBS Group
17
UBS Group
Switzerland
$919K +$260K +12,020 +39%
IAA
18
Independent Advisor Alliance
North Carolina
$903K +$914K +42,225 New
Osaic Holdings
19
Osaic Holdings
Arizona
$902K +$557K +25,746 +157%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$854K +$294K +13,602 +52%
SWM
21
Segment Wealth Management
Texas
$811K +$514K +23,770 +168%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$774K +$514K +23,767 +192%
EWM
23
Empirical Wealth Management
Washington
$704K +$4.74K +219 +0.7%
HIP
24
HUB Investment Partners
Texas
$683K +$93.3K +4,312 +16%
RC
25
Rovin Capital
Arizona
$665K +$3.83K +177 +0.6%