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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
$40.3M +$12M +569,070 +44%
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$14.5M -$336K -15,954 -2%
EH
3
Equitable Holdings
New York
$12.8M +$884K +41,945 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.18M +$184K +8,744 +2%
KCM
5
Kaye Capital Management
California
$7.65M +$4.52M +214,407 +152%
MWM
6
Modern Wealth Management
Kansas
$7.65M +$7.49M +355,560 New
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$7.53M -$24.3K -1,151 -0.3%
SIC
8
SFE Investment Counsel
California
$7.27M +$402K +19,089 +6%
Morgan Stanley
9
Morgan Stanley
New York
$7.21M +$408K +19,381 +6%
IAS
10
IMA Advisory Services
Colorado
$6.8M +$200K +9,501 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.11M +$2.26M +107,296 +61%
GGI
12
GPM Growth Investors
Michigan
$4.74M +$136K +6,436 +3%
AA
13
Advisory Alpha
Michigan
$3.96M +$345K +16,361 +10%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$3.6M -$219K -10,400 -6%
Wells Fargo
15
Wells Fargo
California
$3.15M +$81.8K +3,881 +3%
Raymond James Financial
16
Raymond James Financial
Florida
$3.06M +$355K +16,842 +13%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.83M +$1.73M +82,113 +166%
UBS Group
18
UBS Group
Switzerland
$2.67M +$917K +43,490 +54%
PCS
19
Private Client Services
Kentucky
$2.44M +$2.39M +113,603 New
MA
20
MONECO Advisors
Connecticut
$2.02M +$496K +23,545 +33%
HWM
21
Howard Wealth Management
Connecticut
$1.99M -$53.2K -2,523 -3%
SIA
22
Summit Investment Advisors
Maryland
$1.87M +$184K +8,711 +11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.82M +$456K +21,614 +34%
PFS
24
Prospera Financial Services
Texas
$1.67M +$64.3K +3,052 +4%
SPIA
25
Steward Partners Investment Advisory
New York
$1.55M +$312K +14,824 +26%