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Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Clearstead Advisors
Ohio
$370K -$1.27K -49 -0.3%
FFA
52
Farther Finance Advisors
California
$358K +$20K +776 +6%
TCM
53
Tassel Capital Management
North Carolina
$328K +$328K +12,704 New
VBFP
54
Valtinson Bruner Financial Planning
Minnesota
$304K +$40.6K +1,570 +15%
GWM
55
Geneos Wealth Management
Colorado
$269K +$130K +5,033 +94%
MWP
56
Meriwether Wealth & Planning
Louisiana
$257K – – –
WQ
57
Wealth Quarterback
New Jersey
$245K +$37.2K +1,441 +18%
NWAG
58
Net Worth Advisory Group
Utah
$237K -$112K -4,355 -32%
SAI
59
Savvy Advisors Inc
New York
$222K +$222K +8,607 New
IAS
60
IMA Advisory Services
Colorado
$219K – – –
APCM
61
Alaska Permanent Capital Management
Alaska
$212K – – –
KFI
62
Key Financial Inc
Pennsylvania
$212K – – –
KFAS
63
Keating Financial Advisory Services
Kansas
$148K – – –
IWC
64
Integrated Wealth Concepts
Massachusetts
$136K +$136K +5,251 New
LFG
65
Larson Financial Group
Missouri
$70K +$491 +19 +0.7%
GWM
66
Gilpin Wealth Management
Colorado
$52.8K – – –
ADL
67
Asset Dedication LLC
California
$44.5K -$60K -2,322 -57%
BCA
68
Bitterroot Capital Advisors
Montana
$25K +$413 +16 +2%
IAIM
69
International Assets Investment Management
Florida
$19.4K +$19.4K +753 New
CFSG
70
Community Financial Services Group
Vermont
$3.23K – – –
PTC
71
Private Trust Company
Ohio
$2.22K – – –
ACA
72
Aptus Capital Advisors
Alabama
$1.42K – – –
GJIA
73
Glass Jacobson Investment Advisors
Maryland
$108 – – –
IAA
74
Independent Advisor Alliance
North Carolina
– -$1.37M -53,694 Closed
MA
75
MONECO Advisors
Connecticut
– -$404K -15,775 Closed
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