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Invesco BulletShares 2028 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12.3M +$340K +14,522 +3%
Morgan Stanley
2
Morgan Stanley
New York
$10.1M +$712K +30,369 +8%
Raymond James Financial
3
Raymond James Financial
Florida
$9.9M +$1.73M +73,935 +21%
Invesco
4
Invesco
Georgia
$9.81M +$484K +20,636 +5%
Truist Financial
5
Truist Financial
North Carolina
$7.6M +$538K +22,940 +8%
Bank of America
6
Bank of America
North Carolina
$7.02M +$160K +6,845 +2%
IWC
7
Integrated Wealth Concepts
Massachusetts
$6.06M +$2.4M +102,581 +66%
AUB
8
Atlantic Union Bankshares
Virginia
$6.06M +$2.61M +111,223 +76%
NA
9
NewEdge Advisors
Louisiana
$5.2M +$334K +14,255 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.07M +$438K +18,696 +9%
KCM
11
Kathmere Capital Management
Pennsylvania
$4.88M -$63K -2,687 -1%
HBT
12
Hills Bank & Trust
Iowa
$4.45M -$1.34M -57,111 -23%
CVA
13
Central Valley Advisors
California
$4.42M +$345K +14,737 +8%
UBS Group
14
UBS Group
Switzerland
$4.36M -$1.84M -78,320 -30%
PWP
15
Precedent Wealth Partners
Texas
$4.22M +$280K +11,940 +7%
HighTower Advisors
16
HighTower Advisors
Illinois
$4.05M +$1.01M +43,037 +33%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.98M +$1.28M +54,715 +48%
Wells Fargo
18
Wells Fargo
California
$3.84M -$66.9K -2,854 -2%
MA
19
MONECO Advisors
Connecticut
$3.8M +$86.8K +3,704 +2%
SF
20
Summit Financial
New Jersey
$3.72M -$1.38M -58,974 -27%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$3.46M +$787K +33,568 +29%
FSAG
22
Financial Solutions Advisory Group
Illinois
$3.3M +$58.6K +2,500 +2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.23M +$221K +9,447 +7%
EC
24
Elequin Capital
New York
$2.75M +$2.75M +117,520 New
IIM
25
Invariant Investment Management
Pennsylvania
$2.66M +$18K +767 +0.7%