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Invesco BulletShares 2028 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$382K +$370K +16,097 New
CW
27
Cooksen Wealth
Texas
$357K +$346K +15,048 New
AA
28
Addison Advisors
Vermont
$352K -$47.8K -2,080 -12%
Stifel Financial
29
Stifel Financial
Missouri
$344K -$2.34K -102 -0.7%
WSTAM
30
Wilbanks Smith & Thomas Asset Management
Virginia
$336K +$325K +14,133 New
NAM
31
NorthCrest Asset Manangement
Minnesota
$331K +$320K +13,914 New
MA
32
MONECO Advisors
Connecticut
$307K +$297K +12,928 New
CAM
33
Clark Asset Management
New Hampshire
$299K +$63.6K +2,769 +28%
FA
34
FF Advisors
California
$290K +$280K +12,195 New
KOC
35
Koss-Olinger Consulting
Florida
$278K
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$272K +$5.81K +253 +2%
BFA
37
Bill Few Associates
Pennsylvania
$265K +$256K +11,147 New
BPA
38
Beacon Pointe Advisors
California
$253K +$245K +10,671 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$233K -$38.5K -1,675 -15%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$232K +$225K +9,785 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$206K -$160K -6,946 -45%
VAS
42
Valicenti Advisory Services
New York
$200K +$194K +8,425 New
AWM
43
Avior Wealth Management
Nebraska
$195K -$103K -4,469 -35%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$190K -$14.2K -618 -7%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$171K +$2.46K +107 +2%
HNB
46
Huntington National Bank
Ohio
$124K
NA
47
NewEdge Advisors
Louisiana
$120K +$116K +5,032 New
DCM
48
Davis Capital Management
Florida
$43K +$41.6K +1,810 New
Comerica Bank
49
Comerica Bank
Texas
$31.2K
OP
50
ORG Partners
Indiana
$20.2K