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Invesco BulletShares 2028 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$326K
CA
77
CGN Advisors
Kansas
$324K -$394K -16,901 -55%
HT
78
Heritage Trust
Oklahoma
$322K +$60.8K +2,607 +23%
SPIA
79
Steward Partners Investment Advisory
New York
$312K +$190K +8,128 +157%
Ameriprise
80
Ameriprise
Minnesota
$305K +$304K +13,040 New
BFA
81
Bill Few Associates
Pennsylvania
$301K -$100K -4,306 -25%
CA
82
Clearstead Advisors
Ohio
$299K +$297K +12,757 New
CWM
83
Cornerstone Wealth Management
Missouri
$281K -$72.6K -3,113 -21%
SWM
84
Silverlake Wealth Management
Vermont
$277K
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$263K -$201K -8,608 -43%
PFS
86
Prospera Financial Services
Texas
$259K +$3.5K +150 +1%
AWM
87
Accurate Wealth Management
Florida
$229K +$227K +9,741 New
ACA
88
Aptus Capital Advisors
Alabama
$228K +$1.63K +70 +0.7%
CBA
89
Coastal Bridge Advisors
Connecticut
$209K +$208K +8,913 New
APA
90
Astoria Portfolio Advisors
New York
$208K +$207K +8,875 New
CBTWT
91
Community Bank & Trust (Waco, Texas)
Texas
$208K +$207K +8,888 New
OFG
92
Opulen Financial Group
Virginia
$207K +$1.26K +54 +0.6%
PAG
93
Private Advisor Group
New Jersey
$204K +$203K +8,723 New
HIP
94
HUB Investment Partners
Texas
$201K +$201K +8,601 New
CBT
95
Crews Bank & Trust
Florida
$200K
AIM
96
Anchor Investment Management
South Carolina
$176K +$58.3K +2,500 +50%
FFA
97
Farther Finance Advisors
California
$176K +$141K +6,051 +418%
KOCAA
98
Knights of Columbus Asset Advisors
Connecticut
$166K
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$161K +$160K +6,856 New
OP
100
ORG Partners
Indiana
$160K +$140K +6,000 +706%