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Invesco BulletShares 2028 Municipal Bond ETF
BSMS

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
101
Kestra Private Wealth Services
Texas
$280K +$283K +11,986 New
ACM
102
Arlington Capital Management
Illinois
$272K +$274K +11,618 New
PTC
103
Private Trust Company
Ohio
$269K +$188K +7,964 +226%
BPA
104
Beacon Pointe Advisors
California
$266K +$30.6K +1,297 +13%
CA
105
CGN Advisors
Kansas
$262K -$23.1K -979 -8%
MWM
106
Mission Wealth Management
California
$230K +$232K +9,830 New
FFG
107
Foundry Financial Group
New Hampshire
$230K +$232K +9,824 New
NL
108
NorthAvenue LLC
Ohio
$222K – – –
FFA
109
Farther Finance Advisors
California
$221K -$130K -5,519 -37%
CL
110
CVFG LLC
Indiana
$220K +$222K +9,413 New
WWMP
111
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$219K -$63.8K -2,706 -22%
GSIAS
112
Garden State Investment Advisory Services
New Jersey
$210K -$20.7K -879 -9%
OFG
113
Opulen Financial Group
Virginia
$209K +$1.2K +51 +0.6%
CBTWT
114
Community Bank & Trust (Waco, Texas)
Texas
$208K – – –
CPC
115
Cookson Peirce & Co
Pennsylvania
$205K -$8.37K -355 -4%
LIM
116
Leavell Investment Management
Alabama
$204K – – –
CBT
117
Crews Bank & Trust
Florida
$200K – – –
KOCAA
118
Knights of Columbus Asset Advisors
Connecticut
$166K – – –
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$160K – – –
GSEP
120
Golden State Equity Partners
California
$160K +$161K +6,850 New
CAL
121
Capital Analysts LLC
Pennsylvania
$155K – – –
LFG
122
Larson Financial Group
Missouri
$127K – – –
GWM
123
Geneos Wealth Management
Colorado
$72.5K – – –
ASN
124
Advisory Services Network
Georgia
$49.6K +$49.9K +2,118 New
IWS
125
Intentional Wealth Strategies
Colorado
$24.5K +$24.7K +1,048 New
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