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Invesco BulletShares 2028 Municipal Bond ETF
BSMS

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.2M +$9.83M +430,601 +4,886%
CIM
2
Confluence Investment Management
Missouri
$6.94M +$6.82M +298,840 New
Wells Fargo
3
Wells Fargo
California
$5.1M +$4.92M +215,382 +5,131%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.47M +$1.44M +63,257 New
CA
5
CGN Advisors
Kansas
$1.38M +$404K +17,685 +43%
Jane Street
6
Jane Street
New York
$1.32M -$3.45M -151,284 -73%
Invesco
7
Invesco
Georgia
$1.12M +$770K +33,712 +234%
FNB
8
Farmers National Bank
Kentucky
$1.05M +$263K +11,527 +34%
Bank of America
9
Bank of America
North Carolina
$1.05M +$195K +8,558 +23%
LPL Financial
10
LPL Financial
California
$925K +$465K +20,364 +105%
Osaic Holdings
11
Osaic Holdings
Arizona
$713K +$55.4K +2,426 +9%
VVP
12
Venture Visionary Partners
Ohio
$640K -$146K -6,374 -19%
RHP
13
Royal Harbor Partners
Texas
$460K -$86.6K -3,791 -16%
ADL
14
Asset Dedication LLC
California
$420K +$112K +4,913 +37%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$368K +$362K +15,835 New
Stifel Financial
16
Stifel Financial
Missouri
$329K +$323K +14,162 New
SFG
17
Sterling Financial Group
California
$299K +$293K +12,850 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$264K -$290K -12,679 -53%
HWM
19
Horizons Wealth Management
North Carolina
$226K +$172K +7,515 +338%
CPC
20
Cookson Peirce & Co
Pennsylvania
$224K +$7.74K +339 +4%
CAM
21
Clark Asset Management
New Hampshire
$224K +$220K +9,629 New
SCFS
22
S.C. Financial Services
Arizona
$224K +$220K +9,623 New
BFEC
23
Benjamin F. Edwards & Company
Missouri
$160K +$91.3K +4,000 +139%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$142K +$85.6K +3,749 +157%
KFI
25
Key Financial Inc
Pennsylvania
$127K – – –
1
2