We are live on ! Find out more
BSMS icon

Invesco BulletShares 2028 Municipal Bond ETF
BSMS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$6.87M -$68.5K -2,981 -1%
Morgan Stanley
2
Morgan Stanley
New York
$4.87M +$2.38M +103,557 +102%
LPL Financial
3
LPL Financial
California
$4.19M +$274K +11,923 +7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.41M +$2.05M +88,991 +163%
Invesco
5
Invesco
Georgia
$3.21M +$556K +24,180 +22%
CA
6
CGN Advisors
Kansas
$2.22M +$94.8K +4,126 +5%
SFG
7
Sterling Financial Group
California
$2.16M -$780K -33,945 -27%
Wells Fargo
8
Wells Fargo
California
$2.15M +$1.1M +47,867 +112%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.64M +$308K +13,397 +24%
KFI
10
Key Financial Inc
Pennsylvania
$1.45M +$388K +16,865 +38%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$1.28M +$1.24M +53,869 New
Bank of America
12
Bank of America
North Carolina
$1.22M +$8.71K +379 +0.7%
FNB
13
Farmers National Bank
Kentucky
$1.08M -$123K -5,338 -10%
ADL
14
Asset Dedication LLC
California
$952K +$362K +15,756 +65%
MML Investors Services
15
MML Investors Services
Massachusetts
$947K +$305K +13,270 +50%
IWC
16
Integrated Wealth Concepts
Massachusetts
$946K +$133K +5,793 +17%
PWP
17
Precedent Wealth Partners
Texas
$910K +$880K +38,301 New
Osaic Holdings
18
Osaic Holdings
Arizona
$789K -$22.6K -985 -3%
HGA
19
Hobbs Group Advisors
South Carolina
$728K +$704K +30,653 New
RJA
20
Raymond James & Associates
Florida
$716K +$383K +16,670 +124%
UBS Group
21
UBS Group
Switzerland
$704K +$150K +6,508 +28%
SC
22
Savant Capital
Illinois
$676K -$101K -4,387 -13%
VVP
23
Venture Visionary Partners
Ohio
$600K -$66.6K -2,898 -10%
RHP
24
Royal Harbor Partners
Texas
$470K – – –
HWM
25
Horizons Wealth Management
North Carolina
$449K +$27.5K +1,196 +7%
1
2 3