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Invesco BulletShares 2028 Municipal Bond ETF
BSMS

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$6.76M +$867K +36,978 +15%
CIM
2
Confluence Investment Management
Missouri
$6.24M -$48.7K -2,078 -0.8%
Wells Fargo
3
Wells Fargo
California
$5.93M +$972K +41,459 +19%
Morgan Stanley
4
Morgan Stanley
New York
$4.75M +$500K +21,323 +12%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.56M +$41.7K +1,779 +0.9%
Invesco
6
Invesco
Georgia
$4.28M -$178K -7,612 -4%
Bank of America
7
Bank of America
North Carolina
$4.08M -$139K -5,926 -3%
KFI
8
Key Financial Inc
Pennsylvania
$3.76M +$133K +5,655 +4%
UBS Group
9
UBS Group
Switzerland
$3.67M +$1.86M +79,475 +102%
NA
10
NewEdge Advisors
Louisiana
$3.13M +$306K +13,037 +11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.89M +$756K +32,236 +35%
Raymond James Financial
12
Raymond James Financial
Florida
$2.82M +$2.83M +120,901 New
ADL
13
Asset Dedication LLC
California
$1.79M +$296K +12,607 +20%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$1.78M +$78.3K +3,340 +5%
PWP
15
Precedent Wealth Partners
Texas
$1.75M +$107K +4,581 +7%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.55M +$11K +470 +0.7%
Lido Advisors
17
Lido Advisors
California
$1.5M +$1.5M +64,181 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$1.44M +$605K +25,823 +72%
MA
19
MONECO Advisors
Connecticut
$1.44M +$328K +13,979 +29%
CA
20
CGN Advisors
Kansas
$1.3M +$6.19K +264 +0.5%
Stifel Financial
21
Stifel Financial
Missouri
$1.18M -$125K -5,347 -10%
ACM
22
AlphaStar Capital Management
North Carolina
$1.16M +$126K +5,382 +12%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.15M +$89K +3,798 +8%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.13M +$214K +9,110 +23%
SFG
25
Sterling Financial Group
California
$1.12M +$490K +20,901 +77%
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