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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
$11.2M +$1.2M +51,111 +12%
Invesco
2
Invesco
Georgia
$8.91M +$3.33M +142,158 +60%
Morgan Stanley
3
Morgan Stanley
New York
$8.67M -$1.09M -46,537 -11%
Truist Financial
4
Truist Financial
North Carolina
$7.02M +$99.2K +4,231 +1%
Bank of America
5
Bank of America
North Carolina
$6.05M +$369K +15,729 +7%
KCM
6
Kathmere Capital Management
Pennsylvania
$5.43M -$153K -6,513 -3%
UBS Group
7
UBS Group
Switzerland
$5.33M +$1.08M +46,088 +26%
HBT
8
Hills Bank & Trust
Iowa
$5.12M +$839K +35,806 +20%
SF
9
Summit Financial
New Jersey
$5.09M +$1.99K +85 +0%
Raymond James Financial
10
Raymond James Financial
Florida
$5.02M +$1.11M +47,426 +29%
KFI
11
Key Financial Inc
Pennsylvania
$4.89M +$676K +28,851 +16%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.64M -$1.55M -66,282 -25%
CVA
13
Central Valley Advisors
California
$4.4M +$14.6K +621 +0.3%
NA
14
NewEdge Advisors
Louisiana
$4.28M +$340K +14,497 +9%
Wells Fargo
15
Wells Fargo
California
$4.1M -$1.9M -81,243 -32%
PWP
16
Precedent Wealth Partners
Texas
$3.71M +$276K +11,768 +8%
IWC
17
Integrated Wealth Concepts
Massachusetts
$3.32M +$545K +23,248 +20%
MA
18
MONECO Advisors
Connecticut
$3.24M +$151K +6,422 +5%
AUB
19
Atlantic Union Bankshares
Virginia
$3.23M +$3.22M +137,263 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.9M +$192K +8,184 +7%
ADL
21
Asset Dedication LLC
California
$2.87M +$527K +22,467 +23%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.75M +$1.38M +59,017 +102%
IIM
23
Invariant Investment Management
Pennsylvania
$2.65M +$2.64M +112,513 New
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$2.55M +$184K +7,853 +8%
SA
25
Sanctuary Advisors
Indiana
$2.52M +$29.4K +1,252 +1%
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