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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
$12M +$769K +32,616 +7%
Morgan Stanley
2
Morgan Stanley
New York
$9.39M +$772K +32,768 +9%
Invesco
3
Invesco
Georgia
$9.31M +$445K +18,876 +5%
Raymond James Financial
4
Raymond James Financial
Florida
$8.15M +$3.17M +134,582 +63%
Truist Financial
5
Truist Financial
North Carolina
$7.05M +$56.3K +2,389 +0.8%
Bank of America
6
Bank of America
North Carolina
$6.85M +$836K +35,458 +14%
UBS Group
7
UBS Group
Switzerland
$6.19M +$887K +37,609 +17%
HBT
8
Hills Bank & Trust
Iowa
$5.78M +$680K +28,842 +13%
SF
9
Summit Financial
New Jersey
$5.1M +$32K +1,356 +0.6%
KCM
10
Kathmere Capital Management
Pennsylvania
$4.93M -$479K -20,311 -9%
NA
11
NewEdge Advisors
Louisiana
$4.86M +$595K +25,220 +14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.62M -$2.17K -92 -0%
CVA
13
Central Valley Advisors
California
$4.07M -$317K -13,447 -7%
PWP
14
Precedent Wealth Partners
Texas
$3.93M +$235K +9,956 +6%
CCW
15
Coastline Complete Wealth
South Carolina
$3.9M +$2.24M +95,112 +133%
Wells Fargo
16
Wells Fargo
California
$3.9M -$184K -7,795 -4%
MA
17
MONECO Advisors
Connecticut
$3.71M +$489K +20,726 +15%
IWC
18
Integrated Wealth Concepts
Massachusetts
$3.65M +$345K +14,644 +10%
AUB
19
Atlantic Union Bankshares
Virginia
$3.44M +$234K +9,946 +7%
KFI
20
Key Financial Inc
Pennsylvania
$3.43M -$1.44M -61,155 -29%
FSAG
21
Financial Solutions Advisory Group
Illinois
$3.24M +$3.26M +138,381 New
HighTower Advisors
22
HighTower Advisors
Illinois
$3.03M +$296K +12,566 +11%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.01M +$124K +5,250 +4%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.69M +$287K +12,160 +12%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$2.67M +$2.09M +88,589 +347%
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