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Invesco BulletShares 2029 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HBT
1
Hills Bank & Trust
Iowa
$15.3M +$131K +5,669 +0.9%
Wells Fargo
2
Wells Fargo
California
$13.1M -$442K -19,144 -3%
Raymond James Financial
3
Raymond James Financial
Florida
$8.79M +$4.21M +182,426 +91%
LPL Financial
4
LPL Financial
California
$7.47M +$570K +24,711 +8%
Invesco
5
Invesco
Georgia
$6.99M +$167K +7,258 +2%
AUB
6
Atlantic Union Bankshares
Virginia
$6.95M +$2.56M +111,125 +58%
Bank of America
7
Bank of America
North Carolina
$6.75M +$33.2K +1,438 +0.5%
KCM
8
Kathmere Capital Management
Pennsylvania
$6.33M +$533K +23,088 +9%
IWC
9
Integrated Wealth Concepts
Massachusetts
$5.78M +$2.66M +115,377 +85%
Morgan Stanley
10
Morgan Stanley
New York
$5.71M +$65.5K +2,837 +1%
HighTower Advisors
11
HighTower Advisors
Illinois
$5.19M +$101K +4,359 +2%
NA
12
NewEdge Advisors
Louisiana
$4.98M +$391K +16,948 +8%
AWM
13
Avior Wealth Management
Nebraska
$4.45M -$838K -36,321 -16%
PWP
14
Precedent Wealth Partners
Texas
$4.12M +$293K +12,680 +8%
CVA
15
Central Valley Advisors
California
$3.91M -$155K -6,726 -4%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.9M +$1.17M +50,801 +43%
MA
17
MONECO Advisors
Connecticut
$3.64M +$113K +4,897 +3%
UBS Group
18
UBS Group
Switzerland
$3.58M -$1.81M -78,581 -34%
LPT
19
Legacy Private Trust
Wisconsin
$3.05M +$1.04M +45,151 +52%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.6M +$65.1K +2,822 +3%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.54M +$270K +11,688 +12%
SFA
22
Sequoia Financial Advisors
Ohio
$2.48M -$1.21M -52,357 -33%
Lido Advisors
23
Lido Advisors
California
$2.45M
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.44M -$34.4K -1,490 -1%
CIM
25
Confluence Investment Management
Missouri
$2.22M -$184K -7,953 -8%