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Invesco BulletShares 2029 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Clark Asset Management
26
Clark Asset Management
New Hampshire
$2.21M -$59.2K -2,566 -3%
Kestra Advisory Services
27
Kestra Advisory Services
Texas
$2.02M +$198K +8,601 +11%
KWIA
28
Kinetic Wealth Investment Advisors
Ohio
$1.85M +$1.86M +80,405 New
VestGen Advisors
29
VestGen Advisors
Illinois
$1.84M +$114K +4,934 +7%
Key Financial Inc
30
Key Financial Inc
Pennsylvania
$1.84M -$717K -31,078 -28%
SignatureFD
31
SignatureFD
Georgia
$1.79M – – –
MML Investors Services
32
MML Investors Services
Massachusetts
$1.77M +$289K +12,516 +20%
Financial Solutions Advisory Group
33
Financial Solutions Advisory Group
Illinois
$1.67M – – –
Asset Dedication LLC
34
Asset Dedication LLC
California
$1.64M -$83.1K -3,603 -5%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$1.62M +$331K +14,335 +26%
PWM
36
Paulson Wealth Management
Illinois
$1.31M -$16.9K -733 -1%
Huntington National Bank
37
Huntington National Bank
Ohio
$1.22M – – –
FNB
38
Farmers National Bank
Kentucky
$1.22M +$15K +650 +1%
Mission Wealth Management
39
Mission Wealth Management
California
$1.18M +$954K +41,344 +413%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$1.07M -$900 -39 -0.1%
Anchor Investment Management
41
Anchor Investment Management
South Carolina
$1.05M +$438K +19,000 +72%
Willis Johnson & Associates
42
Willis Johnson & Associates
Texas
$996K +$6.85K +297 +0.7%
Carnegie Investment Counsel
43
Carnegie Investment Counsel
Ohio
$989K -$2.63K -114 -0.3%
Jacobi Capital Management
44
Jacobi Capital Management
Pennsylvania
$984K +$560K +24,250 +131%
Brown Advisory
45
Brown Advisory
Maryland
$951K +$51.2K +2,220 +6%
Sanctuary Advisors
46
Sanctuary Advisors
Indiana
$918K +$16.3K +707 +2%
AlphaStar Capital Management
47
AlphaStar Capital Management
North Carolina
$885K -$22.1K -957 -2%
Garrett Wealth Advisory Group
48
Garrett Wealth Advisory Group
Texas
$877K +$879K +38,098 New
Equitable Holdings
49
Equitable Holdings
New York
$841K -$15.6K -674 -2%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$835K +$837K +36,275 New