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Invesco BulletShares 2029 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.27M +$206K +8,903 +19%
CA
27
CGN Advisors
Kansas
$1.22M -$67.6K -2,923 -5%
ADL
28
Asset Dedication LLC
California
$1.2M +$356K +15,415 +42%
ACM
29
AlphaStar Capital Management
North Carolina
$1.17M +$1.18M +50,882 New
IWC
30
Integrated Wealth Concepts
Massachusetts
$1.16M +$608K +26,312 +108%
NA
31
NewEdge Advisors
Louisiana
$1.11M +$1.12M +48,342 New
FNB
32
Farmers National Bank
Kentucky
$1.06M +$1.07M +46,227 New
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$981K +$988K +42,759 New
CAM
34
Clark Asset Management
New Hampshire
$804K +$76.4K +3,306 +10%
HGA
35
Hobbs Group Advisors
South Carolina
$716K +$2.82K +122 +0.4%
EH
36
Equitable Holdings
New York
$681K +$46.8K +2,024 +7%
MML Investors Services
37
MML Investors Services
Massachusetts
$659K +$362K +15,650 +120%
HNB
38
Huntington National Bank
Ohio
$633K
SG
39
StoneX Group
New York
$630K +$635K +27,449 New
SPA
40
Sentinel Pension Advisors
Massachusetts
$597K +$149K +6,459 +33%
TF
41
TLWM Financial
Texas
$530K +$277K +11,966 +108%
CIC
42
Carnegie Investment Counsel
Ohio
$475K +$478K +20,692 New
HWM
43
Horizons Wealth Management
North Carolina
$472K +$34.8K +1,507 +8%
AA
44
Addison Advisors
Vermont
$464K -$5.2K -225 -1%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$439K +$11.1K +480 +3%
BFA
46
Bill Few Associates
Pennsylvania
$401K +$201K +8,695 +99%
PTC
47
Private Trust Company
Ohio
$386K +$389K +16,843 New
MWM
48
Meridian Wealth Management
Kentucky
$375K
BPA
49
Beacon Pointe Advisors
California
$373K -$50.3K -2,174 -12%
FA
50
FF Advisors
California
$362K -$193K -8,340 -35%