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Invesco BulletShares 2029 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$1.68M +$599K +26,544 +56%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.57M +$251K +11,098 +19%
Ameriprise
28
Ameriprise
Minnesota
$1.5M -$1.47M -64,915 -50%
IWC
29
Integrated Wealth Concepts
Massachusetts
$1.5M +$218K +9,667 +17%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.49M +$316K +13,971 +27%
ADL
31
Asset Dedication LLC
California
$1.49M +$125K +5,539 +9%
Lido Advisors
32
Lido Advisors
California
$1.34M
FNB
33
Farmers National Bank
Kentucky
$1.09M +$24.9K +1,104 +2%
ACM
34
AlphaStar Capital Management
North Carolina
$1.09M +$138K +6,128 +15%
CAM
35
Clark Asset Management
New Hampshire
$867K +$65.4K +2,896 +8%
S
36
SignatureFD
Georgia
$846K +$359K +15,887 +74%
EH
37
Equitable Holdings
New York
$778K +$92.7K +4,105 +14%
HNB
38
Huntington National Bank
Ohio
$778K
CA
39
CGN Advisors
Kansas
$671K -$576K -25,491 -46%
SPA
40
Sentinel Pension Advisors
Massachusetts
$651K -$19K -841 -3%
KOC
41
Koss-Olinger Consulting
Florida
$648K +$645K +28,555 New
MWM
42
Meridian Wealth Management
Kentucky
$594K +$99.7K +4,416 +20%
Stifel Financial
43
Stifel Financial
Missouri
$586K +$184K +8,164 +46%
TF
44
TLWM Financial
Texas
$527K
AA
45
Addison Advisors
Vermont
$518K +$45.3K +2,005 +10%
SG
46
StoneX Group
New York
$515K -$131K -5,813 -20%
MWM
47
Marietta Wealth Management
Georgia
$502K +$499K +22,085 New
HWM
48
Horizons Wealth Management
North Carolina
$483K +$15.7K +695 +3%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$455K -$80.9K -3,584 -15%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$449K +$197K +8,727 +79%