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Invesco BulletShares 2029 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$817K +$94.5K +4,094 +13%
Harbour Investments
52
Harbour Investments
Wisconsin
$790K -$49.1K -2,129 -6%
Fourpath Capital Management
53
Fourpath Capital Management
Oklahoma
$745K – – –
Wedmont Private Capital
54
Wedmont Private Capital
Pennsylvania
$717K +$717K +31,078 New
Marietta Wealth Management
55
Marietta Wealth Management
Georgia
$713K – – –
Sentinel Pension Advisors
56
Sentinel Pension Advisors
Massachusetts
$662K +$415 +18 +0.1%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$648K +$440K +19,083 +211%
Meridian Wealth Management
58
Meridian Wealth Management
Kentucky
$621K – – –
Howard Wealth Management
59
Howard Wealth Management
Connecticut
$605K +$20.1K +870 +3%
Jane Street
60
Jane Street
New York
$595K -$1.39M -60,152 -70%
Private Trust Company
61
Private Trust Company
Ohio
$542K +$33.7K +1,461 +7%
Hobbs Group Advisors
62
Hobbs Group Advisors
South Carolina
$534K -$13.2K -570 -2%
Aptus Capital Advisors
63
Aptus Capital Advisors
Alabama
$524K +$66.8K +2,893 +15%
TLWM Financial
64
TLWM Financial
Texas
$510K – – –
IFG Advisory
65
IFG Advisory
Georgia
$507K +$508K +22,003 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$499K +$22.7K +984 +5%
HUB Investment Partners
67
HUB Investment Partners
Texas
$474K +$180K +7,801 +61%
Heritage Trust
68
Heritage Trust
Oklahoma
$452K +$55.3K +2,398 +14%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$423K -$208K -9,032 -33%
Clearstead Advisors
70
Clearstead Advisors
Ohio
$397K – – –
Invariant Investment Management
71
Invariant Investment Management
Pennsylvania
$389K +$2.19K +95 +0.6%
Creative Planning
72
Creative Planning
Kansas
$374K +$375K +16,243 New
Beacon Pointe Advisors
73
Beacon Pointe Advisors
California
$374K +$69 +3 +0%
Private Advisor Group
74
Private Advisor Group
New Jersey
$366K +$154K +6,674 +73%
Wingate Wealth Advisors
75
Wingate Wealth Advisors
Massachusetts
$365K +$2.54K +110 +0.7%