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Invesco BulletShares 2029 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$353K +$9.96K +431 +3%
CW
52
Cooksen Wealth
Texas
$349K
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$332K +$335K +14,491 New
SWM
54
Silverlake Wealth Management
Vermont
$324K +$19.9K +862 +7%
HWM
55
Howard Wealth Management
Connecticut
$287K +$46K +1,990 +19%
FIM
56
Freedom Investment Management
Connecticut
$280K +$282K +12,185 New
WCM
57
WealthBridge Capital Management
Ohio
$269K +$29.5K +1,278 +12%
PWM
58
Paulson Wealth Management
Illinois
$262K +$264K +11,435 New
JCM
59
Jacobi Capital Management
Pennsylvania
$260K +$13.9K +600 +6%
SC
60
Savant Capital
Illinois
$250K -$106K -4,584 -30%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$250K -$4.23K -183 -2%
SA
62
Sanctuary Advisors
Indiana
$244K +$246K +10,636 New
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$214K -$67.4K -2,914 -24%
DADC
64
D.A. Davidson & Co
Montana
$209K
PFG
65
PAX Financial Group
Texas
$202K +$204K +8,815 New
ACA
66
Aptus Capital Advisors
Alabama
$200K
WWA
67
Wingate Wealth Advisors
Massachusetts
$200K +$201K +8,704 New
CBT
68
Crews Bank & Trust
Florida
$198K +$200K +8,650 New
KOCAA
69
Knights of Columbus Asset Advisors
Connecticut
$165K
YP
70
YANKCOM Partnership
South Dakota
$125K +$126K +5,434 New
Jones Financial Companies
71
Jones Financial Companies
Missouri
$121K +$22.3K +966 +22%
Comerica Bank
72
Comerica Bank
Texas
$110K
FCAS
73
First Command Advisory Services
Texas
$95.1K +$13.4K +580 +16%
PS
74
Principal Securities
Iowa
$94.5K +$95.2K +4,118 New
JP Morgan Chase
75
JP Morgan Chase
New York
$80.3K +$78.2K +3,383 +2,891%