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Invesco BulletShares 2029 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Addison Advisors
Vermont
$578K
TF
52
TLWM Financial
Texas
$540K +$7.3K +316 +1%
HWM
53
Horizons Wealth Management
North Carolina
$539K +$43.4K +1,877 +9%
CFGA
54
Cambridge Financial Group (Arizona)
Arizona
$531K
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$523K +$243K +10,512 +87%
HWM
56
Howard Wealth Management
Connecticut
$518K +$190K +8,215 +58%
CIC
57
Carnegie Investment Counsel
Ohio
$500K +$167K +7,225 +50%
Stifel Financial
58
Stifel Financial
Missouri
$500K -$57K -2,467 -10%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$494K +$32.3K +1,399 +7%
STA
60
Summit Trail Advisors
New York
$487K +$486K +21,040 New
SWM
61
Silverlake Wealth Management
Vermont
$477K +$43.5K +1,882 +10%
HGA
62
Hobbs Group Advisors
South Carolina
$464K +$6.45K +279 +1%
SG
63
StoneX Group
New York
$433K -$624 -27 -0.1%
JCM
64
Jacobi Capital Management
Pennsylvania
$428K +$76.3K +3,300 +22%
IIM
65
Invariant Investment Management
Pennsylvania
$402K +$400K +17,293 New
CA
66
Clearstead Advisors
Ohio
$399K +$99.8K +4,321 +33%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$394K +$182K +7,876 +87%
WWA
68
Wingate Wealth Advisors
Massachusetts
$362K +$2.36K +102 +0.7%
IA
69
IFG Advisory
Georgia
$359K +$145K +6,284 +68%
CW
70
Cooksen Wealth
Texas
$352K
BPA
71
Beacon Pointe Advisors
California
$343K -$196K -8,499 -36%
FA
72
FF Advisors
California
$340K
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$335K
WCM
74
WealthBridge Capital Management
Ohio
$310K +$6.79K +294 +2%
PTC
75
Private Trust Company
Ohio
$309K +$73.3K +3,172 +31%