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Invesco BulletShares 2029 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
76
Opulen Financial Group
Virginia
$211K +$1.26K +56 +0.6%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$206K +$205K +9,062 New
DADC
78
D.A. Davidson & Co
Montana
$205K -$1.69K -75 -0.8%
CBT
79
Crews Bank & Trust
Florida
$196K
JP Morgan Chase
80
JP Morgan Chase
New York
$169K +$80.6K +3,569 +92%
KOCAA
81
Knights of Columbus Asset Advisors
Connecticut
$163K
LFG
82
Larson Financial Group
Missouri
$125K
FCAS
83
First Command Advisory Services
Texas
$119K -$205K -9,067 -63%
Comerica Bank
84
Comerica Bank
Texas
$108K
PS
85
Principal Securities
Iowa
$69.5K -$23.9K -1,058 -26%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$48.2K +$361 +16 +0.8%
FFA
87
Farther Finance Advisors
California
$33.7K +$33.5K +1,482 New
GRP
88
Global Retirement Partners
California
$27.3K +$27.1K +1,200 New
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$20K
HIA
90
Harbor Investment Advisory
Maryland
$15.9K
SPIA
91
Steward Partners Investment Advisory
New York
$9.79K -$126K -5,593 -93%
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$6.7K
AF
93
Advisornet Financial
Minnesota
$6.65K
RA
94
Rise Advisors
New York
$4.84K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$23 -$155K -6,874 -100%
Toronto Dominion Bank
96
Toronto Dominion Bank
Ontario, Canada
-$1.45M -63,738 Closed
PFG
97
PAX Financial Group
Texas
-$320K -14,056 Closed