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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$6.72M -$2.43M -107,324 -27%
HBT
2
Hills Bank & Trust
Iowa
$5.55M +$2.96M +131,171 +125%
Morgan Stanley
3
Morgan Stanley
New York
$2.61M +$1.77M +78,427 +240%
CA
4
CGN Advisors
Kansas
$2.23M +$108K +4,772 +5%
Invesco
5
Invesco
Georgia
$2.12M +$170K +7,543 +9%
KFI
6
Key Financial Inc
Pennsylvania
$1.9M +$276K +12,210 +18%
LPL Financial
7
LPL Financial
California
$1.72M +$227K +10,048 +16%
AUB
8
Atlantic Union Bankshares
Virginia
$1.47M +$338K +14,956 +31%
KAS
9
Kestra Advisory Services
Texas
$1.47M +$1.41M +62,395 New
DADC
10
D.A. Davidson & Co
Montana
$1.4M -$272K -12,037 -17%
UBS Group
11
UBS Group
Switzerland
$1.1M +$170K +7,540 +19%
FNB
12
Farmers National Bank
Kentucky
$1.04M -$16.8K -742 -2%
Bank of America
13
Bank of America
North Carolina
$998K +$364K +16,089 +61%
PWP
14
Precedent Wealth Partners
Texas
$918K +$883K +39,051 New
EH
15
Equitable Holdings
New York
$870K +$21.8K +964 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$771K +$73.5K +3,253 +11%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$740K +$259K +11,445 +57%
Osaic Holdings
18
Osaic Holdings
Arizona
$695K -$51.5K -2,278 -7%
ADL
19
Asset Dedication LLC
California
$663K +$107K +4,745 +20%
SFG
20
Sterling Financial Group
California
$660K – – –
AWM
21
Avior Wealth Management
Nebraska
$656K +$370K +16,366 +142%
HGA
22
Hobbs Group Advisors
South Carolina
$618K +$595K +26,309 New
MLA
23
MB, Levis & Associates
Pennsylvania
$613K +$70.6K +3,123 +14%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$549K -$34.4K -1,524 -6%
FA
25
FF Advisors
California
$507K +$487K +21,560 New
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