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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
$10.5M +$3.92M +167,676 +59%
HBT
2
Hills Bank & Trust
Iowa
$5.5M +$12.4K +532 +0.2%
Jane Street
3
Jane Street
New York
$3.77M +$3.79M +162,382 New
CIM
4
Confluence Investment Management
Missouri
$2.92M +$2.93M +125,525 New
Morgan Stanley
5
Morgan Stanley
New York
$2.73M +$152K +6,511 +6%
Invesco
6
Invesco
Georgia
$2.39M +$294K +12,597 +14%
KFI
7
Key Financial Inc
Pennsylvania
$2.14M +$267K +11,433 +14%
SFG
8
Sterling Financial Group
California
$2.01M +$1.37M +58,551 +208%
Bank of America
9
Bank of America
North Carolina
$1.83M +$843K +36,088 +85%
LPL Financial
10
LPL Financial
California
$1.75M +$54.2K +2,320 +3%
AUB
11
Atlantic Union Bankshares
Virginia
$1.54M +$84.7K +3,629 +6%
CA
12
CGN Advisors
Kansas
$1.49M -$725K -31,059 -33%
KAS
13
Kestra Advisory Services
Texas
$1.36M -$87.6K -3,750 -6%
PWP
14
Precedent Wealth Partners
Texas
$1.17M +$259K +11,080 +28%
UBS Group
15
UBS Group
Switzerland
$1.12M +$31.8K +1,363 +3%
FNB
16
Farmers National Bank
Kentucky
$981K -$45.3K -1,938 -4%
AWM
17
Avior Wealth Management
Nebraska
$878K +$230K +9,869 +35%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$850K +$88.2K +3,778 +12%
EH
19
Equitable Holdings
New York
$792K -$69.2K -2,962 -8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$785K +$53.7K +2,299 +7%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$768K +$386K +16,531 +100%
MLA
22
MB, Levis & Associates
Pennsylvania
$741K +$136K +5,828 +22%
ADL
23
Asset Dedication LLC
California
$711K +$53.8K +2,305 +8%
Osaic Holdings
24
Osaic Holdings
Arizona
$647K -$40.9K -1,753 -6%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$588K +$45.1K +1,931 +8%
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