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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
$11.3M +$888K +38,643 +9%
HBT
2
Hills Bank & Trust
Iowa
$5.53M +$110K +4,789 +2%
Ameriprise
3
Ameriprise
Minnesota
$5.27M +$5.29M +230,177 New
Bank of America
4
Bank of America
North Carolina
$4.86M +$3.07M +133,395 +170%
Jane Street
5
Jane Street
New York
$3.22M -$503K -21,882 -13%
Morgan Stanley
6
Morgan Stanley
New York
$3.03M +$334K +14,544 +12%
CIM
7
Confluence Investment Management
Missouri
$2.84M -$35.4K -1,540 -1%
Invesco
8
Invesco
Georgia
$2.81M +$452K +19,647 +19%
KFI
9
Key Financial Inc
Pennsylvania
$2.35M +$239K +10,410 +11%
SFG
10
Sterling Financial Group
California
$2.06M +$72.9K +3,171 +4%
LPL Financial
11
LPL Financial
California
$1.94M +$213K +9,278 +12%
KAS
12
Kestra Advisory Services
Texas
$1.77M +$425K +18,494 +32%
AUB
13
Atlantic Union Bankshares
Virginia
$1.76M +$243K +10,560 +16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.41M +$639K +27,785 +82%
PWP
15
Precedent Wealth Partners
Texas
$1.34M +$194K +8,446 +17%
CA
16
CGN Advisors
Kansas
$1.28M -$184K -7,990 -12%
UBS Group
17
UBS Group
Switzerland
$1.06M -$42.6K -1,855 -4%
MLA
18
MB, Levis & Associates
Pennsylvania
$1.04M +$312K +13,589 +43%
AWM
19
Avior Wealth Management
Nebraska
$1.01M +$148K +6,435 +17%
FNB
20
Farmers National Bank
Kentucky
$993K +$25.6K +1,112 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$968K +$130K +5,645 +15%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$820K +$62.7K +2,728 +8%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$814K +$635K +27,637 +350%
ADL
24
Asset Dedication LLC
California
$750K +$49.1K +2,138 +7%
Osaic Holdings
25
Osaic Holdings
Arizona
$721K +$82.7K +3,596 +13%
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