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Invesco BulletShares 2029 Municipal Bond ETF
BSMT

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
1
Hills Bank & Trust
Iowa
$13.2M -$898K -39,179 -6%
Wells Fargo
2
Wells Fargo
California
$12.7M +$1.3M +56,831 +11%
KCM
3
Kathmere Capital Management
Pennsylvania
$6.42M -$201K -8,756 -3%
LPL Financial
4
LPL Financial
California
$5.73M +$744K +32,476 +15%
Bank of America
5
Bank of America
North Carolina
$5.56M +$134K +5,829 +2%
Morgan Stanley
6
Morgan Stanley
New York
$5.55M +$1.2M +52,477 +28%
Invesco
7
Invesco
Georgia
$5.53M +$517K +22,538 +10%
SFG
8
Sterling Financial Group
California
$4.78M +$2.62M +114,491 +124%
CVA
9
Central Valley Advisors
California
$4.39M +$31.6K +1,378 +0.7%
AWM
10
Avior Wealth Management
Nebraska
$4.12M +$552K +24,089 +16%
AUB
11
Atlantic Union Bankshares
Virginia
$4.11M +$209K +9,140 +5%
Raymond James Financial
12
Raymond James Financial
Florida
$3.81M +$239K +10,428 +7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.72M +$325K +14,182 +10%
NA
14
NewEdge Advisors
Louisiana
$3.61M +$183K +8,003 +5%
PWP
15
Precedent Wealth Partners
Texas
$3.22M +$482K +21,019 +18%
UBS Group
16
UBS Group
Switzerland
$3.21M +$475K +20,741 +18%
VA
17
VestGen Advisors
Illinois
$3.13M -$98.2K -4,284 -3%
HighTower Advisors
18
HighTower Advisors
Illinois
$3.08M +$496K +21,649 +19%
MA
19
MONECO Advisors
Connecticut
$2.98M +$210K +9,159 +8%
KFI
20
Key Financial Inc
Pennsylvania
$2.76M +$65.5K +2,860 +2%
CIM
21
Confluence Investment Management
Missouri
$2.48M -$2.75M -120,026 -53%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.25M -$153K -6,662 -6%
Lido Advisors
23
Lido Advisors
California
$2.21M +$841K +36,700 +62%
IWC
24
Integrated Wealth Concepts
Massachusetts
$2.04M +$517K +22,565 +34%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$1.98M +$277K +12,068 +16%
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