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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
$14.7M +$1.43M +61,687 +11%
Wells Fargo
2
Wells Fargo
California
$13.4M +$641K +27,762 +5%
Invesco
3
Invesco
Georgia
$6.49M +$947K +40,970 +17%
KCM
4
Kathmere Capital Management
Pennsylvania
$6.31M -$122K -5,294 -2%
LPL Financial
5
LPL Financial
California
$6.29M +$551K +23,866 +10%
Bank of America
6
Bank of America
North Carolina
$6.13M +$554K +23,954 +10%
Morgan Stanley
7
Morgan Stanley
New York
$5.77M +$209K +9,029 +4%
AWM
8
Avior Wealth Management
Nebraska
$4.67M +$545K +23,576 +13%
Raymond James Financial
9
Raymond James Financial
Florida
$4.66M +$836K +36,177 +22%
HighTower Advisors
10
HighTower Advisors
Illinois
$4.63M +$1.54M +66,723 +50%
CVA
11
Central Valley Advisors
California
$4.4M +$6.93K +300 +0.2%
UBS Group
12
UBS Group
Switzerland
$4.18M +$960K +41,558 +30%
AUB
13
Atlantic Union Bankshares
Virginia
$4.1M -$16.3K -705 -0.4%
NA
14
NewEdge Advisors
Louisiana
$3.96M +$340K +14,730 +9%
SFA
15
Sequoia Financial Advisors
Ohio
$3.92M +$3.91M +169,318 New
PWP
16
Precedent Wealth Partners
Texas
$3.55M +$322K +13,952 +10%
MA
17
MONECO Advisors
Connecticut
$3.09M +$104K +4,501 +3%
KFI
18
Key Financial Inc
Pennsylvania
$2.79M +$25K +1,080 +0.9%
IWC
19
Integrated Wealth Concepts
Massachusetts
$2.61M +$566K +24,475 +28%
Lido Advisors
20
Lido Advisors
California
$2.46M +$250K +10,800 +11%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.27M +$15.4K +665 +0.7%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$2.2M +$213K +9,237 +11%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.18M +$305K +13,190 +16%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.11M -$1.62M -70,126 -44%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.08M +$309K +13,394 +18%
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