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Invesco BulletShares 2030 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$2.26M +$165K +7,517 +8%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.97M +$512K +23,395 +35%
EFP
28
Envision Financial Planning
Tennessee
$1.82M +$54K +2,463 +3%
Key Financial Inc
29
Key Financial Inc
Pennsylvania
$1.78M -$718K -32,767 -29%
VestGen Advisors
30
VestGen Advisors
Illinois
$1.67M +$263K +11,988 +19%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.62M +$60.1K +2,743 +4%
AE Wealth Management
32
AE Wealth Management
Kansas
$1.59M -$442K -20,187 -22%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.54M +$292K +13,343 +23%
Asset Dedication LLC
34
Asset Dedication LLC
California
$1.42M -$42.9K -1,957 -3%
Integrated Wealth Concepts
35
Integrated Wealth Concepts
Massachusetts
$1.37M +$313K +14,293 +30%
FNB
36
Farmers National Bank
Kentucky
$1.35M +$22.4K +1,024 +2%
Huntington National Bank
37
Huntington National Bank
Ohio
$1.27M – – –
KWIA
38
Kinetic Wealth Investment Advisors
Ohio
$1.18M +$1.18M +53,773 New
Mission Wealth Management
39
Mission Wealth Management
California
$1.12M +$1.12M +50,984 New
SignatureFD
40
SignatureFD
Georgia
$1.1M – – –
Willis Johnson & Associates
41
Willis Johnson & Associates
Texas
$994K +$7.1K +324 +0.7%
Jacobi Capital Management
42
Jacobi Capital Management
Pennsylvania
$985K +$559K +25,500 +131%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$960K +$12.7K +581 +1%
Fourpath Capital Management
44
Fourpath Capital Management
Oklahoma
$877K – – –
SVWA
45
Sarver Vrooman Wealth Advisors
Missouri
$854K +$1.69K +77 +0.2%
Stifel Financial
46
Stifel Financial
Missouri
$809K +$95K +4,338 +13%
AlphaStar Capital Management
47
AlphaStar Capital Management
North Carolina
$778K -$8.85K -404 -1%
PWM
48
Paulson Wealth Management
Illinois
$751K +$307 +14 +0%
Marietta Wealth Management
49
Marietta Wealth Management
Georgia
$716K – – –
Wedmont Private Capital
50
Wedmont Private Capital
Pennsylvania
$708K +$709K +32,350 New