We are live on ! Find out more
BSMU icon

Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$6.76M -$3.03M -141,375 -32%
IWP
2
Insight Wealth Partners
Texas
$3.79M -$55.3K -2,578 -2%
EFP
3
Envision Financial Planning
Tennessee
$3.65M +$231K +10,794 +7%
LPL Financial
4
LPL Financial
California
$3.4M +$371K +17,303 +13%
AWM
5
AE Wealth Management
Kansas
$3.2M +$1.31M +61,187 +74%
LPT
6
Legacy Private Trust
Wisconsin
$2.99M +$1.53M +71,358 +115%
PA
7
Pineridge Advisors
Missouri
$2.79M +$2.67M +124,490 New
CA
8
CGN Advisors
Kansas
$2.25M +$107K +4,980 +5%
Invesco
9
Invesco
Georgia
$2.2M +$1.23M +57,406 +141%
KFI
10
Key Financial Inc
Pennsylvania
$1.9M +$275K +12,825 +18%
AUB
11
Atlantic Union Bankshares
Virginia
$1.49M +$338K +15,784 +31%
Bank of America
12
Bank of America
North Carolina
$1.49M +$327K +15,250 +30%
FNB
13
Farmers National Bank
Kentucky
$1.21M -$185K -8,649 -14%
KAS
14
Kestra Advisory Services
Texas
$1.13M +$1.08M +50,252 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.04M +$990K +46,179 New
PWP
16
Precedent Wealth Partners
Texas
$848K +$811K +37,836 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$760K -$541K -25,231 -43%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$752K +$152K +7,087 +27%
MLA
19
MB, Levis & Associates
Pennsylvania
$751K +$202K +9,429 +39%
Jane Street
20
Jane Street
New York
$679K -$2.44M -113,942 -79%
SFG
21
Sterling Financial Group
California
$662K – – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$617K +$186K +8,654 +46%
EH
23
Equitable Holdings
New York
$531K -$32.3K -1,508 -6%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$519K -$64K -2,985 -11%
TF
25
TLWM Financial
Texas
$518K +$495K +23,114 New
1
2