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Invesco BulletShares 2030 Municipal Bond ETF
BSMU

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$8.38M -$80.4K -3,663 -0.9%
LPL Financial
2
LPL Financial
California
$8.1M +$2.22M +101,314 +37%
HBT
3
Hills Bank & Trust
Iowa
$7.11M +$5.93M +270,434 +477%
CIM
4
Confluence Investment Management
Missouri
$5.52M -$244K -11,126 -4%
Bank of America
5
Bank of America
North Carolina
$4.5M +$258K +11,770 +6%
EFP
6
Envision Financial Planning
Tennessee
$3.9M -$328K -14,941 -8%
Raymond James Financial
7
Raymond James Financial
Florida
$3.74M +$3.78M +172,115 New
AUB
8
Atlantic Union Bankshares
Virginia
$3.14M +$765K +34,866 +32%
Invesco
9
Invesco
Georgia
$3.05M -$47.6K -2,170 -2%
IWP
10
Insight Wealth Partners
Texas
$2.91M -$24.2K -1,103 -0.8%
SA
11
Sanctuary Advisors
Indiana
$2.89M +$2.91M +132,637 New
AI
12
Atria Investments
North Carolina
$2.82M +$2.85M +129,957 New
KFI
13
Key Financial Inc
Pennsylvania
$2.54M +$45K +2,050 +2%
PA
14
Pineridge Advisors
Missouri
$2.14M +$88.1K +4,013 +4%
Morgan Stanley
15
Morgan Stanley
New York
$2.09M +$270K +12,290 +15%
Jane Street
16
Jane Street
New York
$1.99M +$922K +42,005 +84%
LPT
17
Legacy Private Trust
Wisconsin
$1.92M – – –
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.89M +$777K +35,391 +69%
Toronto Dominion Bank
19
Toronto Dominion Bank
Ontario, Canada
$1.82M +$1.84M +83,994 New
KAS
20
Kestra Advisory Services
Texas
$1.81M -$32.1K -1,464 -2%
AWM
21
AE Wealth Management
Kansas
$1.78M +$96.4K +4,395 +6%
PWP
22
Precedent Wealth Partners
Texas
$1.61M +$63.2K +2,878 +4%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.54M +$106K +4,822 +7%
MA
24
MONECO Advisors
Connecticut
$1.27M +$314K +14,298 +32%
MLA
25
MB, Levis & Associates
Pennsylvania
$1.23M +$30.4K +1,386 +3%
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