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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
$10.5M +$1.56M +72,006 +18%
LPL Financial
2
LPL Financial
California
$9.53M +$765K +35,240 +9%
HBT
3
Hills Bank & Trust
Iowa
$5.36M +$2.75M +126,745 +108%
SWA
4
Stratos Wealth Advisors
Ohio
$5.27M +$2.65M +122,208 +103%
Bank of America
5
Bank of America
North Carolina
$4.9M -$172K -7,926 -3%
AUB
6
Atlantic Union Bankshares
Virginia
$4.13M +$208K +9,562 +5%
CVA
7
Central Valley Advisors
California
$3.95M +$3.91M +180,094 New
Morgan Stanley
8
Morgan Stanley
New York
$3.83M +$1.2M +55,249 +46%
Invesco
9
Invesco
Georgia
$3.71M +$209K +9,616 +6%
UBS Group
10
UBS Group
Switzerland
$3.65M +$151K +6,955 +4%
Lido Advisors
11
Lido Advisors
California
$3.6M +$1.78M +82,200 +100%
PWP
12
Precedent Wealth Partners
Texas
$3.55M +$473K +21,803 +16%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.23M +$540K +24,860 +20%
MA
14
MONECO Advisors
Connecticut
$3.16M +$268K +12,354 +9%
Raymond James Financial
15
Raymond James Financial
Florida
$3.12M +$328K +15,132 +12%
CIM
16
Confluence Investment Management
Missouri
$2.8M -$2.47M -113,887 -47%
KFI
17
Key Financial Inc
Pennsylvania
$2.61M +$9.05K +417 +0.4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.58M +$1.58M +72,750 +162%
KAS
19
Kestra Advisory Services
Texas
$2.57M +$448K +20,645 +21%
IWP
20
Insight Wealth Partners
Texas
$2.27M -$32.3K -1,486 -1%
AWM
21
AE Wealth Management
Kansas
$2.23M +$95.8K +4,414 +5%
LPT
22
Legacy Private Trust
Wisconsin
$1.99M -$283K -13,036 -13%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.79M -$33K -1,518 -2%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$1.76M +$707K +32,557 +68%
EFP
25
Envision Financial Planning
Tennessee
$1.68M +$200K +9,195 +14%
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