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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
1
Hills Bank & Trust
Iowa
$7.56M -$2.5M -119,320 -25%
HighTower Advisors
2
HighTower Advisors
Illinois
$7.03M +$673K +32,078 +11%
CIM
3
Confluence Investment Management
Missouri
$6.1M -$431K -20,548 -7%
LPL Financial
4
LPL Financial
California
$6.05M +$694K +33,055 +13%
Morgan Stanley
5
Morgan Stanley
New York
$5.81M +$416K +19,813 +8%
Bank of America
6
Bank of America
North Carolina
$5.29M +$392K +18,687 +8%
AUB
7
Atlantic Union Bankshares
Virginia
$5.04M +$1.09M +51,741 +27%
PWP
8
Precedent Wealth Partners
Texas
$4.53M +$295K +14,039 +7%
Invesco
9
Invesco
Georgia
$4.3M +$1.93K +92 +0%
Raymond James Financial
10
Raymond James Financial
Florida
$4.18M +$134K +6,367 +3%
Lido Advisors
11
Lido Advisors
California
$4.11M – – –
UBS Group
12
UBS Group
Switzerland
$4.05M -$864K -41,179 -18%
CVA
13
Central Valley Advisors
California
$3.8M -$153K -7,311 -4%
AWM
14
Avior Wealth Management
Nebraska
$3.21M -$1.48M -70,401 -32%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.1M +$127K +6,048 +4%
MA
16
MONECO Advisors
Connecticut
$2.92M +$99.3K +4,732 +4%
LPT
17
Legacy Private Trust
Wisconsin
$2.55M +$1.28M +61,176 +101%
EFP
18
Envision Financial Planning
Tennessee
$2.47M +$158K +7,543 +7%
CSP
19
Cary Street Partners
Virginia
$2.3M +$727K +34,640 +46%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$2.27M -$2.77K -132 -0.1%
CAM
21
Clark Asset Management
New Hampshire
$2.23M +$278K +13,248 +14%
PWM
22
Parkway Wealth Management
Texas
$2.21M +$67.9K +3,234 +3%
KAS
23
Kestra Advisory Services
Texas
$2.02M +$103K +4,909 +5%
Wells Fargo
24
Wells Fargo
California
$1.99M +$812K +38,699 +69%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.97M +$259K +12,360 +15%
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