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Invesco BulletShares 2031 Municipal Bond ETF
BSMV

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$7.09M +$1.5M +71,520 +26%
EFP
2
Envision Financial Planning
Tennessee
$4.37M +$90.4K +4,320 +2%
Bank of America
3
Bank of America
North Carolina
$3.82M +$321K +15,363 +9%
Invesco
4
Invesco
Georgia
$3.31M +$395K +18,891 +13%
AWM
5
Avior Wealth Management
Nebraska
$3.03M +$582K +27,839 +23%
CIM
6
Confluence Investment Management
Missouri
$2.98M -$2.36M -113,022 -44%
PWP
7
Precedent Wealth Partners
Texas
$2.93M +$1.41M +67,193 +91%
AUB
8
Atlantic Union Bankshares
Virginia
$2.69M +$2.72M +129,903 New
KFI
9
Key Financial Inc
Pennsylvania
$2.49M +$29.3K +1,400 +1%
UBS Group
10
UBS Group
Switzerland
$2.38M +$1.75M +83,691 +270%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.21M +$703K +33,595 +46%
Raymond James Financial
12
Raymond James Financial
Florida
$2.21M +$138K +6,612 +7%
KAS
13
Kestra Advisory Services
Texas
$1.65M +$9.58K +458 +0.6%
Morgan Stanley
14
Morgan Stanley
New York
$1.51M +$550K +26,280 +57%
MA
15
MONECO Advisors
Connecticut
$1.42M +$666K +31,862 +87%
Lido Advisors
16
Lido Advisors
California
$1.39M +$377K +18,000 +37%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.33M -$14.6K -698 -1%
MLA
18
MB, Levis & Associates
Pennsylvania
$1.29M +$93.3K +4,462 +8%
CA
19
CGN Advisors
Kansas
$1.21M -$2.87K -137 -0.2%
SFG
20
Sterling Financial Group
California
$1.12M +$122K +5,850 +12%
Wells Fargo
21
Wells Fargo
California
$1.08M -$202K -9,650 -16%
FNB
22
Farmers National Bank
Kentucky
$1.07M +$26.9K +1,288 +3%
CAM
23
Clark Asset Management
New Hampshire
$923K +$4.04K +193 +0.4%
MML Investors Services
24
MML Investors Services
Massachusetts
$884K +$532K +25,447 +148%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$879K +$266K +12,705 +43%
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