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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
$8.01M +$1.05M +50,466 +15%
CVA
2
Central Valley Advisors
California
$3.95M +$3.91M +188,060 New
Bank of America
3
Bank of America
North Carolina
$3.79M -$105K -5,059 -3%
PWP
4
Precedent Wealth Partners
Texas
$3.74M +$439K +21,122 +13%
AUB
5
Atlantic Union Bankshares
Virginia
$3.74M +$354K +17,011 +11%
Lido Advisors
6
Lido Advisors
California
$3.72M +$1.88M +90,400 +105%
Invesco
7
Invesco
Georgia
$3.66M -$59.6K -2,869 -2%
AWM
8
Avior Wealth Management
Nebraska
$3.1M +$618K +29,710 +25%
Raymond James Financial
9
Raymond James Financial
Florida
$3.08M +$568K +27,320 +23%
Morgan Stanley
10
Morgan Stanley
New York
$3.01M +$783K +37,659 +36%
UBS Group
11
UBS Group
Switzerland
$3.01M +$228K +10,987 +8%
CIM
12
Confluence Investment Management
Missouri
$2.81M -$125K -6,036 -4%
HBT
13
Hills Bank & Trust
Iowa
$2.71M +$1.63M +78,411 +155%
KFI
14
Key Financial Inc
Pennsylvania
$2.55M – – –
MA
15
MONECO Advisors
Connecticut
$2.29M +$155K +7,444 +7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.22M +$193K +9,285 +10%
EFP
17
Envision Financial Planning
Tennessee
$2.19M +$1.11M +53,565 +106%
KAS
18
Kestra Advisory Services
Texas
$1.89M +$185K +8,881 +11%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.47M +$150K +7,217 +12%
CAM
20
Clark Asset Management
New Hampshire
$1.4M +$375K +18,047 +37%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.24M +$428K +20,598 +53%
FNB
22
Farmers National Bank
Kentucky
$1.12M +$27.5K +1,323 +3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.06M +$190K +9,160 +22%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.06M +$39.1K +1,880 +4%
Osaic Holdings
25
Osaic Holdings
Arizona
$991K +$8.23K +396 +0.8%
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