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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
$10M +$808K +38,063 +9%
CIM
2
Confluence Investment Management
Missouri
$6.5M +$3.33M +156,943 +102%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.32M +$1.74M +82,178 +37%
Morgan Stanley
4
Morgan Stanley
New York
$5.37M +$220K +10,367 +4%
LPL Financial
5
LPL Financial
California
$5.33M -$2.87M -135,131 -35%
UBS Group
6
UBS Group
Switzerland
$4.89M +$1.06M +49,730 +27%
Bank of America
7
Bank of America
North Carolina
$4.87M +$1.08M +50,753 +28%
AWM
8
Avior Wealth Management
Nebraska
$4.66M +$1.04M +48,925 +28%
Invesco
9
Invesco
Georgia
$4.28M -$127K -5,999 -3%
PWP
10
Precedent Wealth Partners
Texas
$4.22M +$256K +12,074 +6%
Lido Advisors
11
Lido Advisors
California
$4.09M – – –
Raymond James Financial
12
Raymond James Financial
Florida
$4.02M +$72.6K +3,422 +2%
CVA
13
Central Valley Advisors
California
$3.94M -$56.1K -2,643 -1%
AUB
14
Atlantic Union Bankshares
Virginia
$3.93M +$385K +18,138 +11%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.96M +$1.35M +63,379 +81%
MA
16
MONECO Advisors
Connecticut
$2.81M +$505K +23,806 +21%
EFP
17
Envision Financial Planning
Tennessee
$2.3M +$81.5K +3,840 +4%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$2.27M +$50.5K +2,378 +2%
KFI
19
Key Financial Inc
Pennsylvania
$2.21M -$394K -18,575 -15%
PWM
20
Parkway Wealth Management
Texas
$2.14M +$185K +8,710 +9%
CAM
21
Clark Asset Management
New Hampshire
$1.94M +$541K +25,502 +38%
KAS
22
Kestra Advisory Services
Texas
$1.91M +$18.2K +856 +0.9%
Stifel Financial
23
Stifel Financial
Missouri
$1.78M +$366K +17,238 +25%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.7M +$457K +21,509 +36%
CSP
25
Cary Street Partners
Virginia
$1.57M +$711K +33,510 +81%
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