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BSMZ

Invesco BulletShares 2035 Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$5.29M -$429K -16,862 -8%
AUB
2
Atlantic Union Bankshares
Virginia
$4.83M +$1.27M +50,017 +36%
LPL Financial
3
LPL Financial
California
$4.63M +$769K +30,247 +20%
Invesco
4
Invesco
Georgia
$2.42M +$121K +4,775 +5%
HighTower Advisors
5
HighTower Advisors
Illinois
$1.59M +$550K +21,625 +54%
EH
6
Equitable Holdings
New York
$1.21M +$291K +11,426 +32%
Raymond James Financial
7
Raymond James Financial
Florida
$1.11M +$132K +5,206 +14%
Stifel Financial
8
Stifel Financial
Missouri
$997K -$165K -6,482 -14%
HBT
9
Hills Bank & Trust
Iowa
$992K +$984K +38,693 New
Osaic Holdings
10
Osaic Holdings
Arizona
$913K +$590K +23,192 +187%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$901K +$83.7K +3,292 +10%
KFI
12
Key Financial Inc
Pennsylvania
$868K +$85K +3,340 +11%
JCM
13
Jacobi Capital Management
Pennsylvania
$863K +$558K +21,950 +188%
MA
14
MONECO Advisors
Connecticut
$759K +$400K +15,717 +113%
WPC
15
Wedmont Private Capital
Pennsylvania
$600K +$599K +23,550 New
IA
16
IFP Advisors
Florida
$595K +$132K +5,200 +29%
MOS
17
MGO One Seven
Ohio
$558K
KAS
18
Kestra Advisory Services
Texas
$557K +$55K +2,164 +11%
UCFA
19
United Capital Financial Advisors
Texas
$436K +$45.5K +1,788 +12%
NA
20
NewEdge Advisors
Louisiana
$333K +$331K +13,000 New
CAM
21
Clark Asset Management
New Hampshire
$320K +$318K +12,491 New
MML Investors Services
22
MML Investors Services
Massachusetts
$299K +$57.8K +2,272 +24%
Ameriprise
23
Ameriprise
Minnesota
$282K +$280K +11,002 New
AA
24
Addison Advisors
Vermont
$279K +$118K +4,646 +74%
BFA
25
Bill Few Associates
Pennsylvania
$253K +$251K +9,870 New