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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
$5.61M +$5.7M +223,117 New
LPL Financial
2
LPL Financial
California
$3.78M +$3.52M +137,888 +1,099%
AUB
3
Atlantic Union Bankshares
Virginia
$3.48M +$219K +8,577 +7%
Invesco
4
Invesco
Georgia
$2.25M -$18.7K -731 -0.8%
Stifel Financial
5
Stifel Financial
Missouri
$1.14M +$401K +15,692 +53%
Jane Street
6
Jane Street
New York
$1.02M -$668K -26,159 -39%
HighTower Advisors
7
HighTower Advisors
Illinois
$1.01M +$1.03M +40,214 New
Raymond James Financial
8
Raymond James Financial
Florida
$956K +$352K +13,786 +57%
EH
9
Equitable Holdings
New York
$896K +$105K +4,126 +13%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$801K +$457K +17,904 +128%
KFI
11
Key Financial Inc
Pennsylvania
$767K +$178K +6,985 +30%
MOS
12
MGO One Seven
Ohio
$547K +$135K +5,267 +32%
KAS
13
Kestra Advisory Services
Texas
$492K +$411K +16,079 +459%
IA
14
IFP Advisors
Florida
$452K +$460K +18,000 New
UCFA
15
United Capital Financial Advisors
Texas
$383K +$82.9K +3,245 +27%
MA
16
MONECO Advisors
Connecticut
$349K +$61.2K +2,397 +21%
JP Morgan Chase
17
JP Morgan Chase
New York
$316K +$322K +12,616 New
Osaic Holdings
18
Osaic Holdings
Arizona
$312K +$317K +12,400 New
JCM
19
Jacobi Capital Management
Pennsylvania
$294K +$299K +11,700 New
MML Investors Services
20
MML Investors Services
Massachusetts
$236K -$64.1K -2,511 -21%
CPC
21
Cookson Peirce & Co
Pennsylvania
$208K -$12K -470 -5%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$205K +$80.8K +3,162 +63%
AA
23
Addison Advisors
Vermont
$157K +$44.2K +1,729 +38%
IAIM
24
International Assets Investment Management
Florida
$140K
GCP
25
Gill Capital Partners
Colorado
$99.3K +$101K +3,950 New