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Invesco Bullestshares 2021 (BS
(46138J700)

Funds Reporting Holdings of Invesco Bullestshares 2021 (BS according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
GS Investments Inc 19,245 $407,802k Jun 30, 2019 Aug 9, 2019
Motley FOOL Wealth Management LLC 1,514,978 $32,102k Jun 30, 2019 Aug 14, 2019
Lenox Wealth Advisors LLC 1,371,752 $29,067k Jun 30, 2019 Jul 12, 2019
Confluence Investment Management LLC 450,094 $9,538k Jun 30, 2019 Jul 24, 2019
Cookson Peirce & Co Inc 316,651 $6,710k Jun 30, 2019 Jul 31, 2019
Marietta Wealth Management LLC 277,213 $5,874k Jun 30, 2019 Aug 14, 2019
Mirador Capital Partners LP 271,870 $5,761k Jun 30, 2019 Aug 6, 2019
Valmark Advisers Inc 244,431 $5,179k Jun 30, 2019 Aug 7, 2019
Private Vista LLC 239,600 $5,074k Jun 30, 2019 Jul 19, 2019
Cambridge Investment Research Advisors Inc 166,510 $3,528k Jun 30, 2019 Aug 15, 2019
Leicht Financial Planning and Wealth Management Inc 156,169 $3,309k Jun 30, 2019 Aug 2, 2019
Paulson Wealth Management Inc 142,256 $3,010k Jun 30, 2019 Jul 30, 2019
RAUB Brock Capital Management LP 135,980 $2,881k Jun 30, 2019 Jul 23, 2019
Benedict Financial Advisors Inc 80,638 $1,709k Jun 30, 2019 Aug 1, 2019
Nottingham Advisors Inc 64,297 $1,362k Jun 30, 2019 Jul 17, 2019
SFE Investment Counsel Inc 50,810 $1,077k Jun 30, 2019 Jul 26, 2019
Nikulski Financial Inc 45,689 $968k Jun 30, 2019 Jul 22, 2019
Ashfield Capital Partners LLC 44,343 $940k Jun 30, 2019 Jul 29, 2019
New Potomac Partners LLC 41,895 $888k Jun 30, 2019 Jul 26, 2019
Vista Private Wealth Partners LLC 30,543 $649k Jun 30, 2019 Aug 27, 2019
Chesley TAFT & Associates LLC 29,873 $633k Jun 30, 2019 Jul 10, 2019
Curbstone Financial Management Corporation 29,480 $625k Jun 30, 2019 Jul 9, 2019
Ballew Advisors Inc 29,325 $622k Jun 30, 2019 Jul 17, 2019
Northwest Investment Counselors LLC 23,535 $499k Jun 30, 2019 Jul 25, 2019
Hengehold Capital Management LLC 22,104 $468k Jun 30, 2019 Jul 23, 2019
DB Root & Company LLC 22,022 $466k Jun 30, 2019 Jul 19, 2019
Kovack Advisors Inc 18,147 $385k Jun 30, 2019 Aug 14, 2019
Kovack International Advisors Inc 18,147 $385k Jun 30, 2019 Aug 14, 2019
Wespac Advisors LLC 16,244 $344k Jun 30, 2019 Jul 23, 2019
Bruderman Asset Management LLC 15,171 $321k Jun 30, 2019 Aug 12, 2019
Exchange Capital Management Inc 12,832 $272k Jun 30, 2019 Jul 22, 2019
3D Asset Management Inc 12,806 $271k Jun 30, 2019 Aug 5, 2019
Cabana LLC 12,147 $258k Jun 30, 2019 Aug 9, 2019
Kanawha Capital Management LLC 11,700 $248k Jun 30, 2019 Aug 21, 2019
Harvest Capital Management Inc 11,020 $233k Jun 30, 2019 Aug 7, 2019
Segment Wealth Management LLC 11,004 $233k Jun 30, 2019 Jul 29, 2019
Evensky & KATZ LLC 10,568 $222k Mar 31, 2019 Aug 6, 2019
ST Johns Investment Management Company LLC 28 $1k Jun 30, 2019 Jul 24, 2019
Independent Advisor Alliance LLC 11,087 $0k Jun 30, 2019 Aug 12, 2019

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