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Invesco California AMT-Free Municipal Bond ETF
PWZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wealthfront Advisers
1
Wealthfront Advisers
California
USD 429 M +USD 1.75 M +72,318 +0.4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
USD 85.3 M +USD 13.1 M +539,048 +18%
Gerber Kawasaki Wealth & Investment Management
3
Gerber Kawasaki Wealth & Investment Management
California
USD 51.3 M +USD 4.37 M +180,046 +9%
Miracle Mile Advisors
4
Miracle Mile Advisors
California
USD 30.5 M +USD 138 k +5,701 +0.5%
Syon Capital
5
Syon Capital
California
USD 30.2 M +USD 646 k +26,637 +2%
Bank of America
6
Bank of America
North Carolina
USD 29.8 M +USD 3.94 M +162,383 +15%
Guggenheim Capital
7
Guggenheim Capital
Illinois
USD 25.2 M +USD 4.14 M +170,685 +20%
EP Wealth Advisors
8
EP Wealth Advisors
California
USD 19.3 M +USD 899 k +37,079 +5%
LPL Financial
9
LPL Financial
California
USD 16.7 M +USD 1.19 M +49,095 +8%
Morgan Stanley
10
Morgan Stanley
New York
USD 15.3 M +USD 909 k +37,489 +6%
First Foundation Advisors
11
First Foundation Advisors
California
USD 9.31 M +USD 13.6 k +560 +0.1%
SVWG
12
Shared Vision Wealth Group
United States
USD 7.62 M +USD 6.68 M +275,580 +780%
JP Morgan Chase
13
JP Morgan Chase
New York
USD 7.31 M +USD 1.9 M +78,158 +36%
Pure Financial Advisors
14
Pure Financial Advisors
California
USD 6.98 M +USD 322 k +13,262 +5%
Robertson Stephens Wealth Management
15
Robertson Stephens Wealth Management
California
USD 5.84 M +USD 954 k +39,333 +20%
Wells Fargo
16
Wells Fargo
California
USD 4.5 M -USD 1.23 M -50,874 -22%
First American Trust
17
First American Trust
California
USD 4.15 M -USD 187 k -7,707 -4%
HighTower Advisors
18
HighTower Advisors
Illinois
USD 3.57 M +USD 532 k +21,923 +18%
CA
19
Chatterton & Associates
California
USD 3.54 M +USD 303 k +12,486 +9%
EWM
20
Elmwood Wealth Management
California
USD 3.46 M -USD 20.2 k -835 -0.6%
KeyBank National Association
21
KeyBank National Association
Ohio
USD 3.27 M +USD 249 k +10,258 +8%
Affinity Capital Advisors
22
Affinity Capital Advisors
California
USD 3.03 M +USD 1.98 M +81,613 +196%
Jones Financial Companies
23
Jones Financial Companies
Missouri
USD 3.02 M +USD 78.5 k +3,237 +3%
Fidelity Investments
24
Fidelity Investments
Massachusetts
USD 2.72 M +USD 439 k +18,108 +20%
Farther Finance Advisors
25
Farther Finance Advisors
California
USD 2.47 M +USD 534 k +22,015 +28%
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