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Invesco California AMT-Free Municipal Bond ETF
PWZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wells Fargo
1
Wells Fargo
California
USD 30.9 M +USD 2.03 M +76,419 +7%
Raymond James Financial Services Advisors
2
Raymond James Financial Services Advisors
Florida
USD 4.84 M +USD 4.75 M +179,274 Nuevas
UBS Group
3
UBS Group
Switzerland
USD 4.2 M +USD 787 k +29,701 +24%
Bank of America
4
Bank of America
North Carolina
USD 4.04 M +USD 880 k +33,214 +28%
Morgan Stanley
5
Morgan Stanley
New York
USD 3.42 M -USD 5.59 M -211,015 -62%
LPL Financial
6
LPL Financial
California
USD 1.46 M -USD 414 k -15,613 -22%
Jane Street
7
Jane Street
New York
USD 1.1 M +USD 47.3 k +1,784 +5%
Citigroup
8
Citigroup
New York
USD 975 k -USD 18.1 k -683 -2%
PAS
9
Partnervest Advisory Services
California
USD 841 k +USD 417 k +15,738 +102%
Apriem Advisors
10
Apriem Advisors
California
USD 435 k +USD 7.42 k +280 +2%
Gerber Kawasaki Wealth & Investment Management
11
Gerber Kawasaki Wealth & Investment Management
California
USD 392 k -USD 18.6 k -700 -5%
HighTower Advisors
12
HighTower Advisors
Illinois
USD 300 k +USD 297 k +11,194 Nuevas
Raymond James & Associates
13
Raymond James & Associates
Florida
USD 242 k +USD 237 k +8,958 Nuevas
Advisor Group
14
Advisor Group
Arizona
USD 214 k +USD 212 k +7,995 Nuevas
CCM
15
Coe Capital Management
Illinois
USD 210 k – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
USD 206 k +USD 60.5 k +2,283 +42%
Creative Planning
17
Creative Planning
Kansas
USD 54 k – – –
IFP Advisors
18
IFP Advisors
Florida
USD 52 k +USD 51 k +1,925 Nuevas
Ladenburg Thalmann Financial Services
19
Ladenburg Thalmann Financial Services
Florida
USD 27 k +USD 26.5 k +1,000 Nuevas
Transamerica Financial Advisors
20
Transamerica Financial Advisors
Florida
– -USD 526 k -20,061 Cerradas
AIG
21
American International Group
New York
– -USD 185 k -7,086 Cerradas