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Invesco California AMT-Free Municipal Bond ETF
PWZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Charles Schwab Investment Advisory
1
Charles Schwab Investment Advisory
California
USD 24.9 M -USD 14.7 M -573,041 -37%
Wells Fargo
2
Wells Fargo
California
USD 22.6 M -USD 6.8 M -265,012 -23%
Bank of America
3
Bank of America
North Carolina
USD 11.4 M +USD 6.53 M +254,627 +130%
LPL Financial
4
LPL Financial
California
USD 9.7 M +USD 8.41 M +327,634 +613%
Raymond James Financial Services Advisors
5
Raymond James Financial Services Advisors
Florida
USD 6.35 M +USD 762 k +29,712 +13%
UBS Group
6
UBS Group
Switzerland
USD 4.95 M -USD 176 k -6,859 -3%
Banque Pictet & Cie
7
Banque Pictet & Cie
Switzerland
USD 2.62 M +USD 282 k +11,000 +12%
Pictet North America Advisors
8
Pictet North America Advisors
Switzerland
USD 2.62 M +USD 282 k +11,000 +12%
Morgan Stanley
9
Morgan Stanley
New York
USD 2.56 M +USD 351 k +13,676 +16%
Regis Management Company
10
Regis Management Company
California
USD 2.13 M +USD 2.16 M +84,208 Nuevas
HighTower Advisors
11
HighTower Advisors
Illinois
USD 1.7 M +USD 1.24 M +48,326 +257%
PAS
12
Partnervest Advisory Services
California
USD 1.11 M +USD 21.3 k +831 +2%
Gerber Kawasaki Wealth & Investment Management
13
Gerber Kawasaki Wealth & Investment Management
California
USD 1.08 M +USD 631 k +24,608 +136%
Citigroup
14
Citigroup
New York
USD 924 k -USD 8.85 k -345 -0.9%
Jane Street
15
Jane Street
New York
USD 751 k +USD 399 k +15,551 +110%
Virtu KCG Holdings
16
Virtu KCG Holdings
New York
USD 720 k -USD 837 k -32,634 -53%
Citadel Advisors
17
Citadel Advisors
Florida
USD 616 k +USD 623 k +24,300 Nuevas
JP Morgan Private Wealth Advisors
18
JP Morgan Private Wealth Advisors
California
USD 467 k +USD 473 k +18,450 Nuevas
Apriem Advisors
19
Apriem Advisors
California
USD 433 k -USD 179 k -6,978 -29%
Brinker Capital Investments
20
Brinker Capital Investments
Pennsylvania
USD 332 k +USD 336 k +13,088 Nuevas
Advisor Group
21
Advisor Group
Arizona
USD 257 k -USD 1.87 k -73 -0.7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
USD 232 k +USD 36.4 k +1,420 +18%
Caprock Group
23
Caprock Group
Idaho
USD 218 k +USD 220 k +8,593 Nuevas
Global Retirement Partners
24
Global Retirement Partners
California
USD 192 k +USD 194 k +7,576 Nuevas
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
USD 155 k -USD 60.6 k -2,361 -28%
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