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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 79.9 M +USD 24.3 M +927,577 +43%
LPL Financial
2
LPL Financial
California
USD 10.3 M -USD 70.4 k -2,690 -0.7%
Bank of America
3
Bank of America
North Carolina
USD 7.07 M -USD 11.4 k -436 -0.2%
UBS Group
4
UBS Group
Switzerland
USD 3.03 M -USD 177 k -6,749 -5%
Morgan Stanley
5
Morgan Stanley
New York
USD 2.66 M +USD 912 k +34,859 +52%
Banque Pictet & Cie
6
Banque Pictet & Cie
Switzerland
USD 2.59 M -USD 98.8 k -3,775 -4%
Pictet North America Advisors
7
Pictet North America Advisors
Switzerland
USD 2.59 M -USD 98.8 k -3,775 -4%
JP Morgan Private Wealth Advisors
8
JP Morgan Private Wealth Advisors
California
USD 1.83 M +USD 663 k +25,359 +57%
Jane Street
9
Jane Street
New York
USD 1.82 M +USD 1.3 M +49,590 +246%
Wells Fargo
10
Wells Fargo
California
USD 1.71 M -USD 381 k -14,566 -18%
Gerber Kawasaki Wealth & Investment Management
11
Gerber Kawasaki Wealth & Investment Management
California
USD 1.7 M +USD 85.7 k +3,275 +5%
Virtu Financial
12
Virtu Financial
New York
USD 940 k +USD 943 k +36,035 Nuevas
HighTower Advisors
13
HighTower Advisors
Illinois
USD 774 k -USD 47 k -1,797 -6%
PAS
14
Partnervest Advisory Services
California
USD 721 k -USD 264 k -10,109 -27%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
USD 707 k +USD 521 k +19,905 +277%
Dimension Capital Management
16
Dimension Capital Management
Florida
USD 684 k – – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
USD 656 k +USD 415 k +15,845 +170%
Raymond James Financial Services Advisors
18
Raymond James Financial Services Advisors
Florida
USD 584 k +USD 376 k +14,366 +179%
Apriem Advisors
19
Apriem Advisors
California
USD 579 k +USD 61.4 k +2,346 +12%
Citigroup
20
Citigroup
New York
USD 462 k -USD 426 k -16,297 -48%
Brinker Capital Investments
21
Brinker Capital Investments
Pennsylvania
USD 401 k -USD 22.4 k -855 -5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
USD 309 k -USD 602 -23 -0.2%
Lincoln National Corp
23
Lincoln National Corp
Pennsylvania
USD 274 k +USD 275 k +10,512 Nuevas
NewFocus Financial Group
24
NewFocus Financial Group
Washington
USD 264 k +USD 265 k +10,128 Nuevas
Ladenburg Thalmann Financial Services
25
Ladenburg Thalmann Financial Services
Florida
USD 238 k +USD 170 k +6,496 +247%
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