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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 101 M +USD 20.5 M +780,972 +26%
LPL Financial
2
LPL Financial
California
USD 10.6 M +USD 235 k +8,961 +2%
Bank of America
3
Bank of America
North Carolina
USD 9.6 M +USD 2.39 M +91,425 +34%
Morgan Stanley
4
Morgan Stanley
New York
USD 2.92 M +USD 229 k +8,759 +9%
UBS Group
5
UBS Group
Switzerland
USD 2.78 M -USD 286 k -10,938 -9%
Wells Fargo
6
Wells Fargo
California
USD 2.01 M +USD 276 k +10,523 +16%
Gerber Kawasaki Wealth & Investment Management
7
Gerber Kawasaki Wealth & Investment Management
California
USD 1.71 M -USD 8.77 k -335 -0.5%
JP Morgan Private Wealth Advisors
8
JP Morgan Private Wealth Advisors
California
USD 1.66 M -USD 190 k -7,268 -10%
Banque Pictet & Cie
9
Banque Pictet & Cie
Switzerland
USD 877 k -USD 1.73 M -66,100 -67%
Pictet North America Advisors
10
Pictet North America Advisors
Switzerland
USD 877 k -USD 1.73 M -66,100 -67%
Epstein & White Financial
11
Epstein & White Financial
California
USD 783 k +USD 782 k +29,858 Nuevas
HighTower Advisors
12
HighTower Advisors
Illinois
USD 764 k -USD 19.7 k -754 -3%
Goldman Sachs
13
Goldman Sachs
New York
USD 710 k +USD 705 k +26,930 Nuevas
Dimension Capital Management
14
Dimension Capital Management
Florida
USD 692 k – – –
PAS
15
Partnervest Advisory Services
California
USD 667 k -USD 61.8 k -2,360 -9%
Apriem Advisors
16
Apriem Advisors
California
USD 636 k +USD 50.2 k +1,918 +9%
Raymond James Financial Services Advisors
17
Raymond James Financial Services Advisors
Florida
USD 602 k +USD 11.4 k +435 +2%
Lincoln National Corp
18
Lincoln National Corp
Pennsylvania
USD 576 k +USD 296 k +11,310 +108%
Jane Street
19
Jane Street
New York
USD 497 k -USD 1.33 M -50,921 -73%
Brinker Capital Investments
20
Brinker Capital Investments
Pennsylvania
USD 478 k +USD 72.4 k +2,766 +18%
Citigroup
21
Citigroup
New York
USD 367 k -USD 99.1 k -3,785 -21%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
USD 321 k +USD 7.8 k +298 +3%
Ladenburg Thalmann Financial Services
23
Ladenburg Thalmann Financial Services
Florida
USD 235 k -USD 6.29 k -240 -3%
Gradient Capital Advisors
24
Gradient Capital Advisors
California
USD 221 k +USD 220 k +8,384 Nuevas
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
USD 220 k -USD 491 k -18,735 -69%
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