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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 104 M +USD 2.38 M +92,402 +2%
Bank of America
2
Bank of America
North Carolina
USD 10.6 M +USD 2.61 M +101,529 +33%
LPL Financial
3
LPL Financial
California
USD 6.6 M -USD 1.18 M -46,019 -15%
Jane Street
4
Jane Street
New York
USD 6.02 M -USD 587 k -22,817 -9%
Morgan Stanley
5
Morgan Stanley
New York
USD 3.45 M +USD 216 k +8,391 +7%
UBS Group
6
UBS Group
Switzerland
USD 2.48 M -USD 85.9 k -3,336 -3%
Wells Fargo
7
Wells Fargo
California
USD 1.77 M -USD 18.8 k -732 -1%
Gerber Kawasaki Wealth & Investment Management
8
Gerber Kawasaki Wealth & Investment Management
California
USD 1.33 M -USD 41.8 k -1,625 -3%
Banque Pictet & Cie
9
Banque Pictet & Cie
Switzerland
USD 888 k +USD 28.3 k +1,100 +3%
Pictet North America Advisors
10
Pictet North America Advisors
Switzerland
USD 888 k +USD 28.3 k +1,100 +3%
Lincoln National Corp
11
Lincoln National Corp
Pennsylvania
USD 812 k -USD 67.5 k -2,622 -8%
PAS
12
Partnervest Advisory Services
California
USD 605 k -USD 49.9 k -1,939 -8%
Apriem Advisors
13
Apriem Advisors
California
USD 587 k -USD 49.7 k -1,932 -8%
Brinker Capital Investments
14
Brinker Capital Investments
Pennsylvania
USD 505 k +USD 35.8 k +1,390 +8%
Epstein & White Financial
15
Epstein & White Financial
California
USD 501 k -USD 141 k -5,458 -22%
HighTower Advisors
16
HighTower Advisors
Illinois
USD 407 k -USD 275 k -10,672 -40%
Raymond James Financial Services Advisors
17
Raymond James Financial Services Advisors
Florida
USD 403 k +USD 1.98 k +77 +0.5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
USD 360 k -USD 1.9 M -73,887 -84%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
USD 317 k +USD 412 +16 +0.1%
Advisor Group
20
Advisor Group
Arizona
USD 291 k -USD 25.5 k -989 -8%
DeDora Capital
21
DeDora Capital
California
USD 284 k – – –
Citigroup
22
Citigroup
New York
USD 251 k -USD 51.4 k -1,995 -17%
Ladenburg Thalmann Financial Services
23
Ladenburg Thalmann Financial Services
Florida
USD 221 k – – –
Gradient Capital Advisors
24
Gradient Capital Advisors
California
USD 217 k – – –
Global Retirement Partners
25
Global Retirement Partners
California
USD 189 k – – –
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