¡Ya estamos en ! Descubre más
icono de PWZ

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 76.8 M -USD 25.8 M -1,002,425 -25%
Jane Street
2
Jane Street
New York
USD 12.2 M +USD 6.38 M +247,259 +106%
Bank of America
3
Bank of America
North Carolina
USD 8.79 M -USD 1.7 M -65,754 -16%
LPL Financial
4
LPL Financial
California
USD 5.13 M -USD 1.39 M -54,054 -21%
Morgan Stanley
5
Morgan Stanley
New York
USD 3.42 M +USD 9.23 k +358 +0.3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
USD 2.71 M +USD 2.74 M +106,161 Nuevas
UBS Group
7
UBS Group
Switzerland
USD 2.5 M +USD 47.3 k +1,836 +2%
Wells Fargo
8
Wells Fargo
California
USD 1.72 M -USD 27 k -1,047 -2%
Gerber Kawasaki Wealth & Investment Management
9
Gerber Kawasaki Wealth & Investment Management
California
USD 1.28 M -USD 25.8 k -1,000 -2%
Banque Pictet & Cie
10
Banque Pictet & Cie
Switzerland
USD 1.11 M +USD 237 k +9,200 +27%
Pictet North America Advisors
11
Pictet North America Advisors
Switzerland
USD 1.11 M +USD 237 k +9,200 +27%
Lincoln National Corp
12
Lincoln National Corp
Pennsylvania
USD 801 k – – –
Brinker Capital Investments
13
Brinker Capital Investments
Pennsylvania
USD 689 k +USD 193 k +7,500 +38%
PAS
14
Partnervest Advisory Services
California
USD 580 k -USD 17.8 k -691 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
USD 510 k +USD 157 k +6,099 +44%
Apriem Advisors
16
Apriem Advisors
California
USD 480 k -USD 100 k -3,883 -17%
HighTower Advisors
17
HighTower Advisors
Illinois
USD 418 k +USD 17.2 k +667 +4%
Raymond James Financial Services Advisors
18
Raymond James Financial Services Advisors
Florida
USD 393 k -USD 4.2 k -163 -1%
Epstein & White Financial
19
Epstein & White Financial
California
USD 359 k -USD 138 k -5,352 -28%
KeyBank National Association
20
KeyBank National Association
Ohio
USD 319 k +USD 323 k +12,509 Nuevas
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
USD 312 k -USD 1.34 k -52 -0.4%
Advisor Group
22
Advisor Group
Arizona
USD 307 k +USD 19.9 k +770 +7%
AE Wealth Management
23
AE Wealth Management
Kansas
USD 294 k +USD 297 k +11,524 Nuevas
DeDora Capital
24
DeDora Capital
California
USD 280 k – – –
Citadel Advisors
25
Citadel Advisors
Florida
USD 280 k +USD 283 k +10,974 Nuevas
1
2