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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 162 M +USD 82.9 M +3,265,330 +108%
Bank of America
2
Bank of America
North Carolina
USD 7.47 M -USD 1.4 M -55,118 -16%
Jane Street
3
Jane Street
New York
USD 4.61 M -USD 7.66 M -301,434 -63%
Morgan Stanley
4
Morgan Stanley
New York
USD 4 M +USD 542 k +21,321 +16%
Regis Management Company
5
Regis Management Company
California
USD 3.33 M +USD 3.28 M +129,000 Nuevas
FCA
6
FLC Capital Advisors
California
USD 3.03 M +USD 2.99 M +117,592 Nuevas
UBS Group
7
UBS Group
Switzerland
USD 2.79 M +USD 258 k +10,162 +10%
Mariner Independent Advisor Network
8
Mariner Independent Advisor Network
Kansas
USD 2.61 M +USD 2.58 M +101,406 Nuevas
Mid Atlantic Financial Management
9
Mid Atlantic Financial Management
Pennsylvania
USD 1.89 M +USD 1.86 M +73,269 Nuevas
Gerber Kawasaki Wealth & Investment Management
10
Gerber Kawasaki Wealth & Investment Management
California
USD 1.88 M +USD 568 k +22,370 +44%
Wells Fargo
11
Wells Fargo
California
USD 1.69 M -USD 48.9 k -1,926 -3%
Banque Pictet & Cie
12
Banque Pictet & Cie
Switzerland
USD 1.12 M – – –
Pictet North America Advisors
13
Pictet North America Advisors
Switzerland
USD 1.12 M – – –
Ameriprise
14
Ameriprise
Minnesota
USD 830 k +USD 694 k +27,342 Nuevas
Brinker Capital Investments
15
Brinker Capital Investments
Pennsylvania
USD 817 k +USD 118 k +4,628 +17%
PAS
16
Partnervest Advisory Services
California
USD 603 k +USD 17.4 k +687 +3%
LPL Financial
17
LPL Financial
California
USD 488 k -USD 4.63 M -182,115 -91%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
USD 443 k +USD 126 k +4,960 +41%
KeyBank National Association
19
KeyBank National Association
Ohio
USD 429 k +USD 105 k +4,128 +33%
Advisor Group
20
Advisor Group
Arizona
USD 425 k +USD 112 k +4,393 +36%
Apriem Advisors
21
Apriem Advisors
California
USD 418 k -USD 65.9 k -2,596 -14%
HighTower Advisors
22
HighTower Advisors
Illinois
USD 414 k -USD 8.08 k -318 -2%
Raymond James Financial Services Advisors
23
Raymond James Financial Services Advisors
Florida
USD 357 k -USD 40.6 k -1,597 -10%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
USD 296 k -USD 216 k -8,516 -43%
DeDora Capital
25
DeDora Capital
California
USD 284 k – – –
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