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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 153 M -USD 6.74 M -253,177 -4%
Bank of America
2
Bank of America
North Carolina
USD 6.5 M +USD 1.46 M +54,779 +29%
Morgan Stanley
3
Morgan Stanley
New York
USD 6.1 M +USD 1.05 M +39,438 +21%
FCA
4
FLC Capital Advisors
California
USD 4.96 M +USD 283 k +10,611 +6%
Jane Street
5
Jane Street
New York
USD 3.85 M -USD 221 k -8,308 -5%
Ameriprise
6
Ameriprise
Minnesota
USD 3.73 M -USD 3.05 M -114,324 -45%
Regis Management Company
7
Regis Management Company
California
USD 3.47 M – – –
Mariner Independent Advisor Network
8
Mariner Independent Advisor Network
Kansas
USD 2.82 M +USD 2.79 M +104,916 Nuevas
UBS Group
9
UBS Group
Switzerland
USD 2.69 M -USD 507 k -19,045 -16%
Summit Wealth & Retirement Planning
10
Summit Wealth & Retirement Planning
California
USD 2.39 M -USD 86.1 k -3,233 -4%
Gerber Kawasaki Wealth & Investment Management
11
Gerber Kawasaki Wealth & Investment Management
California
USD 2.23 M +USD 197 k +7,392 +10%
Wells Fargo
12
Wells Fargo
California
USD 2.08 M +USD 40.5 k +1,521 +2%
LPL Financial
13
LPL Financial
California
USD 1.39 M +USD 783 k +29,388 +132%
Cetera Advisor Networks
14
Cetera Advisor Networks
California
USD 1.38 M +USD 1.36 M +51,241 Nuevas
Mid Atlantic Financial Management
15
Mid Atlantic Financial Management
Pennsylvania
USD 682 k -USD 28.1 k -1,055 -4%
HighTower Advisors
16
HighTower Advisors
Illinois
USD 682 k +USD 180 k +6,765 +36%
KeyBank National Association
17
KeyBank National Association
Ohio
USD 626 k +USD 198 k +7,445 +47%
Coe Capital Management
18
Coe Capital Management
Illinois
USD 618 k -USD 26.6 k -1,000 -4%
Brinker Capital Investments
19
Brinker Capital Investments
Pennsylvania
USD 606 k -USD 109 k -4,089 -15%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
USD 605 k +USD 142 k +5,335 +31%
PAS
21
Partnervest Advisory Services
California
USD 582 k +USD 113 k +4,224 +24%
Lincoln National Corp
22
Lincoln National Corp
Pennsylvania
USD 553 k +USD 548 k +20,576 Nuevas
Advisor Group
23
Advisor Group
Arizona
USD 511 k +USD 134 k +5,029 +36%
Fidelity Investments
24
Fidelity Investments
Massachusetts
USD 483 k +USD 12.5 k +469 +3%
Citadel Advisors
25
Citadel Advisors
Florida
USD 472 k -USD 396 k -14,865 -46%
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