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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 151 M -USD 4.94 M -180,997 -3%
Bank of America
2
Bank of America
North Carolina
USD 7.68 M +USD 1.06 M +38,981 +16%
Morgan Stanley
3
Morgan Stanley
New York
USD 6.6 M +USD 387 k +14,177 +6%
Ameriprise
4
Ameriprise
Minnesota
USD 3.94 M +USD 144 k +5,271 +4%
Regis Management Company
5
Regis Management Company
California
USD 3.53 M – – –
Mariner Independent Advisor Network
6
Mariner Independent Advisor Network
Kansas
USD 3.08 M +USD 208 k +7,608 +7%
UBS Group
7
UBS Group
Switzerland
USD 2.96 M +USD 220 k +8,075 +8%
Gerber Kawasaki Wealth & Investment Management
8
Gerber Kawasaki Wealth & Investment Management
California
USD 2.59 M +USD 318 k +11,640 +14%
Summit Wealth & Retirement Planning
9
Summit Wealth & Retirement Planning
California
USD 2.3 M -USD 140 k -5,146 -6%
Wells Fargo
10
Wells Fargo
California
USD 1.94 M -USD 179 k -6,557 -8%
LPL Financial
11
LPL Financial
California
USD 1.58 M +USD 167 k +6,138 +12%
FCA
12
FLC Capital Advisors
California
USD 1.47 M -USD 3.55 M -130,247 -71%
Cetera Advisor Networks
13
Cetera Advisor Networks
California
USD 1.4 M – – –
WealthSource Partners
14
WealthSource Partners
California
USD 1.24 M +USD 1.23 M +45,153 Nuevas
HighTower Advisors
15
HighTower Advisors
Illinois
USD 1.16 M +USD 460 k +16,849 +66%
D.A. Davidson & Co
16
D.A. Davidson & Co
Montana
USD 1.15 M +USD 1.15 M +42,132 Nuevas
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
USD 935 k +USD 318 k +11,656 +52%
Mid Atlantic Financial Management
18
Mid Atlantic Financial Management
Pennsylvania
USD 885 k +USD 191 k +7,003 +28%
KeyBank National Association
19
KeyBank National Association
Ohio
USD 783 k +USD 145 k +5,332 +23%
Dimension Capital Management
20
Dimension Capital Management
Florida
USD 717 k +USD 716 k +26,232 Nuevas
Fidelity Investments
21
Fidelity Investments
Massachusetts
USD 631 k +USD 139 k +5,088 +28%
Coe Capital Management
22
Coe Capital Management
Illinois
USD 629 k – – –
Apriem Advisors
23
Apriem Advisors
California
USD 629 k +USD 627 k +22,984 Nuevas
PAS
24
Partnervest Advisory Services
California
USD 603 k +USD 10.5 k +386 +2%
Citadel Advisors
25
Citadel Advisors
Florida
USD 599 k +USD 119 k +4,359 +25%
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