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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 150 M -USD 9.02 M -321,982 -6%
Bank of America
2
Bank of America
North Carolina
USD 12.1 M +USD 676 k +24,112 +6%
Jane Street
3
Jane Street
New York
USD 11 M +USD 5.65 M +201,559 +106%
Brio Consultants
4
Brio Consultants
California
USD 10.9 M +USD 2.05 M +73,345 +23%
Morgan Stanley
5
Morgan Stanley
New York
USD 10.8 M +USD 767 k +27,389 +8%
Ameriprise
6
Ameriprise
Minnesota
USD 7.11 M -USD 48.5 k -1,731 -0.7%
Miracle Mile Advisors
7
Miracle Mile Advisors
California
USD 6.43 M +USD 1.05 M +37,377 +20%
LPL Financial
8
LPL Financial
California
USD 5.62 M +USD 1.95 M +69,530 +53%
Mariner Independent Advisor Network
9
Mariner Independent Advisor Network
Kansas
USD 4.43 M +USD 420 k +14,989 +11%
Fidelity Investments
10
Fidelity Investments
Massachusetts
USD 4.31 M +USD 189 k +6,729 +5%
Wells Fargo
11
Wells Fargo
California
USD 4.03 M -USD 42.3 k -1,511 -1%
SteelPeak Wealth
12
SteelPeak Wealth
California
USD 3.18 M +USD 12.8 k +457 +0.4%
UBS Group
13
UBS Group
Switzerland
USD 3.11 M +USD 409 k +14,585 +15%
Summit Wealth & Retirement Planning
14
Summit Wealth & Retirement Planning
California
USD 2.89 M -USD 62.1 k -2,218 -2%
Regis Management Company
15
Regis Management Company
California
USD 2.8 M – – –
McNaughton Wealth Management
16
McNaughton Wealth Management
California
USD 1.89 M +USD 236 k +8,406 +14%
KeyBank National Association
17
KeyBank National Association
Ohio
USD 1.64 M +USD 6.02 k +215 +0.4%
Old Mission Capital
18
Old Mission Capital
Illinois
USD 1.63 M +USD 1.62 M +57,950 Nuevas
Brinker Capital Investments
19
Brinker Capital Investments
Pennsylvania
USD 1.36 M – – –
Running Point Capital Advisors
20
Running Point Capital Advisors
California
USD 1.3 M -USD 45.2 k -1,613 -3%
First American Trust
21
First American Trust
California
USD 1.28 M +USD 1.28 M +45,533 Nuevas
Osaic Holdings
22
Osaic Holdings
Arizona
USD 1.13 M +USD 65.9 k +2,353 +6%
Apriem Advisors
23
Apriem Advisors
California
USD 758 k +USD 8.4 k +300 +1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
USD 751 k +USD 343 k +12,228 +84%
Destination Wealth Management
25
Destination Wealth Management
California
USD 704 k – – –
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