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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 210 M -USD 40.4 M -1,638,280 -16%
Jane Street
2
Jane Street
New York
USD 29.6 M +USD 21.7 M +881,162 +261%
Brio Consultants
3
Brio Consultants
California
USD 17.6 M +USD 11.4 M +462,598 +186%
Bank of America
4
Bank of America
North Carolina
USD 14.8 M +USD 2.56 M +103,787 +21%
Wells Fargo
5
Wells Fargo
California
USD 12.6 M +USD 9.8 M +396,300 +324%
Morgan Stanley
6
Morgan Stanley
New York
USD 9.42 M -USD 3.26 M -132,443 -25%
Gerber Kawasaki Wealth & Investment Management
7
Gerber Kawasaki Wealth & Investment Management
California
USD 9.12 M +USD 3.36 M +136,564 +57%
Fidelity Investments
8
Fidelity Investments
Massachusetts
USD 8.52 M -USD 6.46 M -262,256 -43%
UBS Group
9
UBS Group
Switzerland
USD 6.88 M +USD 2.92 M +118,642 +72%
LPL Financial
10
LPL Financial
California
USD 5.02 M +USD 447 k +18,158 +10%
Mariner Independent Advisor Network
11
Mariner Independent Advisor Network
Kansas
USD 4.41 M +USD 253 k +10,268 +6%
Ameriprise
12
Ameriprise
Minnesota
USD 4.08 M -USD 260 k -10,543 -6%
SteelPeak Wealth
13
SteelPeak Wealth
California
USD 3.54 M +USD 83.8 k +3,400 +2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
USD 3.37 M +USD 3.02 M +122,414 +757%
First American Trust
15
First American Trust
California
USD 3.22 M -USD 115 k -4,660 -3%
EP Wealth Advisors
16
EP Wealth Advisors
California
USD 2.56 M +USD 2.14 M +86,728 +471%
Regis Management Company
17
Regis Management Company
California
USD 2.43 M – – –
Flow Traders U.S.
18
Flow Traders U.S.
New York
USD 2.06 M +USD 2.09 M +84,712 Nuevas
Summit Wealth & Retirement Planning
19
Summit Wealth & Retirement Planning
California
USD 1.89 M -USD 151 k -6,117 -7%
KeyBank National Association
20
KeyBank National Association
Ohio
USD 1.74 M +USD 49.6 k +2,012 +3%
Mariner
21
Mariner
Kansas
USD 1.59 M -USD 258 k -10,467 -14%
WealthSource Partners
22
WealthSource Partners
California
USD 1.46 M +USD 802 k +32,561 +118%
Renaissance Technologies
23
Renaissance Technologies
New York
USD 1.26 M +USD 927 k +37,652 +263%
McNaughton Wealth Management
24
McNaughton Wealth Management
California
USD 1.18 M -USD 468 k -18,998 -28%
Osaic Holdings
25
Osaic Holdings
Arizona
USD 1.15 M +USD 116 k +4,700 +11%
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