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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 269 M +USD 73.5 M +3,000,424 +35%
Wells Fargo
2
Wells Fargo
California
USD 14.9 M +USD 3.05 M +124,457 +24%
Bank of America
3
Bank of America
North Carolina
USD 12 M -USD 2.3 M -93,960 -15%
Gerber Kawasaki Wealth & Investment Management
4
Gerber Kawasaki Wealth & Investment Management
California
USD 11.4 M +USD 2.83 M +115,643 +31%
Morgan Stanley
5
Morgan Stanley
New York
USD 7.85 M -USD 1.19 M -48,533 -13%
Fidelity Investments
6
Fidelity Investments
Massachusetts
USD 6.57 M -USD 1.64 M -66,874 -19%
Mariner Independent Advisor Network
7
Mariner Independent Advisor Network
Kansas
USD 4.36 M +USD 238 k +9,720 +5%
LPL Financial
8
LPL Financial
California
USD 4.24 M -USD 572 k -23,371 -11%
Ameriprise
9
Ameriprise
Minnesota
USD 3.87 M +USD 416 +17 +0%
First American Trust
10
First American Trust
California
USD 3.56 M +USD 520 k +21,240 +16%
UBS Group
11
UBS Group
Switzerland
USD 3.46 M -USD 3.27 M -133,522 -47%
EP Wealth Advisors
12
EP Wealth Advisors
California
USD 3.39 M +USD 1.01 M +41,247 +39%
SteelPeak Wealth
13
SteelPeak Wealth
California
USD 2.64 M -USD 767 k -31,302 -22%
Brinker Capital Investments
14
Brinker Capital Investments
Pennsylvania
USD 1.87 M +USD 1.97 M +80,628 Nuevas
KeyBank National Association
15
KeyBank National Association
Ohio
USD 1.66 M – – –
Allworth Financial
16
Allworth Financial
California
USD 1.53 M +USD 659 k +26,927 +69%
Summit Wealth & Retirement Planning
17
Summit Wealth & Retirement Planning
California
USD 1.48 M -USD 340 k -13,893 -18%
Mariner
18
Mariner
Kansas
USD 1.43 M -USD 85.4 k -3,486 -5%
Citadel Advisors
19
Citadel Advisors
Florida
USD 1.22 M +USD 920 k +37,581 +249%
Osaic Holdings
20
Osaic Holdings
Arizona
USD 1.07 M -USD 27.3 k -1,114 -2%
McNaughton Wealth Management
21
McNaughton Wealth Management
California
USD 983 k -USD 154 k -6,269 -13%
Omega Financial Group
22
Omega Financial Group
California
USD 957 k +USD 7.72 k +315 +0.8%
Pure Financial Advisors
23
Pure Financial Advisors
California
USD 714 k -USD 136 k -5,549 -15%
Brio Consultants
24
Brio Consultants
California
USD 686 k -USD 16.7 M -681,768 -96%
B. Riley Wealth Advisors
25
B. Riley Wealth Advisors
Florida
USD 624 k -USD 29.3 k -1,195 -4%
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