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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 223 M -USD 1.38 M -56,054 -0.6%
First Foundation Advisors
2
First Foundation Advisors
California
USD 16 M +USD 15.8 M +639,851 +6,180%
Bank of America
3
Bank of America
North Carolina
USD 14.1 M +USD 1.35 M +54,696 +11%
Gerber Kawasaki Wealth & Investment Management
4
Gerber Kawasaki Wealth & Investment Management
California
USD 13.9 M +USD 6.83 M +277,082 +96%
Wells Fargo
5
Wells Fargo
California
USD 13.4 M -USD 442 k -17,944 -3%
Morgan Stanley
6
Morgan Stanley
New York
USD 12.3 M +USD 238 k +9,661 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
USD 8.58 M -USD 56.5 k -2,293 -0.7%
Brinker Capital Investments
8
Brinker Capital Investments
Pennsylvania
USD 7.81 M +USD 1.95 M +79,056 +64%
Orion Portfolio Solutions
9
Orion Portfolio Solutions
Nebraska
USD 7.81 M +USD 1.95 M +79,056 +64%
Mariner
10
Mariner
Kansas
USD 6.33 M +USD 226 k +9,189 +4%
LPL Financial
11
LPL Financial
California
USD 5.5 M +USD 750 k +30,432 +16%
Boyd Wealth Management
12
Boyd Wealth Management
California
USD 5.46 M +USD 5.46 M +221,449 Nuevas
Ameriprise
13
Ameriprise
Minnesota
USD 4.69 M -USD 150 k -6,084 -3%
SteelPeak Wealth
14
SteelPeak Wealth
California
USD 4.05 M +USD 91.8 k +3,725 +2%
First American Trust
15
First American Trust
California
USD 3.62 M -USD 15.6 k -633 -0.4%
Jane Street
16
Jane Street
New York
USD 3.07 M -USD 5.68 M -230,475 -65%
UBS Group
17
UBS Group
Switzerland
USD 2.48 M -USD 694 k -28,188 -22%
WealthSource Partners
18
WealthSource Partners
California
USD 2.2 M +USD 33.1 k +1,343 +2%
Flow Traders U.S.
19
Flow Traders U.S.
New York
USD 2.14 M +USD 2.14 M +87,052 Nuevas
Allworth Financial
20
Allworth Financial
California
USD 1.91 M +USD 163 k +6,607 +9%
Pure Financial Advisors
21
Pure Financial Advisors
California
USD 1.87 M +USD 11.3 k +457 +0.6%
KeyBank National Association
22
KeyBank National Association
Ohio
USD 1.81 M +USD 120 k +4,866 +7%
Prospera Financial Services
23
Prospera Financial Services
Texas
USD 1.68 M +USD 1.68 M +68,166 Nuevas
SimpliFi Inc
24
SimpliFi Inc
California
USD 1.59 M +USD 638 k +25,902 +67%
Osaic Holdings
25
Osaic Holdings
Arizona
USD 1.52 M -USD 199 k -8,067 -12%
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