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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
1
Charles Schwab
California
USD 240 M +USD 240 M +9,740,441 Nuevas
Miracle Mile Advisors
2
Miracle Mile Advisors
California
USD 52.2 M +USD 12.8 M +519,838 +33%
First Foundation Advisors
3
First Foundation Advisors
California
USD 38.4 M -USD 3.05 M -123,722 -7%
Stratos Wealth Partners
4
Stratos Wealth Partners
Ohio
USD 34.1 M +USD 103 k +4,169 +0.3%
Gerber Kawasaki Wealth & Investment Management
5
Gerber Kawasaki Wealth & Investment Management
California
USD 25.3 M +USD 1.36 M +55,382 +6%
Bank of America
6
Bank of America
North Carolina
USD 21.4 M -USD 7.25 M -294,426 -25%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 20.6 M +USD 4.78 M +194,154 +30%
EP Wealth Advisors
8
EP Wealth Advisors
California
USD 18.8 M -USD 23.1 k -939 -0.1%
Morgan Stanley
9
Morgan Stanley
New York
USD 15.1 M +USD 3.75 M +152,096 +33%
JP Morgan Chase
10
JP Morgan Chase
New York
USD 12 M +USD 11.9 M +484,789 Nuevas
LPL Financial
11
LPL Financial
California
USD 9.8 M -USD 116 k -4,713 -1%
Mariner
12
Mariner
Kansas
USD 8.26 M +USD 851 k +34,530 +11%
Fidelity Investments
13
Fidelity Investments
Massachusetts
USD 6.82 M -USD 274 k -11,118 -4%
Wells Fargo
14
Wells Fargo
California
USD 6.61 M -USD 11.2 M -454,672 -63%
Ameriprise
15
Ameriprise
Minnesota
USD 6.46 M +USD 392 k +15,913 +6%
Allworth Financial
16
Allworth Financial
California
USD 5.31 M +USD 678 k +27,499 +15%
Boyd Wealth Management
17
Boyd Wealth Management
California
USD 4.87 M +USD 4.86 M +197,318 Nuevas
First American Trust
18
First American Trust
California
USD 4.09 M +USD 79.4 k +3,223 +2%
SteelPeak Wealth
19
SteelPeak Wealth
California
USD 2.94 M -USD 434 k -17,605 -13%
OneDigital Investment Advisors
20
OneDigital Investment Advisors
Kansas
USD 2.76 M +USD 2.76 M +111,881 Nuevas
KeyBank National Association
21
KeyBank National Association
Ohio
USD 2.7 M +USD 1.04 M +42,414 +63%
Brinker Capital Investments
22
Brinker Capital Investments
Pennsylvania
USD 2.62 M – – –
Orion Portfolio Solutions
23
Orion Portfolio Solutions
Nebraska
USD 2.62 M – – –
UBS Group
24
UBS Group
Switzerland
USD 2.33 M -USD 418 k -16,948 -15%
Jane Street
25
Jane Street
New York
USD 2.3 M +USD 2.04 M +82,874 +812%
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