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Invesco California AMT-Free Municipal Bond ETF
PWZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wealthfront Advisers
1
Wealthfront Advisers
California
USD 121 M +USD 117 M +5,024,737 +3,414%
Miracle Mile Advisors
2
Miracle Mile Advisors
California
USD 60 M +USD 1.14 M +48,895 +2%
Stratos Wealth Partners
3
Stratos Wealth Partners
Ohio
USD 42.7 M +USD 871 k +37,325 +2%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
USD 38.9 M +USD 5.31 M +227,707 +16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 38.9 M +USD 5.6 M +239,883 +17%
Syon Capital
6
Syon Capital
California
USD 31.5 M +USD 7.08 M +303,478 +29%
Gerber Kawasaki Wealth & Investment Management
7
Gerber Kawasaki Wealth & Investment Management
California
USD 28.5 M -USD 2.17 M -92,963 -7%
First Foundation Advisors
8
First Foundation Advisors
California
USD 22.2 M -USD 3.78 M -162,207 -15%
EP Wealth Advisors
9
EP Wealth Advisors
California
USD 19.5 M -USD 777 k -33,310 -4%
Bank of America
10
Bank of America
North Carolina
USD 16.3 M -USD 3.74 M -160,338 -19%
Morgan Stanley
11
Morgan Stanley
New York
USD 14.4 M -USD 548 k -23,468 -4%
LPL Financial
12
LPL Financial
California
USD 13.6 M +USD 97.7 k +4,185 +0.7%
Jane Street
13
Jane Street
New York
USD 11.4 M +USD 5.16 M +220,948 +82%
Pure Financial Advisors
14
Pure Financial Advisors
California
USD 7.11 M +USD 5.69 M +243,949 +403%
Guggenheim Capital
15
Guggenheim Capital
Illinois
USD 6.59 M +USD 2.64 M +113,043 +67%
First American Trust
16
First American Trust
California
USD 6.12 M -USD 1.46 M -62,521 -19%
Wells Fargo
17
Wells Fargo
California
USD 5.21 M -USD 2.4 M -103,035 -32%
JP Morgan Chase
18
JP Morgan Chase
New York
USD 3.86 M -USD 5.48 M -234,732 -59%
Mariner
19
Mariner
Kansas
USD 3.55 M +USD 530 k +22,728 +18%
Allworth Financial
20
Allworth Financial
California
USD 3.14 M -USD 1.2 M -51,454 -28%
SteelPeak Wealth
21
SteelPeak Wealth
California
USD 2.81 M +USD 180 k +7,708 +7%
KeyBank National Association
22
KeyBank National Association
Ohio
USD 2.74 M +USD 124 k +5,331 +5%
UBS Group
23
UBS Group
Switzerland
USD 2.39 M +USD 289 k +12,402 +14%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
USD 2.14 M +USD 865 k +37,069 +68%
Brinker Capital Investments
25
Brinker Capital Investments
Pennsylvania
USD 2.02 M -USD 144 k -6,158 -7%
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