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Invesco National AMT-Free Municipal Bond ETF

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 1375 M +USD 76.8 M +3,297,186 +6%
UBS Group
2
UBS Group
Switzerland
USD 575 M +USD 68.4 M +2,936,930 +14%
Ameriprise
3
Ameriprise
Minnesota
USD 173 M +USD 2.22 M +95,239 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 125 M +USD 10.6 M +455,430 +9%
Jupiter Topco
5
Jupiter Topco
New York
USD 105 M +USD 104 M +4,466,587 Nuevas
CLA (CliftonLarsonAllen) Wealth Advisors
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 101 M -USD 1.81 M -77,806 -2%
LPL Financial
7
LPL Financial
California
USD 95.2 M +USD 20.2 M +868,230 +27%
Bank of New York Mellon
8
Bank of New York Mellon
New York
USD 76.5 M +USD 11.9 M +513,009 +19%
JP Morgan Chase
9
JP Morgan Chase
New York
USD 64.8 M +USD 4.69 M +201,230 +8%
EP Wealth Advisors
10
EP Wealth Advisors
California
USD 55.2 M +USD 12.6 M +540,746 +30%
UBS AM
11
UBS AM
Illinois
USD 52.5 M -USD 44.1 M -1,892,583 -46%
SoFi Wealth
12
SoFi Wealth
California
USD 50.8 M +USD 4.09 M +175,595 +9%
Morgan Stanley
13
Morgan Stanley
New York
USD 50.2 M +USD 8.87 k +381 +0%
Wells Fargo
14
Wells Fargo
California
USD 45.8 M +USD 8.82 M +378,913 +24%
Arax Advisory Partners
15
Arax Advisory Partners
Colorado
USD 42.7 M +USD 42.2 M +1,812,494 +132,106%
Vestmark Advisory Solutions
16
Vestmark Advisory Solutions
Massachusetts
USD 41.4 M +USD 34.9 M +1,498,872 +575%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
USD 37.4 M -USD 3.94 M -169,227 -10%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
USD 29.7 M +USD 2 M +85,818 +7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 26 M +USD 1.92 M +82,279 +8%
Stifel Financial
20
Stifel Financial
Missouri
USD 24.2 M -USD 156 k -6,716 -0.6%
Sanctuary Advisors
21
Sanctuary Advisors
Indiana
USD 23.3 M +USD 6.04 M +259,240 +35%
Raymond James Financial
22
Raymond James Financial
Florida
USD 21.4 M +USD 5.62 M +241,262 +36%
Gerber Kawasaki Wealth & Investment Management
23
Gerber Kawasaki Wealth & Investment Management
California
USD 19 M +USD 1.71 M +73,495 +10%
Miracle Mile Advisors
24
Miracle Mile Advisors
California
USD 18.5 M +USD 2.21 M +94,857 +14%
NewEdge Advisors
25
NewEdge Advisors
Louisiana
USD 17 M +USD 2.33 M +100,034 +16%