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Invesco California AMT-Free Municipal Bond ETF
PWZ

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Charles Schwab Investment Advisory
1
Charles Schwab Investment Advisory
California
US$ 269 mi +US$ 73,5 mi +3.000.424 +35%
Wells Fargo
2
Wells Fargo
California
US$ 14,9 mi +US$ 3,05 mi +124.457 +24%
Bank of America
3
Bank of America
North Carolina
US$ 12 mi -US$ 2,3 mi -93.960 -15%
Gerber Kawasaki Wealth & Investment Management
4
Gerber Kawasaki Wealth & Investment Management
California
US$ 11,4 mi +US$ 2,83 mi +115.643 +31%
Morgan Stanley
5
Morgan Stanley
New York
US$ 7,85 mi -US$ 1,19 mi -48.533 -13%
Fidelity Investments
6
Fidelity Investments
Massachusetts
US$ 6,57 mi -US$ 1,64 mi -66.874 -19%
Mariner Independent Advisor Network
7
Mariner Independent Advisor Network
Kansas
US$ 4,36 mi +US$ 238 mil +9.720 +5%
LPL Financial
8
LPL Financial
California
US$ 4,24 mi -US$ 572 mil -23.371 -11%
Ameriprise
9
Ameriprise
Minnesota
US$ 3,87 mi +US$ 416 +17 +0%
First American Trust
10
First American Trust
California
US$ 3,56 mi +US$ 520 mil +21.240 +16%
UBS Group
11
UBS Group
Switzerland
US$ 3,46 mi -US$ 3,27 mi -133.522 -47%
EP Wealth Advisors
12
EP Wealth Advisors
California
US$ 3,39 mi +US$ 1,01 mi +41.247 +39%
SteelPeak Wealth
13
SteelPeak Wealth
California
US$ 2,64 mi -US$ 767 mil -31.302 -22%
Brinker Capital Investments
14
Brinker Capital Investments
Pennsylvania
US$ 1,87 mi +US$ 1,97 mi +80.628 Nova
KeyBank National Association
15
KeyBank National Association
Ohio
US$ 1,66 mi – – –
Allworth Financial
16
Allworth Financial
California
US$ 1,53 mi +US$ 659 mil +26.927 +69%
Summit Wealth & Retirement Planning
17
Summit Wealth & Retirement Planning
California
US$ 1,48 mi -US$ 340 mil -13.893 -18%
Mariner
18
Mariner
Kansas
US$ 1,43 mi -US$ 85,4 mil -3.486 -5%
Citadel Advisors
19
Citadel Advisors
Florida
US$ 1,22 mi +US$ 920 mil +37.581 +249%
Osaic Holdings
20
Osaic Holdings
Arizona
US$ 1,07 mi -US$ 27,3 mil -1.114 -2%
McNaughton Wealth Management
21
McNaughton Wealth Management
California
US$ 983 mil -US$ 154 mil -6.269 -13%
Omega Financial Group
22
Omega Financial Group
California
US$ 957 mil +US$ 7,72 mil +315 +0,8%
Pure Financial Advisors
23
Pure Financial Advisors
California
US$ 714 mil -US$ 136 mil -5.549 -15%
Brio Consultants
24
Brio Consultants
California
US$ 686 mil -US$ 16,7 mi -681.768 -96%
B. Riley Wealth Advisors
25
B. Riley Wealth Advisors
Florida
US$ 624 mil -US$ 29,3 mil -1.195 -4%
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