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Invesco California AMT-Free Municipal Bond ETF
PWZ

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Charles Schwab
1
Charles Schwab
California
US$ 240 mi +US$ 240 mi +9.740.441 Nova
Miracle Mile Advisors
2
Miracle Mile Advisors
California
US$ 52,2 mi +US$ 12,8 mi +519.838 +33%
First Foundation Advisors
3
First Foundation Advisors
California
US$ 38,4 mi -US$ 3,05 mi -123.722 -7%
Stratos Wealth Partners
4
Stratos Wealth Partners
Ohio
US$ 34,1 mi +US$ 103 mil +4.169 +0,3%
Gerber Kawasaki Wealth & Investment Management
5
Gerber Kawasaki Wealth & Investment Management
California
US$ 25,3 mi +US$ 1,36 mi +55.382 +6%
Bank of America
6
Bank of America
North Carolina
US$ 21,4 mi -US$ 7,25 mi -294.426 -25%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
US$ 20,6 mi +US$ 4,78 mi +194.154 +30%
EP Wealth Advisors
8
EP Wealth Advisors
California
US$ 18,8 mi -US$ 23,1 mil -939 -0,1%
Morgan Stanley
9
Morgan Stanley
New York
US$ 15,1 mi +US$ 3,75 mi +152.096 +33%
JP Morgan Chase
10
JP Morgan Chase
New York
US$ 12 mi +US$ 11,9 mi +484.789 Nova
LPL Financial
11
LPL Financial
California
US$ 9,8 mi -US$ 116 mil -4.713 -1%
Mariner
12
Mariner
Kansas
US$ 8,26 mi +US$ 851 mil +34.530 +11%
Fidelity Investments
13
Fidelity Investments
Massachusetts
US$ 6,82 mi -US$ 274 mil -11.118 -4%
Wells Fargo
14
Wells Fargo
California
US$ 6,61 mi -US$ 11,2 mi -454.672 -63%
Ameriprise
15
Ameriprise
Minnesota
US$ 6,46 mi +US$ 392 mil +15.913 +6%
Allworth Financial
16
Allworth Financial
California
US$ 5,31 mi +US$ 678 mil +27.499 +15%
Boyd Wealth Management
17
Boyd Wealth Management
California
US$ 4,87 mi +US$ 4,86 mi +197.318 Nova
First American Trust
18
First American Trust
California
US$ 4,09 mi +US$ 79,4 mil +3.223 +2%
SteelPeak Wealth
19
SteelPeak Wealth
California
US$ 2,94 mi -US$ 434 mil -17.605 -13%
OneDigital Investment Advisors
20
OneDigital Investment Advisors
Kansas
US$ 2,76 mi +US$ 2,76 mi +111.881 Nova
KeyBank National Association
21
KeyBank National Association
Ohio
US$ 2,7 mi +US$ 1,04 mi +42.414 +63%
Brinker Capital Investments
22
Brinker Capital Investments
Pennsylvania
US$ 2,62 mi – – –
Orion Portfolio Solutions
23
Orion Portfolio Solutions
Nebraska
US$ 2,62 mi – – –
UBS Group
24
UBS Group
Switzerland
US$ 2,33 mi -US$ 418 mil -16.948 -15%
Jane Street
25
Jane Street
New York
US$ 2,3 mi +US$ 2,04 mi +82.874 +812%
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