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Invesco California AMT-Free Municipal Bond ETF
PWZ

Name Holding Trade Value Shares
Change 		Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$429M +$1.75M +72,318 +0.4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$85.3M +$13.1M +539,048 +18%
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$51.3M +$4.37M +180,046 +9%
MMA
4
Miracle Mile Advisors
California
$30.5M +$138K +5,701 +0.5%
SC
5
Syon Capital
California
$30.2M +$646K +26,637 +2%
Bank of America
6
Bank of America
North Carolina
$29.8M +$3.94M +162,383 +15%
GC
7
Guggenheim Capital
Illinois
$25.2M +$4.14M +170,685 +20%
EWA
8
EP Wealth Advisors
California
$19.3M +$899K +37,079 +5%
LPL Financial
9
LPL Financial
California
$16.7M +$1.19M +49,095 +8%
Morgan Stanley
10
Morgan Stanley
New York
$15.3M +$909K +37,489 +6%
FFA
11
First Foundation Advisors
California
$9.31M +$13.6K +560 +0.1%
SVWG
12
Shared Vision Wealth Group
United States
$7.62M +$6.68M +275,580 +780%
JP Morgan Chase
13
JP Morgan Chase
New York
$7.31M +$1.9M +78,158 +36%
PFA
14
Pure Financial Advisors
California
$6.98M +$322K +13,262 +5%
RSWM
15
Robertson Stephens Wealth Management
California
$5.84M +$954K +39,333 +20%
Wells Fargo
16
Wells Fargo
California
$4.5M -$1.23M -50,874 -22%
IWC
17
Integrated Wealth Concepts
Massachusetts
$4.3M +$1.84M +75,683 +76%
FAT
18
First American Trust
California
$4.15M -$187K -7,707 -4%
HighTower Advisors
19
HighTower Advisors
Illinois
$3.57M +$532K +21,923 +18%
CA
20
Chatterton & Associates
California
$3.54M +$303K +12,486 +9%
EWM
21
Elmwood Wealth Management
California
$3.46M -$20.2K -835 -0.6%
KeyBank National Association
22
KeyBank National Association
Ohio
$3.27M +$249K +10,258 +8%
ACA
23
Affinity Capital Advisors
California
$3.03M +$1.98M +81,613 +196%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$3.02M +$78.5K +3,237 +3%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$2.72M +$439K +18,108 +20%
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