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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
Farther Finance Advisors
California
$2.47M +$534K +22,015 +28%
LPAM
27
Lodestar Private Asset Management
California
$2.19M +$280K +11,530 +15%
SI
28
SimpliFi Inc
California
$2.1M -$10.1K -415 -0.5%
UBS Group
29
UBS Group
Switzerland
$2.04M +$6.55K +270 +0.3%
NG
30
Navigation Group
California
$1.89M
SW
31
SteelPeak Wealth
California
$1.82M -$270K -11,155 -13%
Jane Street
32
Jane Street
New York
$1.78M -$337K -13,908 -16%
Raymond James Financial
33
Raymond James Financial
Florida
$1.76M +$42.3K +1,743 +2%
MWM
34
McNaughton Wealth Management
California
$1.55M -$159K -6,566 -9%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.55M +$79.9K +3,294 +6%
TRCT
36
Tower Research Capital (TRC)
New York
$1.51M +$1.5M +61,770 New
Ameriprise
37
Ameriprise
Minnesota
$1.49M -$91.4K -3,771 -6%
Citadel Advisors
38
Citadel Advisors
Florida
$1.42M +$1.41M +58,069 New
EC
39
Elequin Capital
New York
$1.23M +$1.21M +50,028 New
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.19M +$1.18M +48,510 New
PAG
41
Private Advisor Group
New Jersey
$1.16M +$1.15M +47,308 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.14M +$267K +11,016 +31%
AFG
43
Atomi Financial Group
New York
$1.12M -$584K -24,079 -35%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$1.12M +$199K +8,213 +22%
FWA
45
FOCUS Wealth Advisors
Texas
$1.07M +$2.38K +98 +0.2%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1M -$42.1K -1,737 -4%
Cerity Partners
47
Cerity Partners
New York
$987K +$488K +20,139 +100%
GRP
48
Global Retirement Partners
California
$966K +$956K +39,422 New
PFS
49
Prospera Financial Services
Texas
$948K +$25.1K +1,037 +3%
OIA
50
OneDigital Investment Advisors
Kansas
$947K +$171K +7,055 +22%