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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Destination Wealth Management
California
$387K +$207K +7,757 +116%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$380K -$7.86K -295 -2%
PWM
28
Paulson Wealth Management
Illinois
$226K +$223K +8,373 New
GCA
29
Gradient Capital Advisors
California
$225K
FFG
30
Ford Financial Group
California
$215K +$214K +8,017 New
CWS
31
Cypress Wealth Services
California
$210K +$1.33K +50 +0.6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$208K -$51.9K -1,948 -20%
AWM
33
AE Wealth Management
Kansas
$208K +$1.23K +46 +0.6%
EWF
34
Epstein & White Financial
California
$207K +$1.2K +45 +0.6%
NFG
35
NewFocus Financial Group
Washington
$203K +$201K +7,538 New
MM
36
Main Management
California
$199K +$197K +7,400 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$190K +$28.7K +1,078 +18%
Citigroup
38
Citigroup
New York
$150K -$61.3K -2,302 -29%
GRP
39
Global Retirement Partners
California
$136K +$76.1K +2,858 +130%
SPIA
40
Steward Partners Investment Advisory
New York
$104K +$104K +3,891 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$54K
BWA
42
BDO Wealth Advisors
Florida
$38K
GI
43
Gradient Investments
Minnesota
$27K
AIP
44
Ameritas Investment Partners
Nebraska
$20K +$19.9K +747 New
PA
45
Parallel Advisors
California
$17K +$1.78K +67 +12%
KC
46
Knuff & Co
California
$8K
TRCT
47
Tower Research Capital (TRC)
New York
$8K
EWM
48
Elmwood Wealth Management
California
$6K +$2.29K +86 +63%
AF
49
Allworth Financial
California
$4K
BlackRock
50
BlackRock
New York
$1K -$213 -8 -22%