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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$561K +$230K +8,180 +68%
DWM
27
Destination Wealth Management
California
$547K -$150K -5,342 -21%
FWA
28
FOCUS Wealth Advisors
Texas
$526K +$11.8K +420 +2%
ACI
29
Alpha Cubed Investments
California
$494K +$500K +17,790 New
GRP
30
Global Retirement Partners
California
$477K +$292K +10,383 +153%
ACA
31
Atlas Capital Advisors
Wyoming
$442K
Creative Planning
32
Creative Planning
Kansas
$440K +$56 +2 +0%
CAN
33
Cetera Advisor Networks
California
$429K +$1.6K +57 +0.4%
OMC
34
Old Mission Capital
Illinois
$427K -$1.2M -42,579 -73%
JBA
35
Johnson Bixby & Associates
Washington
$413K +$787 +28 +0.2%
IP
36
Intellectus Partners
California
$407K -$68.3K -2,428 -14%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$399K -$10.2K -361 -2%
FCA
38
FLC Capital Advisors
California
$330K
CW
39
CreativeOne Wealth
Kansas
$320K -$148K -5,256 -31%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$312K +$316K +11,246 New
MCM
41
Mattern Capital Management
Colorado
$298K +$91.1K +3,241 +43%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$287K +$32.6K +1,160 +13%
SI
43
SimpliFi Inc
California
$272K +$275K +9,796 New
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$263K
DADC
45
D.A. Davidson & Co
Montana
$261K +$265K +9,423 New
PWM
46
Paulson Wealth Management
Illinois
$239K
WCWM
47
Wooster Corthell Wealth Management
Connecticut
$237K +$240K +8,541 New
GCA
48
Gradient Capital Advisors
California
$233K
CWS
49
Cypress Wealth Services
California
$228K +$1.29K +46 +0.6%
RFA
50
Reilly Financial Advisors
California
$225K