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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$2.36M -$56.8K -2,280 -2%
OPS
27
Orion Portfolio Solutions
Nebraska
$2.36M -$56.8K -2,280 -2%
MWM
28
McNaughton Wealth Management
California
$2.28M +$124K +4,981 +6%
UBS Group
29
UBS Group
Switzerland
$2.24M -$128K -5,127 -5%
SW
30
SteelPeak Wealth
California
$2.14M -$746K -29,945 -26%
Cerity Partners
31
Cerity Partners
New York
$2M +$1.4M +56,053 +223%
JSW
32
Journey Strategic Wealth
New Jersey
$1.88M +$119K +4,788 +7%
PFS
33
Prospera Financial Services
Texas
$1.86M +$162K +6,493 +9%
Wealthfront Advisers
34
Wealthfront Advisers
California
$1.82M +$975K +39,164 +113%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.62M +$291K +11,687 +22%
PFA
36
Pure Financial Advisors
California
$1.51M +$99.3K +3,988 +7%
LPAM
37
Lodestar Private Asset Management
California
$1.5M +$62.9K +2,528 +4%
SI
38
SimpliFi Inc
California
$1.43M -$73.6K -2,957 -5%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.41M +$467K +18,773 +49%
VWM
40
Verus Wealth Management
Wisconsin
$1.4M +$1.41M +56,522 New
WN
41
Williams & Novak
California
$1.33M -$207K -8,300 -13%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.25M +$578K +23,194 +85%
GWS
43
Greykasell Wealth Strategies
California
$1.17M +$1.18M +47,245 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.17M +$437K +17,568 +59%
NAS
45
NWF Advisory Services
California
$1M +$436K +17,507 +76%
NA
46
Nautilus Advisors
California
$912K +$919K +36,920 New
DWS
47
Dynamic Wealth Strategies
California
$846K -$33.7K -1,354 -4%
FWA
48
FOCUS Wealth Advisors
Texas
$823K -$45.5K -1,828 -5%
DWM
49
Destination Wealth Management
California
$799K +$155K +6,241 +24%
HWAM
50
Hennion & Walsh Asset Management
New Jersey
$694K +$172K +6,891 +32%