We are live on ! Find out more
PWZ icon

Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.04M -$407K -17,463 -17%
MWM
27
McNaughton Wealth Management
California
$1.89M -$128K -5,494 -6%
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$1.86M +$856K +36,763 +90%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.81M +$293K +12,591 +20%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.74M +$284K +12,205 +20%
Ameriprise
31
Ameriprise
Minnesota
$1.69M -$108K -4,623 -6%
BCI
32
Brinker Capital Investments
Pennsylvania
$1.67M -$391K -16,794 -19%
SI
33
SimpliFi Inc
California
$1.65M +$153K +6,585 +11%
CWM
34
Certus Wealth Management
California
$1.56M +$1.12M +47,895 +277%
LPAM
35
Lodestar Private Asset Management
California
$1.53M +$31.5K +1,351 +2%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$1.52M -$153K -6,548 -9%
AFG
37
Atomi Financial Group
New York
$1.45M -$98.7K -4,235 -7%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.42M -$755K -32,415 -35%
DWM
39
Destination Wealth Management
California
$1.41M +$550K +23,612 +67%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$1.2M +$186K +7,981 +19%
IWC
41
Integrated Wealth Concepts
Massachusetts
$1.15M +$224K +9,624 +25%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.15M +$19.1K +820 +2%
PFS
43
Prospera Financial Services
Texas
$1.05M +$15.9K +683 +2%
II
44
Impact Investors
California
$1.04M -$887K -38,066 -47%
FWA
45
FOCUS Wealth Advisors
Texas
$1.01M +$68.3K +2,932 +7%
Cerity Partners
46
Cerity Partners
New York
$999K +$973K +41,779 New
ACA
47
Affinity Capital Advisors
California
$999K -$268K -11,499 -22%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$934K +$431K +18,491 +90%
QCM
49
Quantinno Capital Management
New York
$915K +$236K +10,124 +36%
SVWG
50
Shared Vision Wealth Group
United States
$858K +$396K +17,000 +93%