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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$501K +$142K +5,970 +42%
FWA
52
FOCUS Wealth Advisors
Texas
$492K -$35.9K -1,509 -7%
Creative Planning
53
Creative Planning
Kansas
$487K -$351K -14,740 -43%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$449K +$140K +5,864 +48%
ACI
55
Alpha Cubed Investments
California
$444K
GRP
56
Global Retirement Partners
California
$442K -$82.3K -3,454 -16%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$421K +$45.9K +1,927 +13%
AAS
58
Avantax Advisory Services
Texas
$405K -$6.34K -266 -2%
BWM
59
Boyd Wealth Management
California
$397K -$5.4M -226,718 -93%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$380K +$19K +799 +6%
Stifel Financial
61
Stifel Financial
Missouri
$367K +$65.7K +2,758 +23%
WA
62
Waddell & Associates
Tennessee
$353K
SIG
63
Spinnaker Investment Group
California
$337K +$321K +13,472 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$331K
Citadel Advisors
65
Citadel Advisors
Florida
$325K -$255K -10,722 -45%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$271K +$259K +10,862 New
LWP
67
Laurel Wealth Planning
Minnesota
$255K +$30.4K +1,276 +14%
Corient Private Wealth
68
Corient Private Wealth
Florida
$243K +$232K +9,729 New
BRWA
69
B. Riley Wealth Advisors
Florida
$235K -$5.72K -240 -2%
M
70
MYeCFO
California
$210K +$200K +8,400 New
AWE
71
Avidian Wealth Enterprises
Texas
$203K +$193K +8,113 New
MM
72
Main Management
California
$146K -$3.69K -155 -3%
US Bancorp
73
US Bancorp
Minnesota
$145K -$35.7K -1,500 -21%
DI
74
DAGCO Inc
Ohio
$117K +$112K +4,687 New
DWS
75
Dynamic Wealth Strategies
California
$117K +$112K +4,687 New