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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$907K -$103K -4,252 -10%
ALA
52
Atlas Legacy Advisors
California
$904K +$305K +12,578 +51%
WN
53
Williams & Novak
California
$853K +$24.2K +1,000 +3%
SVWG
54
Shared Vision Wealth Group
United States
$853K
MCM
55
Mattern Capital Management
Colorado
$798K +$26.8K +1,108 +3%
FTUS
56
Flow Traders U.S.
New York
$770K +$772K +31,874 New
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$756K +$13.9K +574 +2%
CMBA
58
C.M. Bidwell & Associates
Hawaii
$737K +$119K +4,935 +19%
DWM
59
Destination Wealth Management
California
$728K -$696K -28,752 -49%
Osaic Holdings
60
Osaic Holdings
Arizona
$660K -$1.1M -45,568 -63%
DCM
61
Dimension Capital Management
Florida
$634K
FA
62
FF Advisors
California
$628K +$629K +25,990 New
OFG
63
Omega Financial Group
California
$623K +$14.5K +597 +2%
Creative Planning
64
Creative Planning
Kansas
$613K +$155K +6,402 +34%
OIA
65
OneDigital Investment Advisors
Kansas
$592K
AWM
66
Axxcess Wealth Management
California
$592K +$593K +24,488 New
NAS
67
NWF Advisory Services
California
$559K
JSW
68
Journey Strategic Wealth
New Jersey
$557K +$46.3K +1,914 +9%
Fisher Asset Management
69
Fisher Asset Management
Washington
$532K
EH
70
Equitable Holdings
New York
$512K +$4.24K +175 +0.8%
NA
71
Nautilus Advisors
California
$506K -$239K -9,856 -32%
WPC
72
Wedmont Private Capital
Pennsylvania
$502K +$501K +20,689 New
MML Investors Services
73
MML Investors Services
Massachusetts
$499K +$500K +20,640 New
BCI
74
Brinker Capital Investments
Pennsylvania
$489K -$1.2M -49,536 -71%
SM
75
Sweeney & Michel
California
$485K