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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
Nautilus Advisors
California
$470K -$17K -700 -4%
SI
77
Seeds Investor
New York
$463K +$458K +18,882 New
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$448K +$64.2K +2,649 +17%
Stifel Financial
79
Stifel Financial
Missouri
$443K +$162K +6,699 +59%
AC
80
Apella Capital
Connecticut
$365K
KWA
81
Kingswood Wealth Advisors
California
$361K +$358K +14,746 New
WA
82
Waddell & Associates
Tennessee
$346K
AssetMark Inc
83
AssetMark Inc
California
$344K -$897 -37 -0.3%
WS
84
Wedbush Securities
California
$332K +$102K +4,200 +45%
WIM
85
WealthPlan Investment Management
Nebraska
$323K -$412 -17 -0.1%
FPCP
86
Fort Point Capital Partners
California
$320K +$316K +13,051 New
TPWA
87
Twin Peaks Wealth Advisors
California
$315K +$66.7K +2,751 +27%
CC
88
Climber Capital
Switzerland
$309K
TF
89
TME Financial
California
$302K +$824 +34 +0.3%
SPIA
90
Steward Partners Investment Advisory
New York
$286K
WRPWM
91
Werba Rubin Papier Wealth Management
California
$280K +$277K +11,440 New
LWP
92
Laurel Wealth Planning
Minnesota
$276K -$8.63K -356 -3%
CAM
93
Cresset Asset Management
Illinois
$264K +$261K +10,783 New
CIA
94
Concurrent Investment Advisors
Florida
$255K
FF
95
Foronjy Financial
California
$251K +$10.8K +447 +5%
HIF
96
Hill Island Financial
Michigan
$251K -$238K -9,800 -49%
RF
97
Rossby Financial
Florida
$242K
FA
98
FF Advisors
California
$241K +$238K +9,824 New
Corient Private Wealth
99
Corient Private Wealth
Florida
$238K +$236K +9,729 New
APFP
100
Action Point Financial Planning
Michigan
$236K +$5.5K +227 +2%