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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
– -$440K -15,840 Closed
IP
77
Intellectus Partners
California
– -$407K -14,650 Closed
DADC
78
D.A. Davidson & Co
Montana
– -$261K -9,423 Closed
PWM
79
Paulson Wealth Management
Illinois
– -$239K -8,622 Closed
WCWM
80
Wooster Corthell Wealth Management
Connecticut
– -$237K -8,541 Closed
EGA
81
Eagle Global Advisors
Texas
– -$208K -7,500 Closed
BC
82
Bartlett & Co
Ohio
– -$40K -1,430 Closed
BCWM
83
Bartlett & Co Wealth Management
Ohio
– -$39.7K -1,430 Closed