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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
76
TME Financial
California
$289K -$161K -6,892 -36%
GI
77
GAMMA Investing
California
$283K -$177K -7,583 -38%
Kayne Anderson Rudnick Investment Management
78
Kayne Anderson Rudnick Investment Management
California
$266K +$266K +11,405 New
WWA
79
WCG Wealth Advisors
Nevada
$262K +$261K +11,204 New
PWM
80
Parkshore Wealth Management
California
$261K -$218K -9,358 -46%
CSIC
81
Clifford Swan Investment Counsel
California
$240K
SPIA
82
Steward Partners Investment Advisory
New York
$239K -$3.66K -157 -2%
RFP
83
Root Financial Partners
California
$239K +$239K +10,240 New
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$238K -$199K -8,532 -46%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$237K -$7.77M -333,069 -97%
TPWA
86
Twin Peaks Wealth Advisors
California
$234K
RF
87
Rossby Financial
Florida
$233K
SEP
88
Southland Equity Partners
Missouri
$232K
FF
89
Foronjy Financial
California
$230K +$230K +9,851 New
LWP
90
Laurel Wealth Planning
Minnesota
$228K -$12.6K -539 -5%
Corient Private Wealth
91
Corient Private Wealth
Florida
$227K +$227K +9,729 New
DWS
92
Dynamic Wealth Strategies
California
$227K -$573K -24,552 -72%
HIF
93
Hill Island Financial
Michigan
$207K +$607 +26 +0.3%
Comerica Bank
94
Comerica Bank
Texas
$196K
FFA
95
Farther Finance Advisors
California
$189K
MM
96
Main Management
California
$110K -$933 -40 -0.8%
BCWM
97
Bartlett & Co Wealth Management
Ohio
$87.5K +$54.1K +2,317 +162%
AIP
98
Ameritas Investment Partners
Nebraska
$75.6K +$350 +15 +0.5%
EWP
99
Elevation Wealth Partners
California
$70.4K +$607 +26 +0.9%
CFD
100
Creative Financial Designs
Indiana
$70K