We are live on ! Find out more
PWZ icon

Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OMC
101
Old Mission Capital
Illinois
$213K +$217K +8,938 New
PWM
102
Parkshore Wealth Management
California
$210K -$58.8K -2,427 -22%
PCS
103
Private Client Services
Kentucky
$205K +$1.96K +81 +1%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$201K -$775 -32 -0.4%
DWS
105
Dynamic Wealth Strategies
California
$116K -$21.6K -892 -16%
MM
106
Main Management
California
$107K -$3.95K -163 -4%
RFP
107
Root Financial Partners
California
$106K -$140K -5,797 -57%
BCWM
108
Bartlett & Co Wealth Management
Ohio
$90.7K
AIP
109
Ameritas Investment Partners
Nebraska
$89.9K +$11.3K +468 +14%
EWP
110
Elevation Wealth Partners
California
$74K +$703 +29 +0.9%
CFD
111
Creative Financial Designs
Indiana
$71.6K
AF
112
Align Financial
Minnesota
$70.2K -$1.65M -68,090 -96%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$67.1K +$61.6K +2,544 +953%
LFG
114
Larson Financial Group
Missouri
$63.3K
AG
115
AmeriFlex Group
Nevada
$50.7K +$509 +21 +1%
Simplex Trading
116
Simplex Trading
Illinois
$38K +$38.5K +1,591 New
EWA
117
EverSource Wealth Advisors
Alabama
$30.4K +$291 +12 +1%
AF
118
Abound Financial
California
$18K
GSWM
119
Golden State Wealth Management
California
$13K -$24.7K -1,021 -65%
VCM
120
Versant Capital Management
Arizona
$8.83K
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$6.06K +$6.15K +254 New
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$5.35K -$8.96K -370 -62%
AWM
123
AE Wealth Management
Kansas
$4.92K
CSC
124
Caldwell Sutter Capital
California
$2.39K +$2.42K +100 New
PA
125
Parallel Advisors
California
$955