We are live on ! Find out more
PWZ icon

Invesco California AMT-Free Municipal Bond ETF
PWZ

Name Holding Trade Value Shares
Change 		Change in
Stake
Credit Agricole
1
Credit Agricole
France
$101M +$74.4M +2,938,864 New
CSIA
2
Charles Schwab Investment Advisory
California
$35.5M +$10.6M +418,272 +43%
LPL Financial
3
LPL Financial
California
$9.58M -$110K -4,348 -1%
Bank of America
4
Bank of America
North Carolina
$6.52M -$4.9M -193,379 -43%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.08M +$4.91M +194,136 +3,173%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$3.65M +$3.64M +143,800 New
Jane Street
7
Jane Street
New York
$3.36M +$2.61M +102,943 +347%
UBS Group
8
UBS Group
Switzerland
$3.21M -$1.73M -68,417 -35%
BPC
9
Banque Pictet & Cie
Switzerland
$2.61M -$2.53K -100 -0.1%
PNAA
10
Pictet North America Advisors
Switzerland
$2.61M -$2.53K -100 -0.1%
Wells Fargo
11
Wells Fargo
California
$1.96M -$20.6M -813,152 -91%
Morgan Stanley
12
Morgan Stanley
New York
$1.59M -$966K -38,150 -38%
GKWIM
13
Gerber Kawasaki Wealth & Investment Management
California
$1.54M +$459K +18,150 +43%
PAS
14
Partnervest Advisory Services
California
$1.14M +$25K +987 +2%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.06M -$641K -25,309 -38%
Citigroup
16
Citigroup
New York
$920K -$4.79K -189 -0.5%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$905K +$436K +17,232 +93%
AA
18
Apriem Advisors
California
$434K +$709 +28 +0.2%
VKH
19
Virtu KCG Holdings
New York
$373K -$348K -13,731 -48%
BCI
20
Brinker Capital Investments
Pennsylvania
$297K -$35K -1,384 -11%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$282K +$50K +1,976 +22%
AG
22
Advisor Group
Arizona
$258K +$1.06K +42 +0.4%
Citadel Advisors
23
Citadel Advisors
Florida
$239K -$376K -14,866 -61%
TSS
24
Two Sigma Securities
New York
$238K +$238K +9,390 New
CAN
25
Cetera Advisor Networks
California
$232K +$232K +9,165 New
1
2