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Invesco California AMT-Free Municipal Bond ETF
PWZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$79.9M +$24.3M +927,577 +43%
LPL Financial
2
LPL Financial
California
$10.3M -$70.4K -2,690 -0.7%
Bank of America
3
Bank of America
North Carolina
$7.07M -$11.4K -436 -0.2%
UBS Group
4
UBS Group
Switzerland
$3.03M -$177K -6,749 -5%
Morgan Stanley
5
Morgan Stanley
New York
$2.66M +$912K +34,859 +52%
BPC
6
Banque Pictet & Cie
Switzerland
$2.59M -$98.8K -3,775 -4%
PNAA
7
Pictet North America Advisors
Switzerland
$2.59M -$98.8K -3,775 -4%
JMPWA
8
JP Morgan Private Wealth Advisors
California
$1.83M +$663K +25,359 +57%
Jane Street
9
Jane Street
New York
$1.82M +$1.3M +49,590 +246%
Wells Fargo
10
Wells Fargo
California
$1.71M -$381K -14,566 -18%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$1.7M +$85.7K +3,275 +5%
VF
12
Virtu Financial
New York
$940K +$943K +36,035 New
HighTower Advisors
13
HighTower Advisors
Illinois
$774K -$47K -1,797 -6%
PAS
14
Partnervest Advisory Services
California
$721K -$264K -10,109 -27%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$707K +$521K +19,905 +277%
DCM
16
Dimension Capital Management
Florida
$684K – – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$656K +$415K +15,845 +170%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$584K +$376K +14,366 +179%
AA
19
Apriem Advisors
California
$579K +$61.4K +2,346 +12%
Citigroup
20
Citigroup
New York
$462K -$426K -16,297 -48%
BCI
21
Brinker Capital Investments
Pennsylvania
$401K -$22.4K -855 -5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$309K -$602 -23 -0.2%
LNC
23
Lincoln National Corp
Pennsylvania
$274K +$275K +10,512 New
NFG
24
NewFocus Financial Group
Washington
$264K +$265K +10,128 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$238K +$170K +6,496 +247%
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