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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
$76.8M -$25.8M -1,002,425 -25%
Jane Street
2
Jane Street
New York
$12.2M +$6.38M +247,259 +106%
Bank of America
3
Bank of America
North Carolina
$8.79M -$1.7M -65,754 -16%
LPL Financial
4
LPL Financial
California
$5.13M -$1.39M -54,054 -21%
Morgan Stanley
5
Morgan Stanley
New York
$3.42M +$9.23K +358 +0.3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.71M +$2.74M +106,161 New
UBS Group
7
UBS Group
Switzerland
$2.5M +$47.3K +1,836 +2%
Wells Fargo
8
Wells Fargo
California
$1.72M -$27K -1,047 -2%
GKWIM
9
Gerber Kawasaki Wealth & Investment Management
California
$1.28M -$25.8K -1,000 -2%
BPC
10
Banque Pictet & Cie
Switzerland
$1.11M +$237K +9,200 +27%
PNAA
11
Pictet North America Advisors
Switzerland
$1.11M +$237K +9,200 +27%
LNC
12
Lincoln National Corp
Pennsylvania
$801K – – –
BCI
13
Brinker Capital Investments
Pennsylvania
$689K +$193K +7,500 +38%
PAS
14
Partnervest Advisory Services
California
$580K -$17.8K -691 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$510K +$157K +6,099 +44%
AA
16
Apriem Advisors
California
$480K -$100K -3,883 -17%
HighTower Advisors
17
HighTower Advisors
Illinois
$418K +$17.2K +667 +4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$393K -$4.2K -163 -1%
EWF
19
Epstein & White Financial
California
$359K -$138K -5,352 -28%
KeyBank National Association
20
KeyBank National Association
Ohio
$319K +$323K +12,509 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$312K -$1.34K -52 -0.4%
AG
22
Advisor Group
Arizona
$307K +$19.9K +770 +7%
AWM
23
AE Wealth Management
Kansas
$294K +$297K +11,524 New
DC
24
DeDora Capital
California
$280K – – –
Citadel Advisors
25
Citadel Advisors
Florida
$280K +$283K +10,974 New
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