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
CSIA
1
Charles Schwab Investment Advisory
California
$177M +$19.3M +695,138 +12%
BC
2
Brio Consultants
California
$13.3M +$1.11M +40,014 +9%
Bank of America
3
Bank of America
North Carolina
$12.9M +$477K +17,168 +4%
Morgan Stanley
4
Morgan Stanley
New York
$12.3M -$188K -6,749 -2%
Jane Street
5
Jane Street
New York
$7.15M +$7.13M +256,235 New
GKWIM
6
Gerber Kawasaki Wealth & Investment Management
California
$6.84M -$191K -6,873 -3%
LPL Financial
7
LPL Financial
California
$5.86M -$138K -4,972 -2%
Ameriprise
8
Ameriprise
Minnesota
$5.17M -$1.55M -55,824 -23%
Wells Fargo
9
Wells Fargo
California
$4.57M +$199K +7,140 +5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$4.28M +$66.3K +2,383 +2%
SW
11
SteelPeak Wealth
California
$4M +$763K +27,454 +24%
BRWA
12
B. Riley Wealth Advisors
Florida
$3.63M +$1.73M +62,057 +91%
FAT
13
First American Trust
California
$3.63M +$494K +17,755 +16%
MIAN
14
Mariner Independent Advisor Network
Kansas
$3.41M +$3.4M +122,327 New
UBS Group
15
UBS Group
Switzerland
$3.16M +$189K +6,803 +6%
RMC
16
Regis Management Company
California
$2.78M – – –
SWRP
17
Summit Wealth & Retirement Planning
California
$2.55M -$355K -12,765 -12%
KeyBank National Association
18
KeyBank National Association
Ohio
$1.94M +$20.2K +725 +1%
MWM
19
McNaughton Wealth Management
California
$1.85M +$1.85M +66,706 New
Mariner
20
Mariner
Kansas
$1.66M +$1.66M +59,590 New
BCI
21
Brinker Capital Investments
Pennsylvania
$1.44M +$87K +3,130 +6%
SC
22
Seldon Capital
California
$1.26M +$1.25M +45,091 New
Osaic Holdings
23
Osaic Holdings
Arizona
$1.25M +$161K +5,772 +15%
RPCA
24
Running Point Capital Advisors
California
$1.16M -$113K -4,052 -9%
Citadel Advisors
25
Citadel Advisors
Florida
$1.04M +$1.03M +37,220 New
1
2 3 4