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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
$210M -$40.4M -1,638,280 -16%
Jane Street
2
Jane Street
New York
$29.6M +$21.7M +881,162 +261%
BC
3
Brio Consultants
California
$17.6M +$11.4M +462,598 +186%
Bank of America
4
Bank of America
North Carolina
$14.8M +$2.56M +103,787 +21%
Wells Fargo
5
Wells Fargo
California
$12.6M +$9.76M +396,300 +324%
Morgan Stanley
6
Morgan Stanley
New York
$9.42M -$3.26M -132,443 -25%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$9.12M +$3.36M +136,564 +57%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$8.52M -$6.46M -262,256 -43%
UBS Group
9
UBS Group
Switzerland
$6.88M +$2.92M +118,642 +72%
LPL Financial
10
LPL Financial
California
$5.02M +$447K +18,158 +10%
MIAN
11
Mariner Independent Advisor Network
Kansas
$4.41M +$253K +10,268 +6%
Ameriprise
12
Ameriprise
Minnesota
$4.08M -$260K -10,543 -6%
SW
13
SteelPeak Wealth
California
$3.54M +$83.8K +3,400 +2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.37M +$3.02M +122,414 +757%
FAT
15
First American Trust
California
$3.22M -$115K -4,660 -3%
EWA
16
EP Wealth Advisors
California
$2.56M +$2.14M +86,728 +471%
RMC
17
Regis Management Company
California
$2.43M – – –
FTUS
18
Flow Traders U.S.
New York
$2.06M +$2.09M +84,712 New
SWRP
19
Summit Wealth & Retirement Planning
California
$1.89M -$151K -6,117 -7%
KeyBank National Association
20
KeyBank National Association
Ohio
$1.74M +$49.6K +2,012 +3%
Mariner
21
Mariner
Kansas
$1.59M -$258K -10,467 -14%
WP
22
WealthSource Partners
California
$1.47M +$802K +32,561 +118%
Renaissance Technologies
23
Renaissance Technologies
New York
$1.26M +$927K +37,652 +263%
MWM
24
McNaughton Wealth Management
California
$1.18M -$468K -18,998 -28%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.15M +$116K +4,700 +11%
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