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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
$218M -$61.6M -2,599,396 -22%
Jane Street
2
Jane Street
New York
$34.1M +$33.5M +1,413,606 New
Bank of America
3
Bank of America
North Carolina
$13.3M +$821K +34,640 +7%
Morgan Stanley
4
Morgan Stanley
New York
$12.3M +$4.05M +170,939 +50%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.74M +$1.86M +78,614 +28%
Wells Fargo
6
Wells Fargo
California
$8.2M -$7.2M -303,455 -47%
Mariner
7
Mariner
Kansas
$6.43M +$4.85M +204,586 +331%
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$5.21M -$6.51M -274,644 -56%
FTUS
9
Flow Traders U.S.
New York
$4.08M +$3.51M +148,142 +707%
LPL Financial
10
LPL Financial
California
$3.89M -$523K -22,044 -12%
Ameriprise
11
Ameriprise
Minnesota
$3.39M -$625K -26,363 -16%
FAT
12
First American Trust
California
$3.37M -$338K -14,255 -9%
UBS Group
13
UBS Group
Switzerland
$3.18M -$418K -17,609 -12%
Renaissance Technologies
14
Renaissance Technologies
New York
$3.03M +$2.98M +125,585 New
BCI
15
Brinker Capital Investments
Pennsylvania
$1.97M +$23.5K +993 +1%
WP
16
WealthSource Partners
California
$1.97M +$1.48M +62,603 +330%
SW
17
SteelPeak Wealth
California
$1.86M -$876K -36,956 -32%
PFA
18
Pure Financial Advisors
California
$1.8M +$1.04M +43,864 +142%
KeyBank National Association
19
KeyBank National Association
Ohio
$1.7M -$28K -1,182 -2%
AF
20
Allworth Financial
California
$1.34M -$253K -10,689 -16%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.28M +$163K +6,861 +15%
MWM
22
McNaughton Wealth Management
California
$1.26M +$227K +9,586 +23%
LPAM
23
Lodestar Private Asset Management
California
$1.11M +$1.09M +46,002 New
OFG
24
Omega Financial Group
California
$1M +$7.11K +300 +0.7%
OPS
25
Orion Portfolio Solutions
Nebraska
$845K +$453K +19,083 +120%
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