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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
$225M +$1.46M +59,235 +0.7%
Wells Fargo
2
Wells Fargo
California
$13.9M +$5.44M +221,589 +65%
Bank of America
3
Bank of America
North Carolina
$12.9M -$774K -31,518 -6%
Morgan Stanley
4
Morgan Stanley
New York
$12.1M -$505K -20,541 -4%
Jane Street
5
Jane Street
New York
$8.8M -$26M -1,058,439 -75%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$8.68M -$288K -11,725 -3%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$7.13M +$1.77M +71,856 +33%
Mariner
8
Mariner
Kansas
$6.14M -$462K -18,788 -7%
Ameriprise
9
Ameriprise
Minnesota
$4.86M +$1.38M +56,160 +40%
LPL Financial
10
LPL Financial
California
$4.78M +$784K +31,911 +20%
SW
11
SteelPeak Wealth
California
$3.98M +$2.05M +83,348 +108%
FAT
12
First American Trust
California
$3.65M +$197K +8,034 +6%
UBS Group
13
UBS Group
Switzerland
$3.2M -$62.9K -2,560 -2%
BCI
14
Brinker Capital Investments
Pennsylvania
$3.06M +$1.03M +41,754 +51%
OPS
15
Orion Portfolio Solutions
Nebraska
$3.06M +$2.17M +88,360 +252%
WP
16
WealthSource Partners
California
$2.18M +$156K +6,354 +8%
PFA
17
Pure Financial Advisors
California
$1.86M +$13.5K +551 +0.7%
AF
18
Allworth Financial
California
$1.76M +$379K +15,420 +28%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.72M +$407K +16,573 +31%
KeyBank National Association
20
KeyBank National Association
Ohio
$1.7M -$45.8K -1,866 -3%
MWM
21
McNaughton Wealth Management
California
$1.39M +$100K +4,074 +8%
LPAM
22
Lodestar Private Asset Management
California
$1.11M -$28.8K -1,174 -3%
OFG
23
Omega Financial Group
California
$1.04M +$7.2K +293 +0.7%
SI
24
SimpliFi Inc
California
$956K +$949K +38,612 New
WSWA
25
Warren Street Wealth Advisors
California
$707K -$31.7K -1,289 -4%
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