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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
$321M +$113M +4,647,696 +51%
FFA
2
First Foundation Advisors
California
$27.5M +$12.7M +520,876 +80%
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$17.9M +$4.85M +199,429 +35%
MMA
4
Miracle Mile Advisors
California
$16.7M +$16.8M +690,600 +3,578%
Bank of America
5
Bank of America
North Carolina
$15.9M +$2.55M +104,959 +18%
JP Morgan Chase
6
JP Morgan Chase
New York
$12.7M +$13.1M +539,694 +20,305%
Morgan Stanley
7
Morgan Stanley
New York
$11.4M -$357K -14,707 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$8.82M +$668K +27,469 +8%
Wells Fargo
9
Wells Fargo
California
$7.74M -$5.19M -213,534 -39%
LPL Financial
10
LPL Financial
California
$6.9M +$1.71M +70,488 +32%
Mariner
11
Mariner
Kansas
$6.24M +$220K +9,031 +4%
BWM
12
Boyd Wealth Management
California
$5.69M +$514K +21,164 +10%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.66M +$4.4M +181,088 +1,047%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$4.6M +$4.76M +195,982 New
Ameriprise
15
Ameriprise
Minnesota
$4.55M +$90.2K +3,709 +2%
WP
16
WealthSource Partners
California
$3.85M +$1.82M +74,874 +84%
ACA
17
Affinity Capital Advisors
California
$3.58M +$2.38M +97,926 +179%
FAT
18
First American Trust
California
$3.54M +$99.1K +4,078 +3%
SW
19
SteelPeak Wealth
California
$3.47M -$396K -16,286 -10%
PFA
20
Pure Financial Advisors
California
$3.18M +$1.45M +59,762 +79%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.63M +$1.23M +50,477 +82%
BCI
22
Brinker Capital Investments
Pennsylvania
$2.6M -$2.23M -91,761 -45%
OPS
23
Orion Portfolio Solutions
Nebraska
$2.6M -$2.23M -91,761 -45%
AF
24
Allworth Financial
California
$2.08M +$274K +11,272 +15%
UBS Group
25
UBS Group
Switzerland
$1.83M -$557K -22,931 -23%
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