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
$245M -$92M -3,863,929 -28%
Jane Street
2
Jane Street
New York
$85.1M +$81.2M +3,407,395 New
FFA
3
First Foundation Advisors
California
$30.3M +$974K +40,882 +3%
Bank of America
4
Bank of America
North Carolina
$28.2M +$10.7M +449,713 +66%
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$21.6M +$2.36M +99,008 +13%
MMA
6
Miracle Mile Advisors
California
$21.1M +$3.17M +133,233 +19%
EWA
7
EP Wealth Advisors
California
$19.9M +$19M +795,605 New
Wells Fargo
8
Wells Fargo
California
$17.8M +$9.15M +383,994 +116%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$11.2M +$10.7M +447,310 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$11M +$5.8M +243,382 +123%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$11M +$5.79M +243,012 +124%
Morgan Stanley
12
Morgan Stanley
New York
$10.3M -$1.73M -72,639 -15%
JP Morgan Chase
13
JP Morgan Chase
New York
$9.64M -$3.73M -156,495 -29%
LPL Financial
14
LPL Financial
California
$7.73M +$369K +15,477 +5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$7.49M -$1.81M -75,893 -20%
Mariner
16
Mariner
Kansas
$7.09M +$428K +17,957 +7%
Ameriprise
17
Ameriprise
Minnesota
$6.15M +$1.21M +50,995 +26%
AF
18
Allworth Financial
California
$4.77M +$2.43M +102,143 +115%
Renaissance Technologies
19
Renaissance Technologies
New York
$4.76M +$4.54M +190,611 New
ACA
20
Affinity Capital Advisors
California
$4.25M +$422K +17,696 +12%
FAT
21
First American Trust
California
$3.59M -$170K -7,143 -5%
BCI
22
Brinker Capital Investments
Pennsylvania
$3.07M +$284K +11,909 +11%
OPS
23
Orion Portfolio Solutions
Nebraska
$3.07M +$284K +11,909 +11%
WP
24
WealthSource Partners
California
$2.93M -$1.12M -46,908 -29%
SW
25
SteelPeak Wealth
California
$2.17M -$1.46M -61,192 -41%
1
2 3 4