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Invesco California AMT-Free Municipal Bond ETF
PWZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
1
Miracle Mile Advisors
California
$59.9M +$3.84M +154,087 +7%
SWP
2
Stratos Wealth Partners
Ohio
$36.4M +$1.59M +64,034 +5%
Bank of America
3
Bank of America
North Carolina
$34.1M +$4.81M +193,290 +16%
FFA
4
First Foundation Advisors
California
$33.4M -$3.79M -152,053 -10%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$30.9M +$31.1M +1,249,535 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$30.7M +$4.87M +195,412 +19%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$30.4M +$1.6M +64,303 +6%
SC
8
Syon Capital
California
$26.9M +$27.2M +1,090,712 New
EWA
9
EP Wealth Advisors
California
$20.7M +$1.57M +63,174 +8%
Morgan Stanley
10
Morgan Stanley
New York
$13.9M +$1.18M +47,314 +9%
LPL Financial
11
LPL Financial
California
$13.7M +$1.08M +43,301 +8%
ALA
12
Atlas Legacy Advisors
California
$11.1M +$11.2M +449,290 New
Ameriprise
13
Ameriprise
Minnesota
$10.7M +$628K +25,208 +6%
JP Morgan Chase
14
JP Morgan Chase
New York
$10.4M -$1.13M -45,548 -10%
Wells Fargo
15
Wells Fargo
California
$8.25M +$1.42M +57,071 +21%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$5.65M -$1.11M -44,711 -16%
AF
17
Allworth Financial
California
$5.59M +$282K +11,332 +5%
Mariner
18
Mariner
Kansas
$5.55M +$144K +5,787 +3%
FAT
19
First American Trust
California
$5.2M +$924K +37,097 +21%
ACA
20
Affinity Capital Advisors
California
$5.17M -$353K -14,175 -6%
Jane Street
21
Jane Street
New York
$4.69M +$3.96M +158,975 +512%
KeyBank National Association
22
KeyBank National Association
Ohio
$2.91M +$200K +8,050 +7%
GC
23
Guggenheim Capital
Illinois
$2.83M +$2.04M +81,797 +249%
OIA
24
OneDigital Investment Advisors
Kansas
$2.64M +$64.3K +2,582 +2%
II
25
Impact Investors
California
$2.43M +$2.45M +98,536 New
1
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