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Invesco California AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$121M +$117M +5,024,737 +3,414%
MMA
2
Miracle Mile Advisors
California
$60M +$1.14M +48,895 +2%
SWP
3
Stratos Wealth Partners
Ohio
$42.7M +$871K +37,325 +2%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$38.9M +$5.31M +227,707 +16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$38.9M +$5.6M +239,883 +17%
SC
6
Syon Capital
California
$31.5M +$7.08M +303,478 +29%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$28.5M -$2.17M -92,963 -7%
FFA
8
First Foundation Advisors
California
$22.2M -$3.78M -162,207 -15%
EWA
9
EP Wealth Advisors
California
$19.5M -$777K -33,310 -4%
Bank of America
10
Bank of America
North Carolina
$16.3M -$3.74M -160,338 -19%
Morgan Stanley
11
Morgan Stanley
New York
$14.4M -$548K -23,468 -4%
LPL Financial
12
LPL Financial
California
$13.6M +$97.7K +4,185 +0.7%
Jane Street
13
Jane Street
New York
$11.4M +$5.16M +220,948 +82%
PFA
14
Pure Financial Advisors
California
$7.11M +$5.69M +243,949 +403%
GC
15
Guggenheim Capital
Illinois
$6.59M +$2.64M +113,043 +67%
FAT
16
First American Trust
California
$6.12M -$1.46M -62,521 -19%
Wells Fargo
17
Wells Fargo
California
$5.21M -$2.4M -103,035 -32%
JP Morgan Chase
18
JP Morgan Chase
New York
$3.86M -$5.48M -234,732 -59%
Mariner
19
Mariner
Kansas
$3.55M +$530K +22,728 +18%
AF
20
Allworth Financial
California
$3.14M -$1.2M -51,454 -28%
SW
21
SteelPeak Wealth
California
$2.81M +$180K +7,708 +7%
KeyBank National Association
22
KeyBank National Association
Ohio
$2.74M +$124K +5,331 +5%
UBS Group
23
UBS Group
Switzerland
$2.39M +$289K +12,402 +14%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.14M +$865K +37,069 +68%
BCI
25
Brinker Capital Investments
Pennsylvania
$2.02M -$144K -6,158 -7%