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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
$452M +$320M +13,733,922 +266%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$53.6M +$13.3M +571,684 +34%
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$41.4M +$11.9M +512,910 +42%
MMA
4
Miracle Mile Advisors
California
$32.8M -$27.9M -1,197,400 -47%
SWP
5
Stratos Wealth Partners
Ohio
$31.2M -$12.3M -527,455 -29%
SC
6
Syon Capital
California
$31M -$1.27M -54,399 -4%
Bank of America
7
Bank of America
North Carolina
$23.6M +$6.67M +286,187 +41%
LPL Financial
8
LPL Financial
California
$14.1M +$193K +8,272 +1%
Morgan Stanley
9
Morgan Stanley
New York
$13.3M -$1.39M -59,626 -10%
FFA
10
First Foundation Advisors
California
$11.1M -$11.4M -489,046 -51%
Goldman Sachs
11
Goldman Sachs
New York
$11.1M +$10.8M +462,683 New
GC
12
Guggenheim Capital
Illinois
$10.7M +$3.82M +164,116 +58%
Jane Street
13
Jane Street
New York
$7.92M -$3.69M -158,245 -32%
PFA
14
Pure Financial Advisors
California
$6.96M -$320K -13,739 -5%
FAT
15
First American Trust
California
$6.79M +$502K +21,567 +8%
Wells Fargo
16
Wells Fargo
California
$5.77M +$421K +18,088 +8%
JP Morgan Chase
17
JP Morgan Chase
New York
$5.55M +$1.55M +66,597 +40%
Mariner
18
Mariner
Kansas
$3.36M -$266K -11,431 -8%
Renaissance Technologies
19
Renaissance Technologies
New York
$3.15M +$3.07M +131,800 New
EWM
20
Elmwood Wealth Management
California
$2.97M +$2.31M +99,289 +396%
Citadel Advisors
21
Citadel Advisors
Florida
$2.65M +$1.38M +59,302 +115%
KeyBank National Association
22
KeyBank National Association
Ohio
$2.56M -$247K -10,624 -9%
AF
23
Allworth Financial
California
$2.3M -$894K -38,375 -29%
SW
24
SteelPeak Wealth
California
$2.22M -$643K -27,590 -23%
Northern Trust
25
Northern Trust
Illinois
$2.06M +$2.01M +86,261 New