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Invesco National AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.04B -$29.9M -1,331,451 -3%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$87.2M +$4.42M +196,614 +5%
LPL Financial
3
LPL Financial
California
$54.1M +$4.19M +186,346 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$43.4M +$7.16M +318,090 +20%
Morgan Stanley
5
Morgan Stanley
New York
$42.7M -$1.63M -72,285 -4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$40.1M +$3.15M +140,078 +8%
Wells Fargo
7
Wells Fargo
California
$39.7M -$7.91M -351,462 -17%
EWA
8
EP Wealth Advisors
California
$34.2M +$1.7M +75,670 +5%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$31.9M +$11.7M +519,844 +57%
UBS Group
10
UBS Group
Switzerland
$28.9M -$37.2M -1,652,694 -56%
Jane Street
11
Jane Street
New York
$22.8M -$5.84M -259,591 -20%
Ameriprise
12
Ameriprise
Minnesota
$20M -$6.11M -271,837 -23%
MMA
13
Miracle Mile Advisors
California
$19.6M +$1.08M +47,885 +6%
Stifel Financial
14
Stifel Financial
Missouri
$17.8M +$716K +31,809 +4%
SWP
15
Stratos Wealth Partners
Ohio
$16.6M +$1.06M +47,050 +7%
Raymond James Financial
16
Raymond James Financial
Florida
$14.8M +$1.87M +83,346 +14%
QC
17
Quadrature Capital
United Kingdom
$13.8M +$13.8M +615,447 New
Osaic Holdings
18
Osaic Holdings
Arizona
$13.4M +$1.78M +79,293 +15%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$11.8M +$1.93M +85,800 +19%
JP Morgan Chase
20
JP Morgan Chase
New York
$11.4M -$10.5M -466,224 -48%
GKWIM
21
Gerber Kawasaki Wealth & Investment Management
California
$11.2M +$824K +36,652 +8%
Goldman Sachs
22
Goldman Sachs
New York
$11.1M -$461K -20,502 -4%
Truist Financial
23
Truist Financial
North Carolina
$10.1M -$82.3K -3,658 -0.8%
AF
24
Allworth Financial
California
$9.85M -$329K -14,640 -3%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$9.45M +$6.41M +284,775 +207%