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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
$1.27B +$69.1M +2,967,775 +6%
UBS Group
2
UBS Group
Switzerland
$495M +$457M +19,637,061 +1,039%
RBA
3
Richard Bernstein Advisors
New York
$209M +$141M +6,061,835 +199%
Ameriprise
4
Ameriprise
Minnesota
$167M +$150M +6,434,313 +787%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$111M +$53.1M +2,279,392 +89%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$100M +$1M +43,003 +1%
UBS AM
7
UBS AM
Illinois
$94.8M +$70.9M +3,048,038 +283%
LPL Financial
8
LPL Financial
California
$73.1M +$13.1M +561,462 +21%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$63M +$6.41M +275,544 +11%
JP Morgan Chase
10
JP Morgan Chase
New York
$58.4M +$42.8M +1,840,698 +258%
Morgan Stanley
11
Morgan Stanley
New York
$49M +$5.45M +234,063 +12%
SW
12
SoFi Wealth
California
$45.6M +$35M +1,502,814 +313%
EWA
13
EP Wealth Advisors
California
$41.5M +$4.78M +205,481 +13%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$40.5M -$2.72M -116,655 -6%
Wells Fargo
15
Wells Fargo
California
$36.1M +$4.08M +175,438 +13%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$27M +$11M +472,183 +67%
Stifel Financial
17
Stifel Financial
Missouri
$23.8M +$3.49M +149,813 +17%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$23.5M +$14.6M +628,025 +160%
GKWIM
19
Gerber Kawasaki Wealth & Investment Management
California
$16.9M +$1.29M +55,332 +8%
SA
20
Sanctuary Advisors
Indiana
$16.8M +$5.26M +226,011 +45%
MMA
21
Miracle Mile Advisors
California
$15.9M -$16.4M -703,699 -50%
Raymond James Financial
22
Raymond James Financial
Florida
$15.4M +$1.51M +64,901 +11%
Jane Street
23
Jane Street
New York
$14.8M -$42M -1,804,482 -74%
NA
24
NewEdge Advisors
Louisiana
$14.3M +$13.4M +576,292 +1,200%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$12.4M +$5.14M +220,926 +69%