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Invesco New York AMT-Free Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Elequin Capital
26
Elequin Capital
New York
$358K +$354K +15,767 New
Wealthfront Advisers
27
Wealthfront Advisers
California
$320K -$13.6K -607 -4%
Wells Fargo
28
Wells Fargo
California
$309K +$154K +6,868 +102%
Mustico Financial Group
29
Mustico Financial Group
New York
$296K +$49.6K +2,211 +20%
Gerber Kawasaki Wealth & Investment Management
30
Gerber Kawasaki Wealth & Investment Management
California
$291K +$110K +4,892 +62%
Cascade Financial Partners
31
Cascade Financial Partners
California
$286K +$50.9K +2,266 +22%
McDonald Partners
32
McDonald Partners
Ohio
$281K – – –
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$281K +$277K +12,340 New
PFG Investments
34
PFG Investments
New York
$262K +$259K +11,537 New
Bank of New York Mellon
35
Bank of New York Mellon
New York
$236K +$314 +14 +0.1%
UBS Group
36
UBS Group
Switzerland
$234K -$538K -23,975 -70%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$220K +$12.6K +560 +6%
Valicenti Advisory Services
38
Valicenti Advisory Services
New York
$211K – – –
Flagship Harbor Advisors
39
Flagship Harbor Advisors
Massachusetts
$202K +$200K +8,900 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$201K +$63.7K +2,838 +47%
Godfrey Financial Associates
41
Godfrey Financial Associates
New York
$194K – – –
Jones Financial Companies
42
Jones Financial Companies
Missouri
$50.2K +$763 +34 +2%
AssetMark Inc
43
AssetMark Inc
California
$28K +$27.7K +1,232 New
GAMMA Investing
44
GAMMA Investing
California
$27.4K +$2.78K +124 +11%
UBS AM
45
UBS AM
Illinois
– -$642K -29,075 Closed
Old Mission Capital
46
Old Mission Capital
Illinois
– -$515K -23,320 Closed
Raymond James Financial
47
Raymond James Financial
Florida
– -$241K -10,908 Closed
Belpointe Asset Management
48
Belpointe Asset Management
Nevada
– -$235K -10,666 Closed
Citigroup
49
Citigroup
New York
– -$199K -9,000 Closed
Root Financial Partners
50
Root Financial Partners
California
– -$45.4K -2,055 Closed