Institutional Ownership Invesco California Amt Free Mu (PWZ)
This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ). We have compiled data on the 129 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $475 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,520,756
shares
|
$58.8 Million
1.26% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
1,793,042
shares
|
$41.8 Million
0.68% of portfolio
|
Q1 2025
Added 21.51%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,439,348
shares
|
$33.6 Million
0.08% of portfolio
|
Q1 2025
Added 15.19%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,426,565
shares
|
$33.3 Million
0.01% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
1,312,859
shares
|
$30.6 Million
1.42% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
1,115,085
shares
|
$26 Million
1.11% of portfolio
|
Q1 2025
Reduced 17.54%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,048,140
shares
|
$24.4 Million
2.04% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
867,396
shares
|
$20.2 Million
0.17% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
859,151
shares
|
$20 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.72%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
639,821
shares
|
$14.9 Million
0.0% of portfolio
|
Q1 2025
Added 13.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
578,075
shares
|
$13.5 Million
0.01% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
470,131
shares
|
$11 Million
0.11% of portfolio
|
Q1 2025
Reduced 95.81%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
444,988
shares
|
$10.4 Million
2.71% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
400,303
shares
|
$9.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
396,958
shares
|
$9.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
343,233
shares
|
$8 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
326,244
shares
|
$7.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
324,747
shares
|
$7.57 Million
0.74% of portfolio
|
Q1 2025
Added 54.23%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
268,578
shares
|
$6.26 Million
0.0% of portfolio
|
Q1 2025
Added 41.33%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
189,807
shares
|
$4.43 Million
0.86% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
188,372
shares
|
$4.39 Million
0.19% of portfolio
|
Q3 2022
Added 5.44%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
186,090
shares
|
$4.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.58%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
169,385
shares
|
$3.95 Million
0.04% of portfolio
|
Q1 2025
Added 47.78%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
147,159
shares
|
$3.43 Million
0.01% of portfolio
|
Q1 2025
Added 99.67%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
129,262
shares
|
$3.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 42.48%
|