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 100 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $608 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
9,740,441
shares
|
$244 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,270,757
shares
|
$57 Million
1.37% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 06, 2024 Q2 2024 |
1,558,333
shares
|
$39.1 Million
1.5% of portfolio
|
Q2 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
1,411,558
shares
|
$35.4 Million
0.52% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
1,024,559
shares
|
$25.7 Million
1.28% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
866,778
shares
|
$21.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.34%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
834,585
shares
|
$20.9 Million
0.01% of portfolio
|
Q2 2024
Added 30.32%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
760,405
shares
|
$19.1 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
613,732
shares
|
$15.4 Million
0.0% of portfolio
|
Q2 2024
Added 32.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
484,789
shares
|
$12.2 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
396,441
shares
|
$9.95 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
334,919
shares
|
$8.4 Million
0.02% of portfolio
|
Q2 2024
Added 11.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
267,784
shares
|
$6.72 Million
0.0% of portfolio
|
Q2 2024
Reduced 62.93%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
261,976
shares
|
$6.57 Million
0.0% of portfolio
|
Q2 2024
Added 6.47%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
223,857
shares
|
$5.62 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
214,084
shares
|
$5.37 Million
0.03% of portfolio
|
Q2 2024
Added 14.74%
|
|
|
Boyd Wealth Management, LLC
|
Jul 24, 2024 Q2 2024 |
197,318
shares
|
$4.95 Million
2.69% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
188,372
shares
|
$4.73 Million
0.19% of portfolio
|
Q3 2022
Added 5.44%
|
|
|
First American Trust, Fsb
|
Aug 12, 2024 Q2 2024 |
165,875
shares
|
$4.16 Million
0.42% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 16, 2024 Q2 2024 |
119,362
shares
|
$2.99 Million
0.14% of portfolio
|
Q2 2024
Reduced 12.85%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
117,259
shares
|
$2.94 Million
0.19% of portfolio
|
Q4 2023
Reduced 28.57%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
111,881
shares
|
$2.81 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
109,305
shares
|
$2.74 Million
0.01% of portfolio
|
Q2 2024
Added 63.41%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
106,065
shares
|
$2.66 Million
0.03% of portfolio
|
Q1 2024
Reduced 13.47%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
94,413
shares
|
$2.37 Million
0.0% of portfolio
|
Q2 2024
Reduced 15.22%
|