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 14.6 Million shares, which have been reported (via 13F filing form) to have a value of $363 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,270,757
shares
|
$56.5 Million
1.37% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
1,504,361
shares
|
$37.4 Million
1.46% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
1,411,558
shares
|
$35.1 Million
0.52% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
1,166,001
shares
|
$29 Million
1.35% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,048,343
shares
|
$26.1 Million
0.01% of portfolio
|
Q3 2024
Added 25.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
954,130
shares
|
$23.7 Million
0.0% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
773,395
shares
|
$19.2 Million
0.17% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
515,672
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
509,689
shares
|
$12.7 Million
0.01% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
466,488
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
407,238
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2024
Added 55.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
276,984
shares
|
$6.89 Million
0.0% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
223,857
shares
|
$5.57 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
218,922
shares
|
$5.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.63%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
217,234
shares
|
$5.41 Million
0.03% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
188,372
shares
|
$4.69 Million
0.19% of portfolio
|
Q3 2022
Added 5.44%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
173,464
shares
|
$4.32 Million
0.44% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
117,259
shares
|
$2.92 Million
0.19% of portfolio
|
Q4 2023
Reduced 28.57%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
116,748
shares
|
$2.91 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
109,940
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
104,225
shares
|
$2.59 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
98,022
shares
|
$2.44 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
95,820
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
87,183
shares
|
$2.17 Million
1.06% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
81,621
shares
|
$2.03 Million
0.04% of portfolio
|
Q4 2022
Added 1.23%
|