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 128 institutions that hold shares in the stock, with a total of 36.2 Million shares, which have been reported (via 13F filing form) to have a value of $879 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
96,261
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 28.5%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
92,807
shares
|
$2.25 Million
0.08% of portfolio
|
Q3 2025
Reduced 22.92%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
92,720
shares
|
$2.25 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
86,261
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
85,099
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.03%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
79,082
shares
|
$1.92 Million
0.83% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
77,566
shares
|
$1.88 Million
0.07% of portfolio
|
Q3 2025
Added 90.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
75,750
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Added 19.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
72,903
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Added 20.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
70,822
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
69,768
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.4%
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
69,016
shares
|
$1.67 Million
0.91% of portfolio
|
Q3 2025
Added 10.55%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
65,204
shares
|
$1.58 Million
1.0% of portfolio
|
Q3 2025
Added 276.71%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
64,152
shares
|
$1.56 Million
0.16% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
60,411
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
59,394
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.31%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
58,868
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2025
Added 66.97%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
58,520
shares
|
$1.42 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
50,319
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 18.85%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
48,218
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Added 24.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
48,198
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
43,896
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Oct 29, 2025 Q3 2025 |
43,365
shares
|
$1.05 Million
0.68% of portfolio
|
Q3 2025
Reduced 46.75%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
42,336
shares
|
$1.03 Million
0.53% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
41,779
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|