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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
117,259
shares
|
$2.73 Million
0.19% of portfolio
|
Q4 2023
Reduced 28.57%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
115,384
shares
|
$2.69 Million
0.03% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
112,689
shares
|
$2.63 Million
0.11% of portfolio
|
Q1 2025
Added 29.82%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
112,239
shares
|
$2.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
92,720
shares
|
$2.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
90,160
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Apr 25, 2025 Q1 2025 |
89,073
shares
|
$2.08 Million
1.65% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
81,621
shares
|
$1.9 Million
0.04% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
79,845
shares
|
$1.86 Million
0.24% of portfolio
|
Q1 2025
Added 31.62%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
75,235
shares
|
$1.75 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
73,576
shares
|
$1.72 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
69,018
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
66,942
shares
|
$1.56 Million
0.8% of portfolio
|
Q1 2025
Reduced 27.37%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
66,344
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Added 243.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
61,990
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
60,579
shares
|
$1.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
59,449
shares
|
$1.39 Million
0.82% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
58,520
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
54,740
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
52,247
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
44,975
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2025
Reduced 40.4%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
43,751
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2025
Added 71.98%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
42,685
shares
|
$995,414
0.54% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
41,735
shares
|
$973,260
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
40,658
shares
|
$948,144
0.15% of portfolio
|
Q4 2024
New holding
|