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 118 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $458 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
106,807
shares
|
$2.49 Million
0.03% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
98,536
shares
|
$2.29 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
95,742
shares
|
$2.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
90,693
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
86,803
shares
|
$2.02 Million
0.09% of portfolio
|
Q4 2024
Reduced 25.65%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
81,621
shares
|
$1.9 Million
0.04% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
81,135
shares
|
$1.89 Million
0.0% of portfolio
|
Q4 2024
Added 223.48%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
76,260
shares
|
$1.77 Million
0.07% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
75,464
shares
|
$1.76 Million
0.04% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
73,702
shares
|
$1.72 Million
0.01% of portfolio
|
Q4 2024
Added 20.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
67,169
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Added 24.22%
|
|
|
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%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
61,223
shares
|
$1.42 Million
0.04% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
60,665
shares
|
$1.41 Million
0.19% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
58,520
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
57,749
shares
|
$1.34 Million
0.66% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
56,902
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Added 49.24%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
56,522
shares
|
$1.32 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
53,700
shares
|
$1.25 Million
1.28% of portfolio
|
Q4 2024
Reduced 13.39%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
50,536
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Added 84.83%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
47,245
shares
|
$1.1 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
47,221
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 59.25%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
34,269
shares
|
$797,439
0.75% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
33,560
shares
|
$780,941
0.04% of portfolio
|
Q1 2025
Added 19.43%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
33,337
shares
|
$775,751
0.48% of portfolio
|
Q4 2024
Reduced 5.2%
|