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 |
---|---|---|---|---|---|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
93,075
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2024
Added 812.41%
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
87,183
shares
|
$2.19 Million
1.06% of portfolio
|
Q3 2024
Added 13.36%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
81,621
shares
|
$2.05 Million
0.04% of portfolio
|
Q4 2022
Added 1.23%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
73,206
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 14, 2024 Q2 2024 |
70,800
shares
|
$1.78 Million
0.07% of portfolio
|
Q2 2024
Added 5.16%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
68,839
shares
|
$1.73 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.57%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
65,784
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 30, 2024 Q2 2024 |
64,963
shares
|
$1.63 Million
0.21% of portfolio
|
Q2 2024
Added 4.95%
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
62,000
shares
|
$1.56 Million
1.45% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
Simpli Fi, Inc.
|
Jul 25, 2024 Q2 2024 |
60,187
shares
|
$1.51 Million
0.69% of portfolio
|
Q2 2024
Added 2.11%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
58,520
shares
|
$1.47 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
57,223
shares
|
$1.44 Million
0.04% of portfolio
|
Q2 2024
Reduced 25.09%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
53,513
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 15, 2024 Q2 2024 |
38,041
shares
|
$954,448
0.81% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
37,654
shares
|
$944,738
0.0% of portfolio
|
Q2 2024
New holding
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
35,165
shares
|
$882,289
0.48% of portfolio
|
Q3 2024
Added 0.0%
|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
34,002
shares
|
$853,110
0.0% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
27,703
shares
|
$695,068
0.04% of portfolio
|
Q2 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
27,342
shares
|
$686,010
0.0% of portfolio
|
Q3 2024
Reduced 34.37%
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2024 Q2 2024 |
26,232
shares
|
$658,160
0.13% of portfolio
|
Q3 2023
New holding
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 14, 2024 Q2 2024 |
26,000
shares
|
$652,340
0.0% of portfolio
|
Q2 2023
Added 1.5%
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
25,618
shares
|
$642,755
0.02% of portfolio
|
Q2 2024
Added 69.34%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
25,390
shares
|
$637,035
0.02% of portfolio
|
Q1 2024
Reduced 5.07%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
24,639
shares
|
$618,192
0.0% of portfolio
|
Q2 2024
Added 39.05%
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Aug 02, 2024 Q2 2024 |
24,231
shares
|
$607,955
0.08% of portfolio
|
Q2 2024
Added 4.43%
|