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 123 institutions that hold shares in the stock, with a total of 23.2 Million shares, which have been reported (via 13F filing form) to have a value of $563 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
92,720
shares
|
$2.25 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
86,562
shares
|
$2.11 Million
0.02% of portfolio
|
Q2 2025
Added 335.33%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
81,431
shares
|
$1.98 Million
1.34% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
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
|
$1.89 Million
0.07% of portfolio
|
Q3 2025
Added 90.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
75,445
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 80.99%
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
69,016
shares
|
$1.68 Million
0.91% of portfolio
|
Q3 2025
Added 10.55%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
64,646
shares
|
$1.57 Million
0.06% of portfolio
|
Q2 2025
Added 47.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
63,159
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
62,801
shares
|
$1.53 Million
0.17% of portfolio
|
Q2 2025
Reduced 21.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
60,698
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Added 34.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
59,394
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.31%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
58,520
shares
|
$1.42 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
51,652
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
47,378
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
45,580
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 60.5%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
43,213
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
43,108
shares
|
$1.05 Million
0.48% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
42,338
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 212.27%
|
|
|
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
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
41,671
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2025
Reduced 21.63%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
39,800
shares
|
$967,936
0.79% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
38,594
shares
|
$938,606
0.01% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
37,520
shares
|
$912,486
0.64% of portfolio
|
Q1 2025
Added 1.63%
|