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 121 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 $558 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
|
$2.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
91,809
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
Added 67.72%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
84,576
shares
|
$1.95 Million
0.91% of portfolio
|
Q2 2025
Added 26.34%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
81,431
shares
|
$1.87 Million
1.34% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
75,445
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 80.99%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
64,646
shares
|
$1.49 Million
0.06% of portfolio
|
Q2 2025
Added 47.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
63,159
shares
|
$1.45 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
|
$1.44 Million
0.17% of portfolio
|
Q2 2025
Reduced 21.35%
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
62,431
shares
|
$1.44 Million
0.81% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
58,520
shares
|
$1.35 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
53,170
shares
|
$1.22 Million
0.22% of portfolio
|
Q2 2025
Reduced 71.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
51,652
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
47,378
shares
|
$1.09 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
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 60.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
45,168
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 259.22%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
43,213
shares
|
$993,899
0.02% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
43,108
shares
|
$991,484
0.48% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
42,338
shares
|
$973,774
0.0% of portfolio
|
Q2 2025
Added 212.27%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
40,803
shares
|
$938,469
0.04% of portfolio
|
Q2 2025
Added 21.58%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
39,800
shares
|
$915,400
0.79% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
39,404
shares
|
$906,292
0.53% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
38,594
shares
|
$887,662
0.01% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
35,256
shares
|
$810,888
0.02% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
29,340
shares
|
$674,820
0.09% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
28,144
shares
|
$647,312
0.0% of portfolio
|
Q2 2025
New holding
|