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 |
---|---|---|---|---|---|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
23,036
shares
|
$577,973
0.0% of portfolio
|
Q2 2024
Reduced 22.74%
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
22,843
shares
|
$573,130
0.49% of portfolio
|
Q1 2022
Added 18.28%
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
22,655
shares
|
$568,413
0.22% of portfolio
|
Q3 2024
Reduced 11.37%
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
22,000
shares
|
$551,980
0.22% of portfolio
|
Q3 2024
Added 22.22%
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
21,609
shares
|
$542,169
0.23% of portfolio
|
Q3 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
21,254
shares
|
$533,262
0.0% of portfolio
|
Q2 2024
Reduced 3.92%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
21,228
shares
|
$532,610
0.01% of portfolio
|
Q2 2024
New holding
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
21,119
shares
|
$529,875
0.02% of portfolio
|
Q3 2024
Added 2.42%
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 12, 2024 Q2 2024 |
20,593
shares
|
$516,678
0.34% of portfolio
|
Q2 2024
New holding
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
19,712
shares
|
$494,574
0.0% of portfolio
|
Q1 2024
Added 1.14%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
18,788
shares
|
$471,390
0.0% of portfolio
|
Q2 2024
Reduced 11.29%
|
|
Hennion & Walsh Asset Management, Inc.
|
Jul 19, 2024 Q2 2024 |
18,072
shares
|
$453,426
0.02% of portfolio
|
Q2 2024
Added 57.61%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
17,668
shares
|
$443,290
0.01% of portfolio
|
Q1 2024
Added 16.05%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
16,217
shares
|
$406,884
0.0% of portfolio
|
Q4 2023
Reduced 1.61%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
15,615
shares
|
$391,780
0.0% of portfolio
|
Q2 2024
Added 17.7%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,091
shares
|
$378,633
0.0% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
Waddell & Associates, LLC
|
Aug 06, 2024 Q2 2024 |
14,125
shares
|
$354,396
0.05% of portfolio
|
Q4 2022
New holding
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
11,700
shares
|
$293,553
0.01% of portfolio
|
Q2 2024
Reduced 52.13%
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
10,709
shares
|
$268,688
0.03% of portfolio
|
Q3 2024
New holding
|
|
Laurel Wealth Planning LLC
Edina, MN |
Jul 25, 2024 Q2 2024 |
9,975
shares
|
$250,272
0.17% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
9,950
shares
|
$249,645
0.06% of portfolio
|
Q1 2024
New holding
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
9,793
shares
|
$245,706
0.06% of portfolio
|
Q3 2024
Reduced 54.74%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
9,729
shares
|
$244,100
0.0% of portfolio
|
Q4 2023
New holding
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
9,414
shares
|
$236,197
0.01% of portfolio
|
Q1 2024
Reduced 67.3%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
8,918
shares
|
$223,752
0.01% of portfolio
|
Q2 2024
Reduced 59.66%
|