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 |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
32,359
shares
|
$752,993
0.03% of portfolio
|
Q4 2024
Added 23.9%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
27,626
shares
|
$642,857
0.09% of portfolio
|
Q4 2024
Added 11.56%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
26,232
shares
|
$610,418
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
26,000
shares
|
$605,020
0.0% of portfolio
|
Q2 2023
Added 1.5%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
25,440
shares
|
$591,988
0.03% of portfolio
|
Q4 2024
Added 215.87%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
25,306
shares
|
$588,870
0.02% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
24,777
shares
|
$576,560
0.23% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
23,848
shares
|
$554,942
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
22,843
shares
|
$531,556
0.49% of portfolio
|
Q1 2022
Added 18.28%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
22,132
shares
|
$515,011
0.34% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
22,000
shares
|
$511,940
0.22% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
21,831
shares
|
$508,007
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
21,200
shares
|
$493,324
0.0% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
21,123
shares
|
$491,532
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
20,938
shares
|
$487,227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
20,781
shares
|
$483,573
0.01% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
20,572
shares
|
$478,710
0.2% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
20,570
shares
|
$478,663
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Feb 13, 2025 Q4 2024 |
19,913
shares
|
$463,375
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
19,843
shares
|
$461,746
0.0% of portfolio
|
Q4 2024
Added 21.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
19,332
shares
|
$449,855
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
18,003
shares
|
$418,929
0.0% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
17,404
shares
|
$404,991
0.02% of portfolio
|
Q4 2024
Added 111.88%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
17,217
shares
|
$400,639
0.01% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
16,617
shares
|
$386,677
0.0% of portfolio
|
Q3 2024
Added 2.47%
|