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 |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
35,256
shares
|
$857,425
0.02% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
31,939
shares
|
$776,756
0.09% of portfolio
|
Q3 2025
Added 8.86%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
28,144
shares
|
$684,462
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
26,448
shares
|
$643,215
0.01% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
26,232
shares
|
$637,962
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
26,000
shares
|
$632,320
0.0% of portfolio
|
Q2 2023
Added 1.5%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
25,075
shares
|
$609,824
0.26% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
25,044
shares
|
$609,070
0.21% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
24,275
shares
|
$590,368
0.02% of portfolio
|
Q2 2025
Reduced 67.73%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
23,848
shares
|
$579,983
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
23,151
shares
|
$563,032
0.06% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
22,843
shares
|
$555,541
0.49% of portfolio
|
Q1 2022
Added 18.28%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
22,132
shares
|
$538,250
0.27% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
20,851
shares
|
$507,096
0.0% of portfolio
|
Q2 2025
Reduced 33.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
20,568
shares
|
$500,213
0.0% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
20,000
shares
|
$486,400
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
20,000
shares
|
$486,400
0.16% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
19,789
shares
|
$481,268
0.15% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
18,938
shares
|
$460,572
0.03% of portfolio
|
Q3 2025
Reduced 21.08%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
18,359
shares
|
$446,490
0.0% of portfolio
|
Q2 2025
Reduced 20.33%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
18,309
shares
|
$445,274
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
17,903
shares
|
$435,400
0.0% of portfolio
|
Q2 2025
Reduced 29.33%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
17,663
shares
|
$429,564
0.09% of portfolio
|
Q2 2025
Reduced 96.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
17,416
shares
|
$423,557
0.0% of portfolio
|
Q2 2025
Reduced 23.82%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
17,309
shares
|
$420,954
0.27% of portfolio
|
Q2 2025
New holding
|