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 |
|---|---|---|---|---|---|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
26,448
shares
|
$608,304
0.01% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
26,232
shares
|
$603,336
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
26,000
shares
|
$598,000
0.0% of portfolio
|
Q2 2023
Added 1.5%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
25,075
shares
|
$576,725
0.26% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
25,044
shares
|
$576,012
0.21% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
24,275
shares
|
$558,325
0.02% of portfolio
|
Q2 2025
Reduced 67.73%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
23,996
shares
|
$551,908
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
23,848
shares
|
$548,504
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
23,151
shares
|
$532,473
0.08% of portfolio
|
Q1 2025
Reduced 43.06%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
22,843
shares
|
$525,389
0.49% of portfolio
|
Q1 2022
Added 18.28%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
22,132
shares
|
$509,036
0.27% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
20,851
shares
|
$479,573
0.0% of portfolio
|
Q2 2025
Reduced 33.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
20,568
shares
|
$473,064
0.0% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
20,000
shares
|
$460,000
0.16% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$460,000
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
19,907
shares
|
$457,861
0.16% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
19,884
shares
|
$457,332
0.0% of portfolio
|
Q2 2025
Reduced 78.55%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
18,359
shares
|
$422,257
0.0% of portfolio
|
Q2 2025
Reduced 20.33%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
18,309
shares
|
$421,107
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
17,903
shares
|
$411,769
0.0% of portfolio
|
Q2 2025
Reduced 29.33%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
17,663
shares
|
$406,249
0.09% of portfolio
|
Q2 2025
Reduced 96.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
17,416
shares
|
$400,568
0.0% of portfolio
|
Q2 2025
Reduced 23.82%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
17,309
shares
|
$398,107
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
16,395
shares
|
$377,085
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,332
shares
|
$375,636
0.0% of portfolio
|
Q2 2025
Reduced 1.72%
|