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 127 institutions that hold shares in the stock, with a total of 36.2 Million shares, which have been reported (via 13F filing form) to have a value of $879 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
41,671
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2025
Reduced 21.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
39,059
shares
|
$947,571
0.0% of portfolio
|
Q3 2025
Added 89.9%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
38,268
shares
|
$928,381
0.0% of portfolio
|
Q3 2025
Added 35.97%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
35,309
shares
|
$856,596
0.36% of portfolio
|
Q3 2025
Added 92.85%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
34,300
shares
|
$832,118
0.63% of portfolio
|
Q3 2025
Reduced 13.82%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
31,939
shares
|
$774,840
0.09% of portfolio
|
Q3 2025
Added 8.86%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
30,811
shares
|
$747,474
0.5% of portfolio
|
Q3 2025
Reduced 17.88%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
30,738
shares
|
$745,703
0.0% of portfolio
|
Q3 2025
Reduced 98.16%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
27,479
shares
|
$666,640
0.28% of portfolio
|
Q3 2025
Reduced 36.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
26,306
shares
|
$638,183
0.0% of portfolio
|
Q3 2025
Added 158.82%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
26,232
shares
|
$636,388
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
25,569
shares
|
$620,303
0.3% of portfolio
|
Q3 2025
Added 15.53%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
25,180
shares
|
$610,866
0.2% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
24,840
shares
|
$602,618
0.11% of portfolio
|
Q3 2025
Added 40.63%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
24,519
shares
|
$594,830
0.01% of portfolio
|
Q3 2025
Reduced 46.21%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
23,848
shares
|
$578,552
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
23,151
shares
|
$561,643
0.06% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
22,843
shares
|
$554,171
0.49% of portfolio
|
Q1 2022
Added 18.28%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
22,000
shares
|
$533,720
0.0% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
21,125
shares
|
$512,492
0.01% of portfolio
|
Q3 2025
Reduced 12.98%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
21,017
shares
|
$509,872
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
20,367
shares
|
$494,103
0.0% of portfolio
|
Q3 2025
Added 13.76%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
20,000
shares
|
$485,200
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
20,000
shares
|
$485,200
0.16% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
19,789
shares
|
$480,081
0.15% of portfolio
|
Q3 2025
Reduced 0.59%
|
|