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 129 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $475 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
37,700
shares
|
$879,164
0.89% of portfolio
|
Q1 2025
Reduced 29.8%
|
|
|
Focus Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
37,269
shares
|
$869,113
0.54% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
36,319
shares
|
$846,959
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
35,256
shares
|
$822,169
0.03% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
34,269
shares
|
$799,153
0.68% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
34,269
shares
|
$799,153
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
33,560
shares
|
$782,619
0.04% of portfolio
|
Q1 2025
Added 19.43%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
31,478
shares
|
$734,066
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
28,141
shares
|
$656,248
0.09% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
27,838
shares
|
$649,182
0.73% of portfolio
|
Q1 2025
Reduced 50.75%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
27,356
shares
|
$637,941
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
26,232
shares
|
$611,730
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
26,000
shares
|
$606,320
0.0% of portfolio
|
Q2 2023
Added 1.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
25,332
shares
|
$590,742
0.0% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
25,148
shares
|
$586,451
0.02% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
25,059
shares
|
$584,375
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
24,905
shares
|
$580,784
0.23% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
24,425
shares
|
$569,591
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
23,848
shares
|
$556,135
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
23,043
shares
|
$537,362
0.0% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
22,862
shares
|
$533,141
0.0% of portfolio
|
Q1 2025
Added 26.99%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
22,843
shares
|
$532,698
0.49% of portfolio
|
Q1 2022
Added 18.28%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
22,132
shares
|
$516,118
0.32% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
22,000
shares
|
$513,040
0.22% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
21,123
shares
|
$492,588
0.02% of portfolio
|
Q4 2024
Added 0.02%
|