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 |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
15,296
shares
|
$351,808
0.01% of portfolio
|
Q2 2025
Reduced 39.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,091
shares
|
$347,093
0.0% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
14,125
shares
|
$324,875
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
12,545
shares
|
$288,535
0.01% of portfolio
|
Q2 2025
Reduced 40.61%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
12,375
shares
|
$284,625
0.23% of portfolio
|
Q2 2025
Reduced 35.77%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
12,129
shares
|
$278,967
0.02% of portfolio
|
Q2 2025
Reduced 38.47%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
11,405
shares
|
$262,315
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
11,204
shares
|
$257,692
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
11,170
shares
|
$256,910
0.13% of portfolio
|
Q2 2025
Reduced 45.59%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
10,300
shares
|
$236,900
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
10,250
shares
|
$235,750
0.0% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
10,240
shares
|
$235,520
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
10,178
shares
|
$234,094
0.0% of portfolio
|
Q2 2025
Reduced 45.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,164
shares
|
$233,772
0.0% of portfolio
|
Q2 2025
Reduced 97.04%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
10,106
shares
|
$232,438
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
10,000
shares
|
$230,000
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
9,950
shares
|
$228,850
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
9,851
shares
|
$226,573
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
9,749
shares
|
$224,227
0.13% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
9,729
shares
|
$223,767
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
9,717
shares
|
$223,491
0.16% of portfolio
|
Q2 2025
Reduced 71.64%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
8,858
shares
|
$203,734
0.08% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,395
shares
|
$193,085
0.0% of portfolio
|
Q4 2024
Added 31.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,100
shares
|
$186,300
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,745
shares
|
$109,135
0.01% of portfolio
|
Q1 2025
Reduced 2.59%
|