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 122 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 |
|---|---|---|---|---|---|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
16,395
shares
|
$398,726
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,332
shares
|
$397,194
0.0% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
15,296
shares
|
$371,998
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
|
$367,013
0.0% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
14,125
shares
|
$343,520
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
12,375
shares
|
$300,960
0.23% of portfolio
|
Q2 2025
Reduced 35.77%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
11,602
shares
|
$282,160
0.15% of portfolio
|
Q3 2025
Added 19.01%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
11,405
shares
|
$277,369
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
11,204
shares
|
$272,481
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
11,170
shares
|
$271,654
0.13% of portfolio
|
Q2 2025
Reduced 45.59%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
10,400
shares
|
$252,928
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
10,300
shares
|
$250,496
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
10,250
shares
|
$249,280
0.0% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
10,240
shares
|
$249,036
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
10,178
shares
|
$247,528
0.0% of portfolio
|
Q2 2025
Reduced 45.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,164
shares
|
$247,188
0.0% of portfolio
|
Q2 2025
Reduced 97.04%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
10,106
shares
|
$245,777
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
10,000
shares
|
$243,200
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
9,958
shares
|
$242,178
0.1% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
9,729
shares
|
$236,609
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
9,717
shares
|
$236,317
0.16% of portfolio
|
Q2 2025
Reduced 71.64%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
8,901
shares
|
$216,472
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
8,858
shares
|
$215,426
0.08% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,395
shares
|
$204,166
0.0% of portfolio
|
Q4 2024
Added 31.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,100
shares
|
$196,992
0.0% of portfolio
|
Q2 2024
New holding
|