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 |
|---|---|---|---|---|---|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
20,572
shares
|
$479,739
0.2% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
May 29, 2025 Q1 2025 |
20,528
shares
|
$478,712
0.28% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
20,218
shares
|
$471,483
0.01% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
19,533
shares
|
$455,509
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
19,267
shares
|
$449,306
0.4% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
18,710
shares
|
$436,317
0.0% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
17,404
shares
|
$405,861
0.02% of portfolio
|
Q4 2024
Added 111.88%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
17,217
shares
|
$401,500
0.01% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
16,617
shares
|
$387,508
0.0% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
16,395
shares
|
$382,331
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,091
shares
|
$351,922
0.0% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
14,334
shares
|
$334,268
0.0% of portfolio
|
Q1 2025
Added 27.41%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
14,125
shares
|
$329,395
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
13,558
shares
|
$316,172
0.0% of portfolio
|
Q1 2025
Reduced 91.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
12,574
shares
|
$293,225
0.0% of portfolio
|
Q4 2024
Added 422.99%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
11,777
shares
|
$274,639
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
10,407
shares
|
$242,691
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
10,300
shares
|
$240,196
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
10,288
shares
|
$239,916
0.17% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
10,106
shares
|
$235,671
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
10,000
shares
|
$233,200
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
9,950
shares
|
$232,034
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
8,832
shares
|
$205,962
0.08% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
8,656
shares
|
$201,857
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
8,566
shares
|
$199,759
0.04% of portfolio
|
Q1 2025
New holding
|