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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
3,747
shares
|
$86,181
0.0% of portfolio
|
Q2 2025
Added 162.03%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
3,241
shares
|
$74,543
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
3,018
shares
|
$69,414
0.03% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3,000
shares
|
$69,000
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,650
shares
|
$60,950
0.0% of portfolio
|
Q3 2024
Added 60.61%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,055
shares
|
$47,265
0.0% of portfolio
|
Q1 2024
Reduced 64.6%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,821
shares
|
$41,883
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,499
shares
|
$34,477
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,430
shares
|
$32,890
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,300
shares
|
$29,900
0.02% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,238
shares
|
$28,474
0.0% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
592
shares
|
$13,616
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
407
shares
|
$9,361
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
370
shares
|
$8,510
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
287
shares
|
$6,601
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
40
shares
|
$920
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
16
shares
|
$368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$23
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|