Purchases and Sales Made in Q1 2023 in Invesco California Amt Free Mu (PWZ)

PWZ Quotes by TradingView

This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO CALIFORNIA AMT-FREE MU.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
222K
+ 65.24%
$5.33M - $5.55M
561K $13.8M
May 05, 2023 Q1 2023
Steel Peak Wealth Management LLC

BUY
 -
83.3K
+ 108.06%
$2M - $2.09M
160K $3.93M
May 15, 2023 Q1 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
71.9K
+ 33.3%
$1.73M - $1.8M
288K $7.05M
May 11, 2023 Q1 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
59.2K
+ 0.66%
$1.42M - $1.48M
9.09M $223M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
56.2K
+ 40.08%
$1.35M - $1.41M
196K $4.81M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
55.5K
+ 158.37%
$1.33M - $1.39M
90.5K $2.22M
Apr 19, 2023 Q1 2023
Simpli Fi, Inc.

BUY
 -
38.6K
New
$928K - $966K
38.6K $946K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
31.9K
+ 19.83%
$767K - $799K
193K $4.73M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
16.6K
+ 31.24%
$398K - $415K
69.6K $1.71M
Jun 07, 2023 Q1 2023
Sweeney & Michel, LLC

Chico, CA
BUY
 -
16K
New
$385K - $400K
16K $392K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
12K
New
$288K - $300K
12K $294K
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
10.7K
New
$257K - $268K
10.7K $262K
May 12, 2023 Q1 2023
First Foundation Advisors

Irvine, CA
BUY
 -
10.4K
New
$249K - $259K
10.4K $254K
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
9.77K
New
$235K - $245K
9.77K $239K
Aug 09, 2023 Q1 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
8.4K
New
$202K - $210K
8.4K $206K
Apr 17, 2023 Q1 2023
Gradient Capital Advisors, LLC

BUY
 -
8.21K
New
$197K - $205K
8.21K $201K
Apr 26, 2023 Q1 2023
First American Trust, Fsb

BUY
 -
8.03K
+ 5.76%
$193K - $201K
148K $3.62M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
7.27K
New
$175K - $182K
7.27K $178K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
6.47K
+ 40.49%
$155K - $162K
22.4K $550K
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
6.35K
+ 7.79%
$153K - $159K
88K $2.16M
Apr 12, 2023 Q1 2023
Mc Naughton Wealth Management, LLC

BUY
 -
4.07K
+ 7.84%
$97.9K - $102K
56.1K $1.37M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.9K
+ 40.64%
$93.8K - $97.7K
13.5K $331K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
3.48K
+ 14.69%
$83.6K - $87.1K
27.2K $666K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
1.98K
New
$47.6K - $49.6K
1.98K $48.6K
Apr 20, 2023 Q1 2023
Miracle Mile Advisors, LLC

BUY
 -
747
+ 2.69%
$18K - $18.7K
28.5K $698K
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
590
New
$14.2K - $14.8K
590 $14.5K
Apr 11, 2023 Q1 2023
Pure Financial Advisors, LLC

BUY
 -
551
+ 0.74%
$13.2K - $13.8K
75.2K $1.84M
May 12, 2023 Q1 2023
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
496
+ 3.28%
$11.9K - $12.4K
15.6K $382K
Apr 07, 2023 Q1 2023
Omega Financial Group, LLC

BUY
 -
293
+ 0.7%
$7.04K - $7.33K
41.9K $1.03M
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
120
+ 0.71%
$2.88K - $3K
17.1K $419K
Apr 19, 2023 Q1 2023
Johnson Bixby & Associates, LLC

BUY
 -
108
+ 0.7%
$2.6K - $2.7K
15.5K $379K
Apr 07, 2023 Q1 2023
Cypress Wealth Services, LLC

BUY
 -
59
+ 0.7%
$1.42K - $1.48K
8.54K $209K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
33
+ 0.25%
$793 - $826
13.3K $325K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
25
+ 0.18%
$601 - $626
13.9K $341K
May 04, 2023 Q1 2023
Brio Consultants, LLC

BUY
 -
12
+ 0.09%
$288 - $300
13.8K $338K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-177
- 0.86%
$4.26K - $4.43K
20.4K $499K
May 10, 2023 Q1 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-195
- 2.47%
$4.69K - $4.88K
7.71K $189K
Apr 10, 2023 Q1 2023
Focus Wealth Advisors, LLC

SELL
 -
-200
- 0.93%
$4.81K - $5.01K
21.3K $523K
Apr 20, 2023 Q1 2023
Avantax Planning Partners, Inc.

SELL
 -
-203
- 1.62%
$4.88K - $5.08K
12.3K $301K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-432
- 2.8%
$10.4K - $10.8K
15K $367K
Apr 25, 2023 Q1 2023
Lodestar Private Asset Management LLC

Alamo, CA
SELL
 -
-1.17K
- 2.55%
$28.2K - $29.4K
44.8K $1.1M
Apr 28, 2023 Q1 2023
Warren Street Wealth Advisors, LLC

SELL
 -
-1.29K
- 4.32%
$31K - $32.3K
28.5K $699K
May 10, 2023 Q1 2023
Keybank National Association

SELL
 -
-1.87K
- 2.65%
$44.9K - $46.7K
68.7K $1.68M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-2.14K
- 8.03%
$51.4K - $53.5K
24.5K $600K
May 12, 2023 Q1 2023
Ubs Group Ag

SELL
 -
-2.56K
- 1.95%
$61.5K - $64.1K
129K $3.16M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

SELL
 -
-2.61K
- 15.79%
$62.7K - $65.3K
13.9K $341K
May 12, 2023 Q1 2023
Apriem Advisors

Irvine, CA
SELL
 -
-6.6K
- 41.38%
$159K - $165K
9.35K $229K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-12.4K
- 46.12%
$299K - $311K
14.5K $356K

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