Latest Institutional Purchases of Invesco California Amt Free Mu (PWZ)
This list provides information on the latest institutional transactions involving Invesco California Amt Free Mu (PWZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.8KNew |
$951K - $1.01M
|
41.8K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
36.8K+ 90.1% |
$837K - $885K
|
77.6K
$1.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
17K+ 92.85% |
$387K - $409K
|
35.3K
$859K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.4KNew |
$237K - $250K
|
10.4K
$253K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.9KNew |
$203K - $214K
|
8.9K
$216K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.18K+ 40.63% |
$163K - $173K
|
24.8K
$604K
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
6.59K+ 10.55% |
$150K - $159K
|
69K
$1.68M
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 7.44% |
$66.8K - $70.6K
|
42.3K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.6K+ 8.86% |
$59.2K - $62.6K
|
31.9K
$777K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.85K+ 19.01% |
$42.2K - $44.6K
|
11.6K
$282K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.35K+ 2.15% |
$30.8K - $32.5K
|
64.2K
$1.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
107+ 1.09% |
$2.44K - $2.58K
|
9.96K
$242K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26+ 0.86% |
$592 - $626
|
3.04K
$74K
|
|
| Q2 2025 | |||||||
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.02M+ 3414.5% |
$114M - $121M
|
5.17M
$126M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
303K+ 28.95% |
$6.89M - $7.34M
|
1.35M
$32.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
240K+ 16.82% |
$5.45M - $5.8M
|
1.67M
$40.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
228K+ 15.82% |
$5.17M - $5.51M
|
1.67M
$40.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
221K+ 82.27% |
$5.02M - $5.34M
|
490K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
113K+ 66.74% |
$2.57M - $2.73M
|
282K
$6.87M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
66.7K+ 335.33% |
$1.51M - $1.61M
|
86.6K
$2.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37.3K+ 2.08% |
$848K - $903K
|
1.83M
$44.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
28.8K+ 212.27% |
$654K - $696K
|
42.3K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
28.1KNew |
$639K - $681K
|
28.1K
$684K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.7K+ 17.58% |
$516K - $550K
|
152K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
20.9K+ 47.76% |
$475K - $505K
|
64.6K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
20KNew |
$454K - $484K
|
20K
$486K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
18.6KNew |
$422K - $450K
|
18.6K
$452K
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
17.3KNew |
$393K - $419K
|
17.3K
$421K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.5K+ 34.38% |
$353K - $376K
|
60.7K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
12.4K+ 13.76% |
$282K - $300K
|
103K
$2.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11.4KNew |
$259K - $276K
|
11.4K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.2KNew |
$254K - $271K
|
11.2K
$272K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
10.2KNew |
$233K - $248K
|
10.2K
$249K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.73KNew |
$221K - $235K
|
9.73K
$237K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
5.33K+ 4.75% |
$121K - $129K
|
118K
$2.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.19K+ 0.72% |
$95K - $101K
|
582K
$14.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.32K+ 162.03% |
$52.6K - $56K
|
3.75K
$91.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.28K+ 6.26% |
$51.7K - $55K
|
38.6K
$939K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 1.89% |
$26.5K - $28.3K
|
63.2K
$1.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.04K+ 5.3% |
$23.5K - $25K
|
20.6K
$500K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
650+ 2.66% |
$14.8K - $15.7K
|
25.1K
$610K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
592New |
$13.4K - $14.3K
|
592
$14.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
423+ 0.99% |
$9.61K - $10.2K
|
43.1K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
139+ 0.56% |
$3.16K - $3.36K
|
25K
$609K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
26+ 0.29% |
$590 - $629
|
8.86K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15+ 0.46% |
$341 - $363
|
3.24K
$78.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.9% |
$250 - $266
|
1.24K
$30.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
73.6KNew |
$1.74M - $1.82M
|
73.6K
$1.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
41.7KNew |
$988K - $1.03M
|
41.7K
$1.01M
|
|