Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.64M- 98.16% |
$37.2M - $39.4M
|
30.7K
$746K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.2M- 46.6% |
$27.3M - $28.8M
|
1.37M
$33.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-527K- 28.82% |
$12M - $12.7M
|
1.3M
$31.6M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-489K- 51.32% |
$11.1M - $11.8M
|
464K
$11.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-168K- 42.0% |
$3.83M - $4.05M
|
232K
$5.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-158K- 32.33% |
$3.6M - $3.81M
|
331K
$8.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59.6K- 9.67% |
$1.36M - $1.44M
|
557K
$13.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-54.4K- 4.02% |
$1.24M - $1.31M
|
1.3M
$31.5M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-38.4K- 28.5% |
$874K - $924K
|
96.3K
$2.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-38.1K- 46.75% |
$867K - $916K
|
43.4K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-32.4K- 35.31% |
$738K - $780K
|
59.4K
$1.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-27.6K- 22.92% |
$628K - $664K
|
92.8K
$2.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-21.1K- 46.21% |
$480K - $507K
|
24.5K
$595K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.5K- 17.03% |
$398K - $420K
|
85.1K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-16.8K- 19.4% |
$382K - $404K
|
69.8K
$1.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-15.6K- 36.26% |
$356K - $376K
|
27.5K
$667K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-13.7K- 4.51% |
$313K - $331K
|
291K
$7.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-11.5K- 21.63% |
$262K - $277K
|
41.7K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.4K- 7.52% |
$260K - $275K
|
141K
$3.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-10.6K- 9.04% |
$242K - $256K
|
107K
$2.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-8.4K- 31.75% |
$191K - $202K
|
18.1K
$438K
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-6.71K- 17.88% |
$153K - $161K
|
30.8K
$747K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-5.5K- 13.82% |
$125K - $132K
|
34.3K
$832K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-5.49K- 6.5% |
$125K - $132K
|
79.1K
$1.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.06K- 21.08% |
$115K - $122K
|
18.9K
$459K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.82K- 38.41% |
$110K - $116K
|
7.73K
$187K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.62K- 6.13% |
$105K - $111K
|
70.8K
$1.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.24K- 6.55% |
$96.4K - $102K
|
60.4K
$1.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4K- 15.38% |
$91.1K - $96.3K
|
22K
$534K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.15K- 12.98% |
$71.7K - $75.8K
|
21.1K
$512K
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-2.93K- 23.65% |
$66.6K - $70.5K
|
9.45K
$229K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-2.72K- 27.98% |
$61.9K - $65.4K
|
7K
$170K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-157- 8.62% |
$3.57K - $3.78K
|
1.66K
$40.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-118- 0.59% |
$2.69K - $2.84K
|
19.8K
$480K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-57- 0.37% |
$1.3K - $1.37K
|
15.2K
$370K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-40- 0.84% |
$911 - $963
|
4.71K
$114K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-33.3K- 3.84% |
$756K - $805K
|
834K
$20.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-9.36K- 45.59% |
$213K - $226K
|
11.2K
$271K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.53K- 45.6% |
$194K - $206K
|
10.2K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.45K- 23.82% |
$124K - $132K
|
17.4K
$423K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-2K- 9.09% |
$45.4K - $48.4K
|
20K
$485K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-285- 1.72% |
$6.47K - $6.89K
|
16.3K
$396K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-157- 1.51% |
$3.57K - $3.8K
|
10.3K
$249K
|
|
| Q1 2025 | |||||||
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-28.7K- 50.75% |
$679K - $709K
|
27.8K
$675K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.02K- 3.16% |
$71.6K - $74.7K
|
92.7K
$2.25M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-563- 2.71% |
$13.3K - $13.9K
|
20.2K
$490K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-288- 1.65% |
$6.82K - $7.12K
|
17.2K
$418K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-100- 7.14% |
$2.37K - $2.47K
|
1.3K
$31.5K
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-850- 9.03% |
$20.8K - $21.5K
|
8.56K
$208K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2K- 17.09% |
$49.3K - $50.5K
|
9.7K
$235K
|
|