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 36.3 Million shares, which have been reported (via 13F filing form) to have a value of $880 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
18,905,818
shares
|
$459 Million
1.09% of portfolio
|
Q3 2025
Added 265.55%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,238,739
shares
|
$54.3 Million
0.09% of portfolio
|
Q3 2025
Added 34.29%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
1,732,806
shares
|
$42 Million
1.44% of portfolio
|
Q3 2025
Added 42.05%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,372,251
shares
|
$33.3 Million
0.54% of portfolio
|
Q3 2025
Reduced 46.6%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
1,302,912
shares
|
$31.6 Million
0.39% of portfolio
|
Q3 2025
Reduced 28.82%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
1,297,219
shares
|
$31.5 Million
1.67% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
985,000
shares
|
$23.9 Million
0.0% of portfolio
|
Q3 2025
Added 40.95%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
834,086
shares
|
$20.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
590,532
shares
|
$14.3 Million
0.0% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
556,727
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
463,832
shares
|
$11.3 Million
0.42% of portfolio
|
Q3 2025
Reduced 51.32%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
462,683
shares
|
$11.2 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
446,544
shares
|
$10.8 Million
0.08% of portfolio
|
Q3 2025
Added 58.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
331,281
shares
|
$8.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 32.33%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
290,789
shares
|
$7.05 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
283,793
shares
|
$6.88 Million
0.51% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
241,297
shares
|
$5.85 Million
0.0% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
232,168
shares
|
$5.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
188,372
shares
|
$4.57 Million
0.19% of portfolio
|
Q3 2022
Added 5.44%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
140,559
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
134,636
shares
|
$3.27 Million
0.02% of portfolio
|
Q2 2025
Reduced 27.65%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
131,800
shares
|
$3.2 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
124,364
shares
|
$3.02 Million
1.17% of portfolio
|
Q3 2025
Added 395.97%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
117,259
shares
|
$2.84 Million
0.19% of portfolio
|
Q4 2023
Reduced 28.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
110,954
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2025
Added 114.81%
|
|