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 |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
5,171,896
shares
|
$119 Million
0.32% of portfolio
|
Q2 2025
Added 3414.5%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,569,651
shares
|
$59.1 Million
1.06% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
1,830,367
shares
|
$42.1 Million
0.6% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
1,667,055
shares
|
$38.3 Million
0.08% of portfolio
|
Q2 2025
Added 15.82%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,666,448
shares
|
$38.3 Million
0.01% of portfolio
|
Q2 2025
Added 16.82%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,351,618
shares
|
$31.1 Million
2.08% of portfolio
|
Q2 2025
Added 28.95%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
1,219,896
shares
|
$28.1 Million
1.11% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
952,878
shares
|
$21.9 Million
0.85% of portfolio
|
Q2 2025
Reduced 14.55%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
834,086
shares
|
$19.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
698,813
shares
|
$16.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
616,353
shares
|
$14.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
582,260
shares
|
$13.4 Million
0.0% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
489,526
shares
|
$11.3 Million
0.0% of portfolio
|
Q2 2025
Added 82.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
400,303
shares
|
$9.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
304,528
shares
|
$7 Million
0.13% of portfolio
|
Q2 2025
Added 402.7%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
282,428
shares
|
$6.5 Million
0.05% of portfolio
|
Q2 2025
Added 66.74%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
262,226
shares
|
$6.03 Million
0.51% of portfolio
|
Q2 2025
Reduced 19.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
223,209
shares
|
$5.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.58%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
188,372
shares
|
$4.33 Million
0.19% of portfolio
|
Q3 2022
Added 5.44%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
151,990
shares
|
$3.5 Million
0.01% of portfolio
|
Q2 2025
Added 17.58%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
134,636
shares
|
$3.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 27.65%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
120,397
shares
|
$2.77 Million
0.11% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
117,570
shares
|
$2.7 Million
0.01% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
117,259
shares
|
$2.7 Million
0.19% of portfolio
|
Q4 2023
Reduced 28.57%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
102,562
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Added 13.76%
|