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 116 institutions that hold shares in the stock, with a total of 19.1 Million shares, which have been reported (via 13F filing form) to have a value of $472 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,424,844
shares
|
$59.8 Million
1.27% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,475,592
shares
|
$36.4 Million
0.53% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,379,449
shares
|
$34 Million
0.0% of portfolio
|
Q4 2024
Added 44.58%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
1,352,308
shares
|
$33.4 Million
1.29% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,249,535
shares
|
$30.8 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,243,755
shares
|
$30.7 Million
0.01% of portfolio
|
Q4 2024
Added 18.64%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
1,230,304
shares
|
$30.4 Million
1.33% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,090,712
shares
|
$26.9 Million
2.43% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
836,569
shares
|
$20.6 Million
0.18% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
562,986
shares
|
$13.9 Million
0.0% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
552,990
shares
|
$13.6 Million
0.01% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
449,290
shares
|
$11.1 Million
2.69% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
432,446
shares
|
$10.7 Million
0.0% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
420,940
shares
|
$10.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
334,055
shares
|
$8.24 Million
0.0% of portfolio
|
Q4 2024
Added 20.6%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
228,566
shares
|
$5.64 Million
0.03% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
224,709
shares
|
$5.54 Million
0.01% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
210,561
shares
|
$5.19 Million
0.54% of portfolio
|
Q4 2024
Added 21.39%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
209,682
shares
|
$5.17 Million
0.98% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
190,036
shares
|
$4.69 Million
0.0% of portfolio
|
Q4 2024
Added 511.82%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
188,372
shares
|
$4.65 Million
0.19% of portfolio
|
Q3 2022
Added 5.44%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
117,990
shares
|
$2.91 Million
0.01% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
117,259
shares
|
$2.89 Million
0.19% of portfolio
|
Q4 2023
Reduced 28.57%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
114,621
shares
|
$2.83 Million
0.02% of portfolio
|
Q4 2024
Added 249.2%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
106,807
shares
|
$2.63 Million
0.03% of portfolio
|
Q4 2024
Added 2.48%
|