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 124 institutions that hold shares in the stock, with a total of 20.1 Million shares, which have been reported (via 13F filing form) to have a value of $473 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,520,756
shares
|
$59.3 Million
1.26% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
1,793,042
shares
|
$42.2 Million
0.68% of portfolio
|
Q1 2025
Added 21.51%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,426,565
shares
|
$33.6 Million
0.01% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,379,449
shares
|
$32.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 83.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,249,535
shares
|
$29.4 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
1,230,304
shares
|
$28.9 Million
1.33% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
1,115,085
shares
|
$26.2 Million
1.11% of portfolio
|
Q1 2025
Reduced 17.54%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,090,712
shares
|
$25.7 Million
2.43% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
836,569
shares
|
$19.7 Million
0.18% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
578,075
shares
|
$13.6 Million
0.01% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
562,986
shares
|
$13.2 Million
0.0% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
470,131
shares
|
$11.1 Million
0.11% of portfolio
|
Q1 2025
Reduced 95.81%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
444,988
shares
|
$10.5 Million
2.71% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
432,446
shares
|
$10.2 Million
0.0% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
420,940
shares
|
$9.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
334,055
shares
|
$7.86 Million
0.0% of portfolio
|
Q4 2024
Added 20.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
224,709
shares
|
$5.29 Million
0.01% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
210,561
shares
|
$4.95 Million
0.54% of portfolio
|
Q4 2024
Added 21.39%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
190,036
shares
|
$4.47 Million
0.0% of portfolio
|
Q4 2024
Added 511.82%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
189,807
shares
|
$4.46 Million
0.86% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
188,372
shares
|
$4.43 Million
0.19% of portfolio
|
Q3 2022
Added 5.44%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
186,090
shares
|
$4.38 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.58%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
147,159
shares
|
$3.46 Million
0.01% of portfolio
|
Q1 2025
Added 99.67%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
117,259
shares
|
$2.76 Million
0.19% of portfolio
|
Q4 2023
Reduced 28.57%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
115,384
shares
|
$2.71 Million
0.03% of portfolio
|
Q1 2025
Added 8.03%
|