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 120 institutions that hold shares in the stock, with a total of 20.3 Million shares, which have been reported (via 13F filing form) to have a value of $477 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
114,621
shares
|
$2.7 Million
0.02% of portfolio
|
Q4 2024
Added 249.2%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
112,689
shares
|
$2.65 Million
0.11% of portfolio
|
Q1 2025
Added 29.82%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
112,239
shares
|
$2.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
95,742
shares
|
$2.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
90,693
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Apr 25, 2025 Q1 2025 |
89,073
shares
|
$2.09 Million
1.65% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
81,621
shares
|
$1.92 Million
0.04% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
79,845
shares
|
$1.88 Million
0.24% of portfolio
|
Q1 2025
Added 31.62%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
76,260
shares
|
$1.79 Million
0.07% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
75,464
shares
|
$1.77 Million
0.04% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
69,018
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
67,169
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Added 24.22%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
66,942
shares
|
$1.57 Million
0.8% of portfolio
|
Q1 2025
Reduced 27.37%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
60,579
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
59,449
shares
|
$1.4 Million
0.82% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
58,520
shares
|
$1.38 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
56,902
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Added 49.24%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
53,700
shares
|
$1.26 Million
1.28% of portfolio
|
Q4 2024
Reduced 13.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
52,247
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
50,536
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 84.83%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
47,245
shares
|
$1.11 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
41,735
shares
|
$981,607
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
34,269
shares
|
$806,006
0.75% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
33,560
shares
|
$789,331
0.04% of portfolio
|
Q1 2025
Added 19.43%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
33,337
shares
|
$784,086
0.48% of portfolio
|
Q4 2024
Reduced 5.2%
|