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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
18,003
shares
|
$423,430
0.0% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
17,404
shares
|
$409,342
0.02% of portfolio
|
Q4 2024
Added 111.88%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
17,217
shares
|
$404,943
0.01% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
16,617
shares
|
$390,831
0.0% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
16,395
shares
|
$385,610
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
16,111
shares
|
$378,930
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,091
shares
|
$354,940
0.0% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
14,125
shares
|
$332,220
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
11,250
shares
|
$264,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
10,407
shares
|
$244,772
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
10,288
shares
|
$241,973
0.17% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
10,106
shares
|
$237,693
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
10,000
shares
|
$235,200
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
9,950
shares
|
$234,024
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
9,729
shares
|
$228,826
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
9,110
shares
|
$214,267
0.0% of portfolio
|
Q4 2024
Added 87.26%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
8,836
shares
|
$207,822
0.0% of portfolio
|
Q4 2024
Reduced 32.17%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
8,832
shares
|
$207,728
0.08% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
8,564
shares
|
$201,425
0.0% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
8,400
shares
|
$197,568
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
8,395
shares
|
$197,450
0.0% of portfolio
|
Q4 2024
Added 31.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
8,100
shares
|
$190,512
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
4,871
shares
|
$114,565
0.01% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,100
shares
|
$96,432
0.01% of portfolio
|
Q4 2024
Added 32.26%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
3,291
shares
|
$77,404
0.0% of portfolio
|
Q4 2024
Reduced 5.49%
|