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 127 institutions that hold shares in the stock, with a total of 19.9 Million shares, which have been reported (via 13F filing form) to have a value of $464 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
8,564
shares
|
$199,541
0.0% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
8,395
shares
|
$195,603
0.0% of portfolio
|
Q4 2024
Added 31.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,100
shares
|
$188,730
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,745
shares
|
$110,558
0.01% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
4,225
shares
|
$98,442
0.01% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
3,747
shares
|
$87,305
0.0% of portfolio
|
Q2 2025
Added 162.03%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
3,226
shares
|
$75,165
0.0% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
3,018
shares
|
$70,319
0.03% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
3,000
shares
|
$69,900
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,650
shares
|
$61,745
0.0% of portfolio
|
Q3 2024
Added 60.61%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,055
shares
|
$47,881
0.0% of portfolio
|
Q1 2024
Reduced 64.6%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,821
shares
|
$42,429
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,499
shares
|
$34,926
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,430
shares
|
$33,319
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,300
shares
|
$30,290
0.02% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,227
shares
|
$28,589
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
838
shares
|
$19,525
0.01% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
754
shares
|
$17,568
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
407
shares
|
$9,483
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
406
shares
|
$9,459
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
370
shares
|
$8,621
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
287
shares
|
$6,687
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
40
shares
|
$932
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
16
shares
|
$372
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1
shares
|
$23
0.0% of portfolio
|
Q4 2023
New holding
|