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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
3,000
shares
|
$70,560
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
2,992
shares
|
$70,371
0.03% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,650
shares
|
$62,328
0.0% of portfolio
|
Q3 2024
Added 60.61%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,055
shares
|
$48,333
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
|
$42,829
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
1,499
shares
|
$35,256
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,430
shares
|
$33,633
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
1,430
shares
|
$33,633
0.0% of portfolio
|
Q3 2021
Added 14.4%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
1,300
shares
|
$30,576
0.02% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
837
shares
|
$19,686
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
754
shares
|
$17,734
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
370
shares
|
$8,702
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
301
shares
|
$7,079
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
287
shares
|
$6,750
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
40
shares
|
$940
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
16
shares
|
$376
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1
shares
|
$23
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|