Purchases and Sales Made in Q1 2022 in Invesco California Amt Free Mu (PWZ)

PWZ Quotes by TradingView

This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO CALIFORNIA AMT-FREE MU.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 13, 2022 Q1 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
3.93M
+ 62.08%
$101M - $110M
10.3M $252M
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
270K
+ 173918.06%
$6.93M - $7.52M
270K $6.61M
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
132K
+ 34.2%
$3.41M - $3.69M
520K $12.7M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
81.6K
+ 31.84%
$2.1M - $2.28M
338K $8.28M
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
79.7K
+ 18.11%
$2.05M - $2.22M
520K $12.7M
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
50.7K
+ 44.73%
$1.3M - $1.41M
164K $4.02M
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
46.1K
+ 37.65%
$1.18M - $1.28M
168K $4.13M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
43K
+ 9.27%
$1.1M - $1.2M
506K $12.4M
May 06, 2022 Q1 2022
Bradley & Co. Private Wealth Management, LLC

BUY
 -
40.1K
New
$1.03M - $1.12M
40.1K $982K
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
31.8K
New
$819K - $888K
31.8K $781K
Apr 12, 2022 Q1 2022
Pure Financial Advisors, LLC

BUY
 -
24.8K
New
$639K - $692K
24.8K $609K
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
BUY
 -
21.5K
New
$554K - $601K
21.5K $528K
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
18.4K
New
$474K - $514K
18.4K $452K
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
18.1K
New
$465K - $504K
18.1K $443K
Apr 29, 2022 Q1 2022
Tria Gen Wealth Management LLC

BUY
 -
17.8K
New
$457K - $496K
17.8K $436K
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
16.9K
+ 66.11%
$436K - $472K
42.6K $1.04M
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
BUY
 -
16.3K
+ 27.29%
$418K - $454K
75.9K $1.86M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
16.2K
New
$416K - $451K
16.2K $396K
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

BUY
 -
15.9K
+ 135.24%
$409K - $444K
27.7K $678K
May 13, 2022 Q1 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
14.3K
New
$368K - $399K
14.3K $350K
Apr 25, 2022 Q1 2022
Mission Wealth Management, LP

BUY
 -
9.36K
New
$241K - $261K
9.36K $229K
May 12, 2022 Q1 2022
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
8.5K
New
$219K - $237K
8.5K $208K
May 04, 2022 Q1 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
7.97K
New
$205K - $222K
7.97K $195K
Apr 12, 2022 Q1 2022
First American Trust, Fsb

BUY
 -
7.07K
+ 5.44%
$182K - $197K
137K $3.36M
May 03, 2022 Q1 2022
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
5.17K
+ 49.88%
$133K - $144K
15.5K $381K
Apr 14, 2022 Q1 2022
Simpli Fi, Inc.

BUY
 -
4.65K
+ 22.34%
$119K - $130K
25.4K $624K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
4.28K
+ 30.91%
$110K - $119K
18.1K $444K
May 12, 2022 Q1 2022
Nwam LLC

Mercer Island, WA
BUY
 -
4.16K
New
$107K - $116K
4.16K $102K
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.59K
+ 9.21%
$92.4K - $100K
42.6K $1.04M
Aug 05, 2022 Q1 2022
January Capital Advisors LLC

BUY
 -
3.53K
+ 18.28%
$90.8K - $98.5K
22.8K $560K
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
3K
+ 35.72%
$77.2K - $83.7K
11.4K $279K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
2.88K
New
$74K - $80.2K
2.88K $70.5K
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.8K
+ 10.61%
$72.1K - $78.2K
29.2K $716K
May 13, 2022 Q1 2022
Bartlett & Co. LLC

BUY
 -
1.43K
New
$36.8K - $39.9K
1.43K $35K
Apr 08, 2022 Q1 2022
Mc Naughton Wealth Management, LLC

BUY
 -
972
+ 1.46%
$25K - $27.1K
67.7K $1.66M
May 09, 2022 Q1 2022
Lincoln National Corp

BUY
 -
857
+ 3.53%
$22K - $23.9K
25.1K $615K
Apr 14, 2022 Q1 2022
Focus Wealth Advisors, LLC

BUY
 -
840
+ 4.12%
$21.6K - $23.4K
21.2K $520K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
453
+ 5.2%
$11.7K - $12.6K
9.16K $225K
May 13, 2022 Q1 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
219
+ 2.68%
$5.63K - $6.11K
8.39K $206K
May 06, 2022 Q1 2022
Johnson Bixby & Associates, LLC

BUY
 -
82
+ 0.55%
$2.11K - $2.29K
15.1K $369K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
55
+ 0.35%
$1.41K - $1.53K
15.6K $381K
Apr 22, 2022 Q1 2022
Cypress Wealth Services, LLC

BUY
 -
45
+ 0.54%
$1.16K - $1.26K
8.32K $204K
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
34
+ 0.29%
$874 - $948
11.6K $284K
May 10, 2022 Q1 2022
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
28
+ 0.36%
$720 - $781
7.73K $189K
May 12, 2022 Q1 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
8
+ 0.56%
$206 - $223
1.43K $35K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
0
New
$0 - $0
0 $0
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 02, 2022 Q1 2022
Eagle Strategies LLC

New York, NY
SELL
 -
-25
- 0.24%
$643 - $697
10.2K $250K
Apr 25, 2022 Q1 2022
Flc Capital Advisors

SELL
 -
-271
- 2.28%
$6.97K - $7.56K
11.6K $284K

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