Purchases and Sales Made in Q1 2022 in Invesco California Amt Free Mu (PWZ)
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 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-357- 3.17% |
$9.18K - $9.96K
|
10.9K
$271K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-795Closed |
$20.4K - $22.2K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.55K- 1.08% |
$39.9K - $43.3K
|
142K
$3.53M
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-1.97KClosed |
$50.6K - $54.9K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-3.2K- 10.34% |
$82.3K - $89.2K
|
27.8K
$690K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.72K- 13.37% |
$95.7K - $104K
|
24.1K
$600K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.5K- 28.26% |
$116K - $126K
|
11.4K
$284K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.55K- 14.9% |
$143K - $155K
|
31.7K
$788K
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-5.89K- 21.45% |
$151K - $164K
|
21.6K
$536K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-6.78KClosed |
$174K - $189K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-6.84K- 2.79% |
$176K - $191K
|
238K
$5.93M
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-7.65K- 8.37% |
$197K - $213K
|
83.8K
$2.09M
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.99KClosed |
$206K - $223K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.15K- 4.4% |
$210K - $227K
|
177K
$4.4M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-8.78KClosed |
$226K - $245K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.5KClosed |
$297K - $322K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-13.7K- 30.47% |
$353K - $383K
|
31.4K
$780K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.9K- 10.43% |
$564K - $611K
|
188K
$4.68M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-30.9K- 60.1% |
$795K - $862K
|
20.5K
$511K
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-34.2KClosed |
$881K - $955K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.6K- 25.37% |
$1.07M - $1.16M
|
122K
$3.04M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-107K- 82.18% |
$2.75M - $2.98M
|
23.2K
$577K
|
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-228K- 47.73% |
$5.86M - $6.35M
|
249K
$6.2M
|