Purchases and Sales Made in Q1 2025 in Invesco California Amt Free Mu (PWZ)
This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q1 2025. 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 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
125+ 3.05% |
$2.96K - $3.09K
|
4.23K
$97.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
73+ 0.83% |
$1.73K - $1.8K
|
8.83K
$204K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
40New |
$947 - $989
|
40
$926
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
25+ 0.84% |
$592 - $618
|
2.99K
$69.3K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.12% |
$23.7 - $24.7
|
838
$19.4K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$23.7 - $24.7
|
1
$23.2
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-42- 0.2% |
$995 - $1.04K
|
20.5K
$475K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-65- 1.98% |
$1.54K - $1.61K
|
3.23K
$74.7K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-100- 7.14% |
$2.37K - $2.47K
|
1.3K
$30.1K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-126- 2.59% |
$2.98K - $3.11K
|
4.75K
$110K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-158- 0.62% |
$3.74K - $3.91K
|
25.1K
$582K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-180- 2.04% |
$4.26K - $4.45K
|
8.66K
$200K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-288- 1.65% |
$6.82K - $7.12K
|
17.2K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-533- 0.59% |
$12.6K - $13.2K
|
90.2K
$2.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-563- 2.66% |
$13.3K - $13.9K
|
20.6K
$476K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-563- 2.71% |
$13.3K - $13.9K
|
20.2K
$468K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-644- 1.05% |
$15.2K - $15.9K
|
60.6K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-646- 3.24% |
$15.3K - $16K
|
19.3K
$446K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.03K- 1.34% |
$24.3K - $25.3K
|
75.2K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.13K- 5.71% |
$26.8K - $28K
|
18.7K
$433K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.82K- 50.0% |
$43.1K - $45K
|
1.82K
$42.2K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.02K- 3.16% |
$71.6K - $74.7K
|
92.7K
$2.15M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.3K- 0.96% |
$102K - $106K
|
445K
$10.3M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-4.56K- 9.65% |
$108K - $113K
|
42.7K
$988K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-5.75K- 4.87% |
$136K - $142K
|
112K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.81K- 2.34% |
$185K - $193K
|
326K
$7.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-9.46K- 9.6% |
$224K - $234K
|
89.1K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.1K- 14.93% |
$287K - $300K
|
69K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-16K- 29.8% |
$379K - $396K
|
37.7K
$873K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-19.9K- 9.48% |
$471K - $491K
|
190K
$4.39M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.6K- 4.9% |
$489K - $510K
|
400K
$9.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-25.2K- 27.37% |
$597K - $623K
|
66.9K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-28.7K- 50.75% |
$679K - $709K
|
27.8K
$644K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-30.5K- 40.4% |
$722K - $754K
|
45K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-35.5K- 8.21% |
$840K - $877K
|
397K
$9.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-42.5K- 18.58% |
$1.01M - $1.05M
|
186K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-42.6K- 3.9% |
$1.01M - $1.05M
|
1.05M
$24.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.6K- 81.28% |
$1.29M - $1.35M
|
12.6K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-95.4K- 42.48% |
$2.26M - $2.36M
|
129K
$2.99M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-145K- 91.44% |
$3.43M - $3.58M
|
13.6K
$314K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-237K- 17.54% |
$5.62M - $5.86M
|
1.12M
$25.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-450K- 95.81% |
$10.7M - $11.1M
|
19.7K
$456K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-520K- 37.72% |
$12.3M - $12.9M
|
859K
$19.9M
|