Purchases and Sales Made in Q2 2021 in Invesco California Amt Free Mu (PWZ)
This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
432KNew |
$12M - $12.2M
|
432K
$10.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
202K+ 106.05% |
$5.59M - $5.7M
|
392K
$9.74M
|
|
|
Jul 22, 2021
Q2 2021
|
Brio Consultants, LLC
|
BUY
|
- |
73.3K+ 23.39% |
$2.03M - $2.08M
|
387K
$9.63M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.5K+ 53.31% |
$1.93M - $1.97M
|
200K
$4.97M
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
58KNew |
$1.61M - $1.64M
|
58K
$1.44M
|
|
|
Jul 29, 2021
Q2 2021
|
First American Trust, Fsb
|
BUY
|
- |
45.5KNew |
$1.26M - $1.29M
|
45.5K
$1.13M
|
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
37.4K+ 19.53% |
$1.04M - $1.06M
|
229K
$5.69M
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
15.9KNew |
$441K - $451K
|
15.9K
$396K
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
15K+ 10.52% |
$415K - $424K
|
158K
$3.92M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
14.6K+ 15.18% |
$404K - $413K
|
111K
$2.75M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.2K+ 84.35% |
$339K - $346K
|
26.7K
$665K
|
|
|
Aug 11, 2021
Q2 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
11.6KNew |
$322K - $329K
|
11.6K
$289K
|
|
|
Jul 15, 2021
Q2 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
10KNew |
$277K - $283K
|
10K
$249K
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.19KNew |
$255K - $260K
|
9.19K
$229K
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.12KNew |
$253K - $258K
|
9.12K
$227K
|
|
|
Aug 09, 2021
Q2 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
8.41K+ 14.3% |
$233K - $238K
|
67.2K
$1.67M
|
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
6.71KNew |
$186K - $190K
|
6.71K
$167K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.92KNew |
$164K - $167K
|
5.92K
$147K
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.35K+ 6.22% |
$65.2K - $66.6K
|
40.2K
$999K
|
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.55K+ 11.99% |
$43K - $43.9K
|
14.5K
$360K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.24K+ 5.87% |
$34.4K - $35.1K
|
22.4K
$557K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
585+ 4.13% |
$16.2K - $16.6K
|
14.7K
$367K
|
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
509+ 7.23% |
$14.1K - $14.4K
|
7.55K
$188K
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
500+ 3.26% |
$13.9K - $14.2K
|
15.8K
$394K
|
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
457+ 0.41% |
$12.7K - $12.9K
|
113K
$2.81M
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
362New |
$10K - $10.2K
|
362
$9.01K
|
|
|
Aug 10, 2021
Q2 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
300+ 1.13% |
$8.31K - $8.49K
|
27K
$671K
|
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
BUY
|
- |
215+ 0.37% |
$5.96K - $6.08K
|
58.5K
$1.46M
|
|
|
Aug 23, 2021
Q2 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
141+ 0.96% |
$3.91K - $3.99K
|
14.9K
$370K
|
|
|
Aug 13, 2021
Q2 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
82+ 0.48% |
$2.27K - $2.32K
|
17.1K
$425K
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
46+ 0.57% |
$1.27K - $1.3K
|
8.18K
$204K
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
21+ 0.09% |
$582 - $594
|
24.1K
$599K
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
8+ 0.57% |
$222 - $226
|
1.41K
$35K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6New |
$166 - $170
|
6
$149
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-140- 0.83% |
$3.88K - $3.96K
|
16.8K
$418K
|
|
|
Jul 26, 2021
Q2 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-403- 4.47% |
$11.2K - $11.4K
|
8.62K
$215K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-656- 4.09% |
$18.2K - $18.6K
|
15.4K
$383K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1K- 25.35% |
$27.7K - $28.3K
|
2.94K
$73.2K
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.51K- 1.04% |
$41.9K - $42.8K
|
143K
$3.56M
|
|
|
Aug 12, 2021
Q2 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.61K- 3.37% |
$44.7K - $45.6K
|
46.2K
$1.15M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.73K- 0.68% |
$48K - $49K
|
253K
$6.3M
|
|
|
Jul 14, 2021
Q2 2021
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 9.58% |
$54.4K - $55.5K
|
18.5K
$461K
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.98K- 15.99% |
$54.9K - $56.1K
|
10.4K
$259K
|
|
|
Aug 13, 2021
Q2 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.22K- 2.11% |
$61.5K - $62.8K
|
103K
$2.56M
|
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
SELL
|
- |
-2.74K- 18.77% |
$76K - $77.7K
|
11.9K
$295K
|
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.46K- 30.18% |
$95.8K - $97.9K
|
8K
$199K
|
|
|
Aug 02, 2021
Q2 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-8.96K- 51.66% |
$248K - $254K
|
8.38K
$209K
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.96K- 48.54% |
$248K - $254K
|
9.5K
$236K
|