Purchases and Sales Made in Q2 2023 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 Q2 2023. 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
Aug 14, 2023 Q2 2023
First Foundation Advisors

Irvine, CA
BUY
 -
640K
+ 6180.34%
$15.4M - $16M
650K $15.9M
Aug 10, 2023 Q2 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
277K
+ 96.32%
$6.67M - $6.95M
565K $13.8M
Jul 20, 2023 Q2 2023
Boyd Wealth Management, LLC

BUY
 -
221K
New
$5.33M - $5.55M
221K $5.43M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
118K
+ 141.09%
$2.85M - $2.97M
202K $4.96M
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
87.1K
New
$2.1M - $2.18M
87.1K $2.13M
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
68.2K
New
$1.64M - $1.71M
68.2K $1.67M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
54.7K
+ 10.53%
$1.32M - $1.37M
574K $14.1M
Jul 13, 2023 Q2 2023
Affinity Capital Advisors, LLC

BUY
 -
54.6K
New
$1.31M - $1.37M
54.6K $1.34M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
30.4K
+ 15.78%
$732K - $763K
223K $5.47M
Jul 17, 2023 Q2 2023
Simpli Fi, Inc.

BUY
 -
25.9K
+ 67.08%
$623K - $649K
64.5K $1.58M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
9.66K
+ 1.98%
$233K - $242K
499K $12.2M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
9.19K
+ 3.71%
$221K - $230K
257K $6.3M
Jul 19, 2023 Q2 2023
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
8.95K
New
$215K - $224K
8.95K $219K
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
8.87K
New
$214K - $222K
8.87K $217K
Aug 28, 2023 Q2 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
8.4K
New
$202K - $211K
8.4K $206K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
7.47K
+ 373.5%
$180K - $187K
9.47K $232K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
6.61K
+ 9.31%
$159K - $166K
77.6K $1.9M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
4.99K
+ 35.86%
$120K - $125K
18.9K $463K
Aug 01, 2023 Q2 2023
Keybank National Association

BUY
 -
4.87K
+ 7.09%
$117K - $122K
73.5K $1.8M
Aug 08, 2023 Q2 2023
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
4.48K
+ 28.72%
$108K - $112K
20.1K $492K
Aug 02, 2023 Q2 2023
Steel Peak Wealth Management LLC

BUY
 -
3.73K
+ 2.32%
$89.7K - $93.4K
164K $4.02M
Aug 08, 2023 Q2 2023
Mc Naughton Wealth Management, LLC

BUY
 -
3.46K
+ 6.17%
$83.3K - $86.7K
59.5K $1.46M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
3.37K
+ 24.23%
$81.2K - $84.6K
17.3K $424K
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
3.15K
+ 40.88%
$75.8K - $79K
10.9K $266K
Jul 06, 2023 Q2 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
2.93K
New
$70.5K - $73.4K
2.93K $71.7K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.66K
New
$64K - $66.6K
2.66K $65.1K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.42K
New
$34.3K - $35.7K
1.42K $34.9K
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
1.34K
+ 1.53%
$32.3K - $33.7K
89.3K $2.19M
Jul 10, 2023 Q2 2023
Pure Financial Advisors, LLC

BUY
 -
457
+ 0.61%
$11K - $11.5K
75.7K $1.86M
Dec 12, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
391
+ 1.5%
$9.41K - $9.8K
26.4K $647K
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
391
+ 1.5%
$9.41K - $9.8K
26.4K $647K
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

BUY
 -
121
+ 0.71%
$2.91K - $3.03K
17.2K $422K
Jul 21, 2023 Q2 2023
Cypress Wealth Services, LLC

BUY
 -
61
+ 0.71%
$1.47K - $1.53K
8.6K $211K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
59
+ 0.44%
$1.42K - $1.48K
13.3K $326K
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
50
+ 0.47%
$1.2K - $1.25K
10.7K $263K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 14, 2023 Q2 2023
Focus Wealth Advisors, LLC

SELL
 -
-110
- 0.52%
$2.65K - $2.76K
21.2K $520K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-200
- 1.33%
$4.81K - $5.01K
14.8K $362K
Jul 27, 2023 Q2 2023
Lodestar Private Asset Management LLC

Alamo, CA
SELL
 -
-263
- 0.59%
$6.33K - $6.59K
44.6K $1.09M
Aug 14, 2023 Q2 2023
Main Management LLC

San Francisco, CA
SELL
 -
-362
- 4.89%
$8.71K - $9.08K
7.04K $173K
Jul 26, 2023 Q2 2023
First American Trust, Fsb

SELL
 -
-633
- 0.43%
$15.2K - $15.9K
147K $3.6M
Aug 09, 2023 Q2 2023
Brio Consultants, LLC

SELL
 -
-2K
- 14.49%
$48.1K - $50.1K
11.8K $289K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

SELL
 -
-2.35K
- 8.66%
$56.6K - $58.9K
24.8K $608K
Jul 11, 2023 Q2 2023
Omega Financial Group, LLC

SELL
 -
-3.02K
- 7.21%
$72.7K - $75.7K
38.9K $953K
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-4.93K
- 33.91%
$119K - $123K
9.6K $235K
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-6.08K
- 3.1%
$146K - $153K
190K $4.66M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

SELL
 -
-6.5K
- 7.19%
$157K - $163K
84K $2.06M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-8.07K
- 11.59%
$194K - $202K
61.6K $1.51M
Jul 13, 2023 Q2 2023
Miracle Mile Advisors, LLC

SELL
 -
-9.17K
- 32.21%
$221K - $230K
19.3K $473K

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