Purchases and Sales Made in Q2 2025 in Invesco California Amt Free Mu (PWZ)
This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
244K+ 402.7% |
$5.54M - $5.9M
|
305K
$7.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
2.98K+ 5.02% |
$67.7K - $72.1K
|
62.4K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.32K+ 162.03% |
$52.6K - $56K
|
3.75K
$87.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 5.73% |
$48.5K - $51.6K
|
39.4K
$918K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26+ 0.87% |
$590 - $629
|
3.02K
$70.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-665- 3.23% |
$15.1K - $16.1K
|
19.9K
$464K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-2K- 9.09% |
$45.4K - $48.4K
|
20K
$466K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-7.58K- 38.47% |
$172K - $183K
|
12.1K
$283K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-9.36K- 45.59% |
$213K - $226K
|
11.2K
$260K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-137K- 71.99% |
$3.1M - $3.3M
|
53.2K
$1.24M
|