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 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.02M+ 3414.5% |
$114M - $121M
|
5.17M
$124M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
303K+ 28.95% |
$6.89M - $7.34M
|
1.35M
$32.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
244K+ 402.7% |
$5.54M - $5.9M
|
305K
$7.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
240K+ 16.82% |
$5.45M - $5.8M
|
1.67M
$39.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
228K+ 15.82% |
$5.17M - $5.51M
|
1.67M
$39.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
221K+ 82.27% |
$5.02M - $5.34M
|
490K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
113K+ 66.74% |
$2.57M - $2.73M
|
282K
$6.75M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
66.7K+ 335.33% |
$1.51M - $1.61M
|
86.6K
$2.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
48.9K+ 1.94% |
$1.11M - $1.18M
|
2.57M
$61.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37.3K+ 2.08% |
$848K - $903K
|
1.83M
$43.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.1K+ 67.72% |
$842K - $896K
|
91.8K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.6K+ 259.22% |
$740K - $788K
|
45.2K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
28.8K+ 212.27% |
$654K - $696K
|
42.3K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
28.1KNew |
$639K - $681K
|
28.1K
$673K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
24KNew |
$545K - $580K
|
24K
$574K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.7K+ 17.58% |
$516K - $550K
|
152K
$3.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
20.9K+ 47.76% |
$475K - $505K
|
64.6K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
20KNew |
$454K - $484K
|
20K
$478K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
18.3KNew |
$416K - $443K
|
18.3K
$438K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
17.6K+ 26.34% |
$400K - $426K
|
84.6K
$2.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
17.3KNew |
$393K - $419K
|
17.3K
$414K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.5K+ 34.38% |
$353K - $376K
|
60.7K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
12.4K+ 13.76% |
$282K - $300K
|
103K
$2.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11.4KNew |
$259K - $276K
|
11.4K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.2KNew |
$254K - $271K
|
11.2K
$268K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
10.2KNew |
$233K - $248K
|
10.2K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
9.85KNew |
$224K - $238K
|
9.85K
$235K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.73KNew |
$221K - $235K
|
9.73K
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.71K+ 6.84% |
$175K - $186K
|
120K
$2.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.24K+ 21.58% |
$164K - $175K
|
40.8K
$975K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
5.33K+ 4.75% |
$121K - $129K
|
118K
$2.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.19K+ 0.72% |
$95K - $101K
|
582K
$13.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
2.98K+ 5.02% |
$67.7K - $72.1K
|
62.4K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.32K+ 162.03% |
$52.6K - $56K
|
3.75K
$89.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.28K+ 6.26% |
$51.7K - $55K
|
38.6K
$922K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 5.73% |
$48.5K - $51.6K
|
39.4K
$942K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.1K+ 5.57% |
$47.7K - $50.8K
|
39.8K
$951K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.2K+ 4.26% |
$27.2K - $29K
|
29.3K
$701K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 1.89% |
$26.5K - $28.3K
|
63.2K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.04K+ 5.3% |
$23.5K - $25K
|
20.6K
$492K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
650+ 2.66% |
$14.8K - $15.7K
|
25.1K
$599K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
592New |
$13.4K - $14.3K
|
592
$14.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
423+ 0.99% |
$9.61K - $10.2K
|
43.1K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
139+ 0.56% |
$3.16K - $3.36K
|
25K
$599K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26+ 0.87% |
$590 - $629
|
3.02K
$72.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
26+ 0.29% |
$590 - $629
|
8.86K
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15+ 0.46% |
$341 - $363
|
3.24K
$77.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.9% |
$250 - $266
|
1.24K
$29.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-157- 1.51% |
$3.57K - $3.8K
|
10.3K
$245K
|