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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-285- 1.72% |
$6.47K - $6.89K
|
16.3K
$390K
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-539- 5.24% |
$12.2K - $13K
|
9.75K
$233K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-665- 3.23% |
$15.1K - $16.1K
|
19.9K
$476K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-908- 3.32% |
$20.6K - $22K
|
26.4K
$632K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.76K- 3.92% |
$40K - $42.6K
|
43.2K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-2K- 9.09% |
$45.4K - $48.4K
|
20K
$478K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.68K- 20.33% |
$106K - $113K
|
18.4K
$439K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.87K- 9.32% |
$111K - $118K
|
47.4K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.45K- 23.82% |
$124K - $132K
|
17.4K
$416K
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-6.89K- 35.77% |
$157K - $167K
|
12.4K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.43K- 29.33% |
$169K - $180K
|
17.9K
$428K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-7.58K- 38.47% |
$172K - $183K
|
12.1K
$290K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-7.64K- 8.58% |
$174K - $185K
|
81.4K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.53K- 45.6% |
$194K - $206K
|
10.2K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.58K- 40.61% |
$195K - $207K
|
12.5K
$300K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-9.36K- 45.59% |
$213K - $226K
|
11.2K
$267K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.85K- 39.18% |
$224K - $238K
|
15.3K
$366K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.6K- 33.76% |
$241K - $257K
|
20.9K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.7K- 22.15% |
$334K - $355K
|
51.7K
$1.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-17K- 21.35% |
$387K - $412K
|
62.8K
$1.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.5K- 3.67% |
$533K - $567K
|
616K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-24.6K- 71.64% |
$558K - $594K
|
9.72K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-33.3K- 3.84% |
$756K - $805K
|
834K
$19.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-51K- 67.73% |
$1.16M - $1.23M
|
24.3K
$580K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-51.5K- 27.65% |
$1.17M - $1.24M
|
135K
$3.22M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-62.5K- 19.25% |
$1.42M - $1.51M
|
262K
$6.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-69.8K- 60.5% |
$1.59M - $1.69M
|
45.6K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-72.8K- 78.55% |
$1.65M - $1.76M
|
19.9K
$475K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-93K- 7.08% |
$2.11M - $2.25M
|
1.22M
$29.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-103K- 31.58% |
$2.34M - $2.49M
|
223K
$5.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-137K- 71.99% |
$3.1M - $3.3M
|
53.2K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-160K- 18.66% |
$3.64M - $3.88M
|
699K
$16.7M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-162K- 14.55% |
$3.68M - $3.92M
|
953K
$22.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-322K- 80.99% |
$7.3M - $7.77M
|
75.4K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-333K- 97.04% |
$7.56M - $8.05M
|
10.2K
$243K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-427K- 96.03% |
$9.7M - $10.3M
|
17.7K
$422K
|