Purchases and Sales Made in Q3 2022 in Invesco California Amt Free Mu (PWZ)
This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3M+ 34.77% |
$69.3M - $76M
|
11.6M
$285M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
124K+ 24.0% |
$2.88M - $3.15M
|
643K
$15.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
116K+ 30.85% |
$2.67M - $2.93M
|
490K
$12M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
80.6KNew |
$1.86M - $2.04M
|
80.6K
$1.98M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
41.2K+ 39.23% |
$953K - $1.04M
|
146K
$3.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.6K+ 249.14% |
$868K - $952K
|
52.7K
$1.29M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
26.9K+ 68.54% |
$622K - $682K
|
66.2K
$1.62M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23KNew |
$530K - $581K
|
23K
$563K
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
21.2K+ 16.03% |
$491K - $538K
|
154K
$3.77M
|
|
|
Nov 08, 2022
Q3 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
16.7KNew |
$385K - $422K
|
16.7K
$409K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.9KNew |
$368K - $403K
|
15.9K
$390K
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
14.7KNew |
$339K - $371K
|
14.7K
$360K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
9.72K+ 5.44% |
$225K - $246K
|
188K
$4.62M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7.34K+ 84.74% |
$170K - $186K
|
16K
$392K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.11K+ 72.78% |
$164K - $180K
|
16.9K
$414K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.22KNew |
$121K - $132K
|
5.22K
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.41K+ 30.63% |
$102K - $112K
|
18.8K
$461K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.66K+ 6.71% |
$38.4K - $42.1K
|
26.4K
$648K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
850+ 4.56% |
$19.6K - $21.5K
|
19.5K
$478K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
518+ 3.74% |
$12K - $13.1K
|
14.4K
$353K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
315+ 0.77% |
$7.28K - $7.98K
|
41.3K
$1.01M
|
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
201+ 0.79% |
$4.65K - $5.09K
|
25.8K
$632K
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
119+ 0.79% |
$2.75K - $3.01K
|
15.3K
$374K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
61+ 0.79% |
$1.41K - $1.54K
|
7.83K
$192K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17+ 0.01% |
$393 - $430
|
166K
$4.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
15+ 0.07% |
$347 - $380
|
22.8K
$559K
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
9+ 0.63% |
$208 - $228
|
1.45K
$35.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3+ 0.02% |
$69.3 - $76
|
12.7K
$312K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.02% |
$46.2 - $50.6
|
8.28K
$203K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1+ 0.01% |
$23.1 - $25.3
|
10.3K
$252K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-125- 0.58% |
$2.89K - $3.17K
|
21.5K
$528K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-233- 2.22% |
$5.38K - $5.9K
|
10.2K
$251K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-246- 1.88% |
$5.69K - $6.23K
|
12.9K
$315K
|
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-800- 4.11% |
$18.5K - $20.3K
|
18.7K
$457K
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-802- 6.36% |
$18.5K - $20.3K
|
11.8K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.11K- 2.36% |
$25.7K - $28.2K
|
46.2K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.2K- 4.25% |
$27.6K - $30.3K
|
26.9K
$659K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.24K- 23.0% |
$74.9K - $82.1K
|
10.9K
$266K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.49K- 5.33% |
$80.6K - $88.3K
|
61.9K
$1.52M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.55K- 15.25% |
$128K - $141K
|
30.8K
$756K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.56K- 22.94% |
$128K - $141K
|
18.7K
$458K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-6.27K- 12.88% |
$145K - $159K
|
42.4K
$1.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-13.9K- 17.88% |
$321K - $352K
|
63.8K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-15.5K- 40.5% |
$359K - $393K
|
22.8K
$559K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-19.5KClosed |
$450K - $494K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.4K- 11.32% |
$540K - $592K
|
183K
$4.49M
|
|
|
Oct 21, 2022
Q3 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-26.5K- 78.02% |
$612K - $670K
|
7.46K
$183K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-31.3K- 21.53% |
$723K - $793K
|
114K
$2.8M
|