Purchases and Sales Made in Q4 2021 in Invesco California Amt Free Mu (PWZ)
This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
695K+ 12.32% |
$19.2M - $19.4M
|
6.34M
$155M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
256KNew |
$7.06M - $7.17M
|
256K
$6.28M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
122KNew |
$3.37M - $3.42M
|
122K
$3M
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
66.7KNew |
$1.84M - $1.87M
|
66.7K
$1.63M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
62.1K+ 91.1% |
$1.71M - $1.74M
|
130K
$3.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
59.6KNew |
$1.64M - $1.67M
|
59.6K
$1.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
45.1KNew |
$1.24M - $1.26M
|
45.1K
$1.11M
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
40K+ 9.15% |
$1.1M - $1.12M
|
477K
$11.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.2KNew |
$1.03M - $1.04M
|
37.2K
$912K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
27.5K+ 23.65% |
$756K - $768K
|
144K
$3.52M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.6KNew |
$706K - $717K
|
25.6K
$628K
|
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
19.3KNew |
$532K - $540K
|
19.3K
$473K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
18.9K+ 122.76% |
$520K - $528K
|
34.2K
$839K
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
17.8K+ 15.81% |
$489K - $497K
|
130K
$3.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.2K+ 3.85% |
$473K - $480K
|
463K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.8KNew |
$324K - $329K
|
11.8K
$288K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.5KNew |
$318K - $323K
|
11.5K
$283K
|
|
|
Jan 20, 2022
Q4 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
11K+ 112.31% |
$303K - $308K
|
20.8K
$510K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10.2KNew |
$282K - $286K
|
10.2K
$251K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.78KNew |
$242K - $246K
|
8.78K
$215K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
7.74K+ 39.25% |
$213K - $217K
|
27.5K
$673K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
7.7KNew |
$212K - $215K
|
7.7K
$189K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.14K+ 4.55% |
$197K - $200K
|
164K
$4.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
6.8K+ 6.39% |
$187K - $190K
|
113K
$2.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
6.78KNew |
$187K - $190K
|
6.78K
$166K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.08K+ 23.8% |
$140K - $142K
|
26.4K
$647K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.13K+ 6.48% |
$86.2K - $87.6K
|
51.4K
$1.26M
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.97KNew |
$54.2K - $55.1K
|
1.97K
$48.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 7.6% |
$39.7K - $40.3K
|
20.4K
$500K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
852+ 10.84% |
$23.5K - $23.8K
|
8.71K
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
795New |
$21.9K - $22.2K
|
795
$19.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
725+ 1.05% |
$20K - $20.3K
|
69.7K
$1.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
504+ 6.57% |
$13.9K - $14.1K
|
8.18K
$200K
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
200+ 0.65% |
$5.51K - $5.6K
|
31K
$759K
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
84+ 0.56% |
$2.31K - $2.35K
|
15K
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
56+ 0.36% |
$1.54K - $1.57K
|
15.5K
$380K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
46+ 0.56% |
$1.27K - $1.29K
|
8.27K
$203K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35+ 0.3% |
$964 - $979
|
11.6K
$284K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
32+ 0.4% |
$882 - $895
|
7.99K
$196K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
21+ 0.09% |
$579 - $588
|
24.2K
$594K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
8+ 0.57% |
$220 - $224
|
1.42K
$34.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-179- 2.14% |
$4.93K - $5.01K
|
8.21K
$201K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-237- 10.59% |
$6.53K - $6.63K
|
2K
$49K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-300- 13.04% |
$8.27K - $8.39K
|
2K
$49K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-327- 1.16% |
$9.01K - $9.15K
|
27.8K
$682K
|
|
|
Feb 03, 2022
Q4 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-362- 3.37% |
$9.97K - $10.1K
|
10.4K
$254K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-521- 3.62% |
$14.4K - $14.6K
|
13.9K
$340K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.43KClosed |
$39.4K - $40K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.96K- 18.88% |
$53.9K - $54.7K
|
8.4K
$206K
|