Institutional Ownership Invesco California Amt Free Mu (PWZ)
This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ). We have compiled data on the 131 institutions that hold shares in the stock, with a total of 36.4 Million shares, which have been reported (via 13F filing form) to have a value of $883 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
99,712
shares
|
$2.42 Million
0.09% of portfolio
|
Q4 2025
Added 28.55%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
96,261
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 28.5%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
92,720
shares
|
$2.25 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Chatterton & Associates Inc.
Anaheim, CA |
Jan 20, 2026 Q4 2025 |
92,381
shares
|
$2.24 Million
1.91% of portfolio
|
Q4 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
86,874
shares
|
$2.11 Million
0.07% of portfolio
|
Q4 2025
Reduced 6.39%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
86,261
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
85,099
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.03%
|
|
|
Simpli Fi, Inc.
|
Jan 22, 2026 Q4 2025 |
82,932
shares
|
$2.01 Million
0.89% of portfolio
|
Q4 2025
Added 20.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
77,883
shares
|
$1.89 Million
0.02% of portfolio
|
Q4 2025
Added 861.52%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
75,860
shares
|
$1.84 Million
0.8% of portfolio
|
Q4 2025
Reduced 4.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
75,750
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Added 19.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
72,903
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Added 20.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
70,822
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
69,768
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.4%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
65,204
shares
|
$1.58 Million
1.0% of portfolio
|
Q3 2025
Added 276.71%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
64,152
shares
|
$1.56 Million
0.16% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
60,411
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
59,394
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.31%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
58,868
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2025
Added 66.97%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
58,520
shares
|
$1.42 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
50,319
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 18.85%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
48,218
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Added 24.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
48,198
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jan 20, 2026 Q4 2025 |
45,028
shares
|
$1.09 Million
0.75% of portfolio
|
Q4 2025
Added 3.83%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
44,460
shares
|
$1.08 Million
0.55% of portfolio
|
Q4 2025
Added 5.02%
|
|