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 100 institutions that hold shares in the stock, with a total of 14.6 Million shares, which have been reported (via 13F filing form) to have a value of $357 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
22,843
shares
|
$557,369
0.49% of portfolio
|
Q1 2022
Added 18.28%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
22,655
shares
|
$552,782
0.22% of portfolio
|
Q3 2024
Reduced 11.37%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
22,132
shares
|
$540,020
0.34% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
22,000
shares
|
$536,800
0.22% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
21,609
shares
|
$527,259
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
21,224
shares
|
$517,865
0.01% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
21,208
shares
|
$517,475
0.03% of portfolio
|
Q3 2024
Added 17.35%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
21,119
shares
|
$515,303
0.02% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
19,712
shares
|
$480,972
0.0% of portfolio
|
Q1 2024
Added 1.14%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
18,931
shares
|
$461,916
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
17,406
shares
|
$424,706
0.01% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
17,388
shares
|
$424,267
0.0% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
16,617
shares
|
$405,454
0.0% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
16,340
shares
|
$398,696
0.0% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
16,111
shares
|
$393,108
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,091
shares
|
$368,220
0.0% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
14,125
shares
|
$344,650
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
13,027
shares
|
$317,858
0.0% of portfolio
|
Q3 2024
Reduced 99.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
10,250
shares
|
$250,099
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
9,975
shares
|
$243,390
0.16% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
9,950
shares
|
$242,780
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
9,793
shares
|
$238,949
0.06% of portfolio
|
Q3 2024
Reduced 54.74%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
9,729
shares
|
$237,387
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
9,700
shares
|
$236,680
0.01% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
9,414
shares
|
$229,701
0.0% of portfolio
|
Q1 2024
Reduced 67.3%
|