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 |
|---|---|---|---|---|---|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
20,000
shares
|
$485,200
0.16% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
20,000
shares
|
$485,200
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
19,789
shares
|
$480,081
0.15% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
18,990
shares
|
$460,697
0.0% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
18,938
shares
|
$459,435
0.03% of portfolio
|
Q3 2025
Reduced 21.08%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
18,051
shares
|
$437,917
0.01% of portfolio
|
Q3 2025
Reduced 31.75%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
16,395
shares
|
$397,742
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,332
shares
|
$396,214
0.0% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
15,279
shares
|
$370,668
0.01% of portfolio
|
Q4 2025
Reduced 11.95%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
15,239
shares
|
$369,698
0.01% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,091
shares
|
$366,107
0.0% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
14,879
shares
|
$360,964
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
14,567
shares
|
$353,395
0.0% of portfolio
|
Q2 2025
Reduced 45.6%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
14,125
shares
|
$342,672
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
14,014
shares
|
$339,979
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
12,026
shares
|
$291,750
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Jan 22, 2026 Q4 2025 |
11,602
shares
|
$281,464
0.17% of portfolio
|
Q3 2025
Added 19.01%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
11,517
shares
|
$279,402
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
11,457
shares
|
$277,946
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
11,170
shares
|
$270,984
0.11% of portfolio
|
Q2 2025
Reduced 45.59%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
11,050
shares
|
$268,073
0.01% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
10,400
shares
|
$252,304
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
10,250
shares
|
$248,665
0.0% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
10,240
shares
|
$248,422
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
10,106
shares
|
$245,171
0.08% of portfolio
|
Q4 2024
New holding
|
|