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 |
|---|---|---|---|---|---|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
9,958
shares
|
$241,581
0.1% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
9,729
shares
|
$236,025
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
9,642
shares
|
$233,914
0.01% of portfolio
|
Q4 2025
Added 33.36%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
9,459
shares
|
$229,475
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
9,448
shares
|
$229,208
0.17% of portfolio
|
Q3 2025
Reduced 23.65%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,819
shares
|
$213,948
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
8,488
shares
|
$205,918
0.06% of portfolio
|
Q4 2025
Reduced 4.64%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
8,395
shares
|
$203,662
0.0% of portfolio
|
Q4 2024
Added 31.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,121
shares
|
$197,015
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
7,727
shares
|
$187,457
0.0% of portfolio
|
Q3 2025
Reduced 38.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
7,270
shares
|
$176,370
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
6,998
shares
|
$169,771
0.11% of portfolio
|
Q3 2025
Reduced 27.98%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,705
shares
|
$114,143
0.01% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
3,747
shares
|
$90,902
0.0% of portfolio
|
Q2 2025
Added 162.03%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
3,337
shares
|
$80,955
0.0% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
3,072
shares
|
$74,526
0.03% of portfolio
|
Q4 2025
Added 0.92%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
3,000
shares
|
$72,780
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
2,998
shares
|
$72,731
0.03% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,650
shares
|
$64,289
0.0% of portfolio
|
Q3 2024
Added 60.61%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,055
shares
|
$49,854
0.0% of portfolio
|
Q1 2024
Reduced 64.6%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,664
shares
|
$40,368
0.0% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,430
shares
|
$34,691
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,249
shares
|
$30,300
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
592
shares
|
$14,361
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
407
shares
|
$9,873
0.0% of portfolio
|
Q1 2025
New holding
|
|