Purchases and Sales Made in Q1 2021 in Invesco California Amt Free Mu (PWZ)

PWZ Quotes by TradingView

This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q1 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
May 17, 2021 Q1 2021
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
408K
+ 7.76%
$11.2M - $11.5M
5.66M $138M
Apr 29, 2021 Q1 2021
Miracle Mile Advisors, LLC

BUY
 -
82.8K
+ 76.27%
$2.27M - $2.34M
191K $4.68M
May 17, 2021 Q1 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
54.7K
+ 564.44%
$1.5M - $1.55M
64.4K $1.58M
Apr 26, 2021 Q1 2021
Brio Consultants, LLC

BUY
 -
49.8K
+ 18.88%
$1.37M - $1.41M
314K $7.67M
May 12, 2021 Q1 2021
Brinker Capital Investments, LLC

BUY
 -
31.6K
+ 189.55%
$868K - $894K
48.3K $1.18M
May 07, 2021 Q1 2021
Gerber Kawasaki Wealth & Investment Management

BUY
 -
24K
+ 13.32%
$659K - $679K
204K $5M
May 10, 2021 Q1 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
21.4K
New
$587K - $605K
21.4K $523K
May 17, 2021 Q1 2021
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
16.9K
New
$464K - $479K
16.9K $414K
Apr 30, 2021 Q1 2021
Creative Planning

Overland Park, KS
BUY
 -
15.3K
New
$421K - $434K
15.3K $375K
May 14, 2021 Q1 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
12.9K
New
$355K - $366K
12.9K $316K
May 13, 2021 Q1 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
11.8K
+ 8.84%
$323K - $333K
145K $3.54M
Apr 22, 2021 Q1 2021
Private Advisor Group, LLC

BUY
 -
10.2K
New
$281K - $290K
10.2K $250K
May 07, 2021 Q1 2021
Keybank National Association

BUY
 -
7.36K
+ 14.44%
$202K - $208K
58.3K $1.42M
May 17, 2021 Q1 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
6.4K
+ 2.58%
$175K - $181K
255K $6.23M
May 07, 2021 Q1 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
6.23K
+ 4.57%
$171K - $176K
143K $3.49M
May 05, 2021 Q1 2021
Destination Wealth Management

BUY
 -
6.23K
+ 33.06%
$171K - $176K
25.1K $613K
May 14, 2021 Q1 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.43K
+ 3.52%
$122K - $125K
130K $3.19M
Apr 14, 2021 Q1 2021
Mc Naughton Wealth Management, LLC

BUY
 -
4.38K
+ 8.05%
$120K - $124K
58.8K $1.44M
May 13, 2021 Q1 2021
Brown Brothers Harriman & CO

New York, NY
BUY
 -
3.4K
New
$93.3K - $96.2K
3.4K $83.1K
May 12, 2021 Q1 2021
Bradley & Co. Private Wealth Management, LLC

BUY
 -
3.32K
New
$90.9K - $93.7K
3.32K $81.1K
May 12, 2021 Q1 2021
Ubs Group Ag

BUY
 -
2.25K
+ 2.4%
$61.8K - $63.7K
96.1K $2.35M
May 04, 2021 Q1 2021
Commonwealth Equity Services, LLC

BUY
 -
1.71K
+ 13.35%
$46.8K - $48.3K
14.5K $354K
May 10, 2021 Q1 2021
Lincoln National Corp

BUY
 -
1.67K
+ 7.45%
$45.8K - $47.2K
24.1K $588K
May 18, 2021 Q1 2021
Steel Peak Wealth Management LLC

BUY
 -
1.48K
+ 1.33%
$40.7K - $41.9K
113K $2.75M
May 10, 2021 Q1 2021
Apriem Advisors

Irvine, CA
BUY
 -
1K
+ 3.9%
$27.4K - $28.3K
26.7K $652K
May 13, 2021 Q1 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
979
+ 2.66%
$26.9K - $27.7K
37.8K $925K
Apr 13, 2021 Q1 2021
Hbw Advisory Services LLC

BUY
 -
788
+ 7.38%
$21.6K - $22.3K
11.5K $280K
Apr 14, 2021 Q1 2021
Focus Wealth Advisors, LLC

BUY
 -
230
+ 1.14%
$6.31K - $6.5K
20.5K $501K
May 10, 2021 Q1 2021
Summit Wealth & Retirement Planning, Inc.

BUY
 -
226
+ 0.22%
$6.2K - $6.39K
105K $2.57M
May 14, 2021 Q1 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
215
+ 1.54%
$5.9K - $6.08K
14.2K $346K
May 25, 2021 Q1 2021
Johnson Bixby & Associates, LLC

BUY
 -
88
+ 0.6%
$2.41K - $2.49K
14.7K $360K
May 14, 2021 Q1 2021
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
86
+ 1.24%
$2.36K - $2.43K
7.04K $172K
May 17, 2021 Q1 2021
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
84
+ 0.5%
$2.3K - $2.38K
17K $416K
Apr 28, 2021 Q1 2021
Cypress Wealth Services, LLC

BUY
 -
48
+ 0.59%
$1.32K - $1.36K
8.14K $199K
May 07, 2021 Q1 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
15
+ 0.07%
$411 - $424
21.1K $517K
May 06, 2021 Q1 2021
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
8
+ 0.58%
$219 - $226
1.4K $34.2K
May 13, 2021 Q1 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 14, 2021 Q1 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-188
Closed
$5.16K - $5.32K
0 $0
May 04, 2021 Q1 2021
Knuff & CO LLC

Foster City, CA
SELL
 -
-292
Closed
$8.01K - $8.26K
0 $0
Apr 20, 2021 Q1 2021
Gemmer Asset Management LLC

SELL
 -
-883
Closed
$24.2K - $25K
0 $0
May 14, 2021 Q1 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-1.27K
Closed
$34.7K - $35.8K
0 $0
Apr 30, 2021 Q1 2021
Paulson Wealth Management Inc.

SELL
 -
-2.7K
- 23.02%
$74K - $76.3K
9.03K $221K
Apr 20, 2021 Q1 2021
S.A. Mason LLC

SELL
 -
-3.25K
- 69.89%
$89.1K - $91.9K
1.4K $34.2K
Apr 14, 2021 Q1 2021
Global Retirement Partners, LLC

SELL
 -
-3.38K
- 33.18%
$92.7K - $95.6K
6.81K $166K
Apr 23, 2021 Q1 2021
Flc Capital Advisors

SELL
 -
-3.96K
- 21.31%
$109K - $112K
14.6K $357K
May 17, 2021 Q1 2021
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-5.44K
- 25.31%
$149K - $154K
16.1K $392K
May 17, 2021 Q1 2021
One Wealth Advisors, LLC

San Francisco, CA
SELL
 -
-8.78K
Closed
$241K - $248K
0 $0
May 17, 2021 Q1 2021
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-11K
Closed
$302K - $311K
0 $0
May 17, 2021 Q1 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-19K
Closed
$522K - $538K
0 $0

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