Purchases and Sales Made in Q4 2025 in Invesco California Amt Free Mu (PWZ)
This table provides information about the institutional ownership of Invesco California Amt Free Mu (PWZ) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
92.4KNew |
$2.21M - $2.25M
|
92.4K
$2.24M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
69.8K+ 861.52% |
$1.67M - $1.7M
|
77.9K
$1.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
22.1K+ 28.55% |
$531K - $539K
|
99.7K
$2.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
20.7KNew |
$496K - $504K
|
20.7K
$502K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
14.9KNew |
$357K - $362K
|
14.9K
$361K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.6K+ 1.12% |
$350K - $356K
|
1.32M
$32M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
14KNew |
$336K - $341K
|
14K
$340K
|
|
|
Jan 22, 2026
Q4 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
13.9K+ 20.16% |
$333K - $339K
|
82.9K
$2.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
9.46KNew |
$227K - $230K
|
9.46K
$229K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4.31K+ 3.47% |
$103K - $105K
|
129K
$3.12M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.41K+ 33.36% |
$57.8K - $58.7K
|
9.64K
$234K
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.12K+ 5.02% |
$50.9K - $51.7K
|
44.5K
$1.08M
|
|
|
Jan 20, 2026
Q4 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
1.66K+ 3.83% |
$39.8K - $40.5K
|
45K
$1.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
28+ 0.92% |
$671 - $682
|
3.07K
$74.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-184- 0.44% |
$4.41K - $4.48K
|
41.5K
$1.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-413- 4.64% |
$9.9K - $10.1K
|
8.49K
$206K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.07K- 11.95% |
$49.7K - $50.5K
|
15.3K
$371K
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-3.22K- 4.07% |
$77.2K - $78.5K
|
75.9K
$1.84M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.93K- 6.39% |
$142K - $144K
|
86.9K
$2.11M
|
|