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 117 institutions that hold shares in the stock, with a total of 19.1 Million shares, which have been reported (via 13F filing form) to have a value of $469 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Climber Capital Sa
Nyon, V8 |
Feb 12, 2025 Q4 2024 |
16,395
shares
|
$402,169
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
16,111
shares
|
$395,202
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
|
$370,182
0.0% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
14,125
shares
|
$346,486
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
11,250
shares
|
$275,962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
10,407
shares
|
$255,283
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
10,326
shares
|
$253,296
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
10,288
shares
|
$252,364
0.16% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
10,106
shares
|
$247,900
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$245,300
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
9,950
shares
|
$244,073
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
9,729
shares
|
$238,652
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
9,110
shares
|
$223,468
0.0% of portfolio
|
Q4 2024
Added 87.26%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
8,836
shares
|
$216,747
0.0% of portfolio
|
Q4 2024
Reduced 32.17%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
8,759
shares
|
$214,858
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
8,564
shares
|
$210,074
0.0% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
8,400
shares
|
$206,052
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
8,395
shares
|
$205,929
0.0% of portfolio
|
Q4 2024
Added 31.83%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
8,151
shares
|
$199,944
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
8,113
shares
|
$199,011
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
8,100
shares
|
$198,693
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
4,871
shares
|
$119,485
0.01% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,100
shares
|
$100,573
0.01% of portfolio
|
Q4 2024
Added 32.26%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
3,291
shares
|
$80,728
0.0% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
3,000
shares
|
$73,590
0.01% of portfolio
|
Q4 2024
New holding
|