Purchases and Sales Made in Q2 2022 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 Q2 2022. 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
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
BUY
 -
881K
+ 260.84%
$21M - $22.8M
1.22M $30.1M
Jul 14, 2022 Q2 2022
Brio Consultants, LLC

BUY
 -
463K
+ 185.5%
$11M - $12M
712K $17.6M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
396K
+ 323.87%
$9.44M - $10.3M
519K $12.8M
Aug 04, 2022 Q2 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
137K
+ 57.32%
$3.25M - $3.53M
375K $9.26M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
122K
+ 756.95%
$2.91M - $3.17M
139K $3.42M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
119K
+ 72.33%
$2.82M - $3.07M
283K $6.98M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
104K
+ 20.5%
$2.47M - $2.69M
610K $15.1M
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
86.7K
+ 470.73%
$2.06M - $2.24M
105K $2.6M
Aug 12, 2022 Q2 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
84.7K
New
$2.02M - $2.19M
84.7K $2.09M
Jul 13, 2022 Q2 2022
Omega Financial Group, LLC

BUY
 -
41K
New
$976K - $1.06M
41K $1.01M
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

BUY
 -
32.6K
+ 117.72%
$775K - $843K
60.2K $1.49M
Jul 19, 2022 Q2 2022
Capital Cs Group, LLC

BUY
 -
20K
New
$475K - $516K
20K $493K
Jul 07, 2022 Q2 2022
Boltwood Capital Management

BUY
 -
19.3K
New
$458K - $498K
19.3K $475K
Jul 15, 2022 Q2 2022
Karp Capital Management Corp

BUY
 -
18.6K
New
$444K - $482K
18.6K $460K
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
18.2K
+ 9.65%
$432K - $470K
206K $5.1M
Aug 23, 2022 Q2 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
14.9K
New
$355K - $386K
14.9K $369K
Jul 18, 2022 Q2 2022
Warren Street Wealth Advisors, LLC

BUY
 -
12.6K
New
$300K - $326K
12.6K $311K
Jul 08, 2022 Q2 2022
Pure Financial Advisors, LLC

BUY
 -
11.6K
+ 46.54%
$275K - $299K
36.4K $899K
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
10.8K
New
$258K - $280K
10.8K $268K
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
10.3K
+ 6.1%
$244K - $266K
179K $4.41M
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

BUY
 -
8.66K
New
$206K - $224K
8.66K $214K
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
6.65K
+ 36.66%
$158K - $172K
24.8K $612K
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
4.89K
+ 21.08%
$116K - $127K
28.1K $694K
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
4.7K
+ 11.03%
$112K - $122K
47.3K $1.17M
Aug 02, 2022 Q2 2022
Steel Peak Wealth Management LLC

BUY
 -
3.4K
+ 2.39%
$81K - $88K
145K $3.59M
Aug 08, 2022 Q2 2022
Keybank National Association

BUY
 -
2.01K
+ 2.89%
$47.9K - $52.1K
71.7K $1.77M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.32K
+ 11.58%
$31.4K - $34.2K
12.7K $314K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
981
+ 10.33%
$23.4K - $25.4K
10.5K $259K
Aug 10, 2022 Q2 2022
Eagle Strategies LLC

New York, NY
BUY
 -
701
+ 6.87%
$16.7K - $18.1K
10.9K $269K
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
612
+ 6.68%
$14.6K - $15.8K
9.77K $241K
Jul 11, 2022 Q2 2022
Focus Wealth Advisors, LLC

BUY
 -
425
+ 2.0%
$10.1K - $11K
21.6K $535K
Jul 20, 2022 Q2 2022
Simpli Fi, Inc.

BUY
 -
142
+ 0.56%
$3.38K - $3.67K
25.6K $632K
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
116
+ 0.48%
$2.76K - $3K
24.2K $599K
Jul 13, 2022 Q2 2022
Johnson Bixby & Associates, LLC

BUY
 -
84
+ 0.56%
$2K - $2.17K
15.1K $374K
Jul 27, 2022 Q2 2022
Cypress Wealth Services, LLC

BUY
 -
47
+ 0.57%
$1.12K - $1.22K
8.37K $207K
Aug 12, 2022 Q2 2022
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
43
+ 0.56%
$1.02K - $1.11K
7.77K $192K
Aug 11, 2022 Q2 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
8
+ 0.56%
$190 - $207
1.44K $35.5K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
0
New
$0 - $0
0 $0
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
0
Closed
$0 - $0
0 $0
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 12, 2022 Q2 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-115
- 1.37%
$2.74K - $2.98K
8.28K $204K
Aug 12, 2022 Q2 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-128
- 1.1%
$3.05K - $3.31K
11.5K $283K
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

SELL
 -
-567
Closed
$13.5K - $14.7K
0 $0
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-590
- 5.42%
$14K - $15.3K
10.3K $254K
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-977
- 33.96%
$23.3K - $25.3K
1.9K $46.9K
Aug 02, 2022 Q2 2022
Lincoln National Corp

SELL
 -
-2.31K
- 9.19%
$54.9K - $59.7K
22.8K $563K
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-2.45K
- 15.74%
$58.3K - $63.4K
13.1K $324K
Aug 02, 2022 Q2 2022
Running Point Capital Advisors, LLC

SELL
 -
-3.11K
- 7.5%
$74K - $80.4K
38.3K $947K
Aug 10, 2022 Q2 2022
Nwam LLC

Mercer Island, WA
SELL
 -
-4.16K
Closed
$99.1K - $108K
0 $0

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