Purchases and Sales Made in Q2 2022 in Invesco California Amt Free Mu (PWZ)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.2K- 23.25% |
$100K - $109K
|
13.9K
$341K
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-4.66K- 3.4% |
$111K - $121K
|
132K
$3.25M
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-6.12K- 7.3% |
$146K - $158K
|
77.7K
$1.91M
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-6.12K- 15.29% |
$146K - $158K
|
33.9K
$833K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-7.97KClosed |
$190K - $206K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-8.21KClosed |
$195K - $212K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-8.3K- 29.91% |
$198K - $215K
|
19.5K
$478K
|
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-8.5KClosed |
$202K - $220K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-9.36KClosed |
$223K - $242K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.57K- 32.75% |
$228K - $248K
|
19.6K
$483K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.2KClosed |
$244K - $265K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 13.8% |
$249K - $271K
|
65.4K
$1.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.5K- 5.96% |
$251K - $273K
|
166K
$4.09M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-11.4KClosed |
$272K - $296K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-11.6KClosed |
$276K - $300K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-15.5KClosed |
$370K - $402K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.7K- 52.61% |
$373K - $405K
|
14.1K
$346K
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.6K- 52.38% |
$395K - $429K
|
15.1K
$370K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-17.5K- 54.79% |
$416K - $452K
|
14.4K
$354K
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-17.8KClosed |
$423K - $460K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-19K- 28.07% |
$452K - $492K
|
48.7K
$1.2M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-20.5KClosed |
$489K - $531K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-21.5KClosed |
$513K - $557K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-31.4KClosed |
$746K - $811K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-42.6KClosed |
$1.01M - $1.1M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-132K- 25.49% |
$3.15M - $3.43M
|
387K
$9.51M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-132K- 25.49% |
$3.15M - $3.43M
|
387K
$9.51M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-230K- 85.44% |
$5.49M - $5.96M
|
39.3K
$965K
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.64M- 15.95% |
$39M - $42.4M
|
8.63M
$212M
|