Who owns Invesco Exchng Traded Fd Tr calif amt mun?
- Ticker: PWZ
- CUSIP Number: 46138e206
Tip: Access positions for across all investors
Analyze quarterly positions in Invesco Exchng Traded Fd Tr calif amt mun with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Invesco Exchng Traded Fd Tr calif amt mun this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Charles Schwab Investment Advisory | 9.8M | $245M | -28% | Dec 2023 |
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Jane Street | 3.4M | $85M | 100% | Dec 2023 |
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First Foundation Advisors | 1.2M | $30M | 3% | Dec 2023 |
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Bank of America Corporation | 1.1M | $28M | 66% | Dec 2023 |
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Miracle Mile Advisors | 843k | $21M | 19% | Dec 2023 |
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EP Wealth Advisors | 796k | $20M | 100% | Dec 2023 |
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Gerber Kawasaki Wealth & Investment Management | 764k | $18M | 35% | Sep 2023 |
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Wells Fargo & Company | 714k | $18M | 116% | Dec 2023 |
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Morgan Stanley | 484k | $11M | -3% | Sep 2023 |
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Bank Of Montreal | 447k | $11M | 100% | Dec 2023 |
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Mercer Global Advisors | 439k | $11M | 124% | Dec 2023 |
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Jpmorgan Chase & Co | 386k | $9.6M | -29% | Dec 2023 |
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FMR | 376k | $8.8M | 8% | Sep 2023 |
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LPL Financial | 294k | $6.9M | 32% | Sep 2023 |
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Mariner Wealth Advisors | 284k | $7.1M | 7% | Dec 2023 |
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Envestnet Asset Management | 198k | $4.7M | 1047% | Sep 2023 |
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Ameriprise Financial | 194k | $4.6M | 2% | Sep 2023 |
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Hanson McClain Advisors | 191k | $4.8M | 115% | Dec 2023 |
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Affinity Capital Advisors | 170k | $4.3M | 12% | Dec 2023 |
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First American Trust | 144k | $3.6M | -5% | Dec 2023 |
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Orion Portfolio Solutions | 123k | $3.1M | 11% | Dec 2023 |
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Wealthsource Partners | 117k | $2.9M | -29% | Dec 2023 |
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Steel Peak Wealth Management | 87k | $2.2M | -41% | Dec 2023 |
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UBS Group | 82k | $2.0M | 5% | Dec 2023 |
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Pure Financial Advisors | 77k | $1.9M | -43% | Dec 2023 |
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Advisor Group Holdings | 72k | $1.8M | -36% | Dec 2023 |
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McNaughton Wealth Management | 69k | $1.7M | 19% | Dec 2023 |
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Prospera Financial Services | 68k | $1.7M | -4% | Dec 2023 |
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Journey Strategic Wealth | 67k | $1.7M | 100% | Dec 2023 |
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SimpliFi | 65k | $1.5M | 0% | Dec 2023 |
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Keybank National Association | 63k | $1.5M | -14% | Sep 2023 |
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Lodestar Private Asset Management | 61k | $1.5M | 27% | Dec 2023 |
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Dynamic Advisors Solutions | 60k | $1.5M | 483% | Dec 2023 |
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Dfpg Investments | 59k | $1.5M | 100% | Dec 2023 |
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Williams & Novak | 48k | $1.2M | 100% | Dec 2023 |
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Bank of New York Mellon | 41k | $1.0M | -30% | Dec 2023 |
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Wealthfront Advisers | 35k | $874k | 100% | Dec 2023 |
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Omega Financial Group | 34k | $860k | -12% | Dec 2023 |
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HPM Partners | 30k | $752k | 100% | Dec 2023 |
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NewEdge Wealth | 29k | $719k | 0% | Dec 2023 |
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Honkamp Krueger Financial Services | 27k | $668k | 118% | Dec 2023 |
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Dimension Capital Management Partners | 26k | $655k | 0% | Dec 2023 |
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Fisher Investments | 26k | $650k | 0% | Dec 2023 |
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Warren Street Wealth Advisors | 24k | $596k | -10% | Dec 2023 |
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Mattern Capital Management | 23k | $568k | -5% | Dec 2023 |
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HighTower Advisors | 22k | $558k | -26% | Dec 2023 |
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Cambridge Investment Research Advisors | 21k | $523k | -6% | Dec 2023 |
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FOCUS Wealth Advisors | 20k | $492k | -7% | Dec 2023 |
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Creative Planning | 20k | $487k | -43% | Dec 2023 |
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Commonwealth Equity Services | 18k | $449k | 48% | Dec 2023 |
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Alpha Cubed Investments | 18k | $444k | 0% | Dec 2023 |
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Global Retirement Partners | 18k | $442k | -16% | Dec 2023 |
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Sweeney & Michel | 17k | $400k | 6% | Sep 2023 |
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Raymond James Financial Services Advisors | 17k | $422k | 13% | Dec 2023 |
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H D Vest Advisory Services | 16k | $405k | -2% | Dec 2023 |
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Boyd Wealth Management | 16k | $397k | -93% | Dec 2023 |
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Wealthcare Advisory Partners | 15k | $380k | 6% | Dec 2023 |
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Stifel Financial | 15k | $367k | 23% | Dec 2023 |
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Waddell & Associates | 14k | $332k | 0% | Sep 2023 |
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Financial Network Investment Corporation | 14k | $331k | 6% | Sep 2023 |
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Citadel Advisors | 14k | $350k | -41% | Dec 2023 |
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Spinnaker Investment Group | 14k | $337k | 100% | Dec 2023 |
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Royal Bank of Canada | 13k | $313k | 0% | Dec 2023 |
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Rockefeller Capital Management | 11k | $271k | 100% | Dec 2023 |
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Williams Jones Wealth Management | 11k | $249k | 100% | Sep 2023 |
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Laurel Wealth Planning | 10k | $255k | 14% | Dec 2023 |
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CI Private Wealth | 9.7k | $243k | 100% | Dec 2023 |
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National Asset Management | 9.4k | $235k | -2% | Dec 2023 |
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Perennial Investment Advisors | 8.8k | $207k | -18% | Sep 2023 |
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Myecfo | 8.4k | $210k | 100% | Dec 2023 |
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Streettalk Advisors | 8.1k | $203k | 100% | Dec 2023 |
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Main Management | 5.8k | $146k | -3% | Dec 2023 |
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Us Bancorp | 5.8k | $145k | -21% | Dec 2023 |
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Brian McDonald | 5.7k | $134k | 100% | Sep 2023 |
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Dagco | 4.7k | $117k | 100% | Dec 2023 |
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Summit Investment Advisors | 3.9k | $96k | -17% | Dec 2023 |
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Zrc Wealth Management | 2.9k | $69k | 0% | Dec 2023 |
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Bartlett & Co. | 1.4k | $36k | 0% | Dec 2023 |
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Bartlett & Co. Wealth Management | 1.4k | $36k | 0% | Dec 2023 |
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S.A. Mason | 1.4k | $35k | 0% | Dec 2023 |
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Tidemark | 1.1k | $29k | 100% | Dec 2023 |
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Citigroup | 1.0k | $25k | 0% | Dec 2023 |
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Householder Group Estate & Retirement Specialist | 665.00 | $16k | 0% | Dec 2023 |
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SRS Capital Advisors | 339.00 | $8.5k | 100% | Dec 2023 |
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Tower Research Capital | 301.00 | $7.1k | 0% | Sep 2023 |
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Planned Solutions | 294.00 | $7.3k | 100% | Dec 2023 |
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IFP Advisors | 287.00 | $7.2k | 0% | Dec 2023 |
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Smartleaf Asset Management | 1.00 | $25.000000 | 100% | Dec 2023 |
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Who sold out of Invesco Exchng Traded Fd Tr calif amt mun?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Mission Wealth Management | Sep 2023 | 17k | $407k |
Brio Consultants | Sep 2023 | 8.9k | $210k |
Cypress Wealth Services | Sep 2023 | 8.7k | $203k |
McIlrath & Eck | Sep 2023 | 5.5k | $128k |
Pnc Financial Services | Sep 2023 | 2.0k | $47k |
Northwestern Mutual Wealth Management Company | Jun 2023 | 1.4k | $35k |
Huntington National Bank | Sep 2023 | 106.00 | $2.5k |