Who owns Invesco Exchng Traded Fd Tr calif amt mun?

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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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Top investors of Invesco Exchng Traded Fd Tr calif amt mun stock

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