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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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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| Miracle Mile Advisors | 1.6M | $40M | 89% | Mar 2024 |
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| Stratos Wealth Partners | 1.4M | $34M | 100% | Mar 2024 |
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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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| EP Wealth Advisors | 796k | $20M | 100% | Dec 2023 |
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| Wells Fargo & Company | 714k | $18M | 116% | Dec 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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| Mariner Wealth Advisors | 284k | $7.1M | 7% | Dec 2023 |
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| Hanson McClain Advisors | 187k | $4.6M | -2% | Mar 2024 |
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| Affinity Capital Advisors | 172k | $4.3M | 1% | Mar 2024 |
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| First American Trust | 144k | $3.6M | -5% | Dec 2023 |
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| Steel Peak Wealth Management | 137k | $3.4M | 58% | Mar 2024 |
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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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| UBS Group | 82k | $2.0M | 5% | Dec 2023 |
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| Pure Financial Advisors | 76k | $1.9M | -1% | Mar 2024 |
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| McNaughton Wealth Management | 72k | $1.8M | 4% | Mar 2024 |
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| Advisor Group Holdings | 72k | $1.8M | -36% | Dec 2023 |
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| Dynamic Advisors Solutions | 70k | $1.7M | 17% | Mar 2024 |
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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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| Lodestar Private Asset Management | 62k | $1.5M | 2% | Mar 2024 |
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| SimpliFi | 59k | $1.5M | -9% | Mar 2024 |
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| Dfpg Investments | 59k | $1.5M | 100% | Dec 2023 |
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| Williams & Novak | 48k | $1.2M | 0% | Mar 2024 |
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| Bank of New York Mellon | 45k | $1.1M | 9% | Mar 2024 |
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| FOCUS Wealth Advisors | 35k | $871k | 78% | Mar 2024 |
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| Wealthfront Advisers | 35k | $861k | -1% | Mar 2024 |
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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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| Omega Financial Group | 24k | $606k | -29% | Mar 2024 |
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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 | 22k | $550k | 6% | Mar 2024 |
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| Creative Planning | 20k | $487k | -43% | Dec 2023 |
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| Global Retirement Partners | 19k | $463k | 6% | Mar 2024 |
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| Commonwealth Equity Services | 18k | $449k | 48% | Dec 2023 |
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| Wealthcare Advisory Partners | 18k | $439k | 16% | Mar 2024 |
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| Raymond James Financial Services Advisors | 17k | $416k | -1% | Mar 2024 |
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| H D Vest Advisory Services | 16k | $405k | -2% | Dec 2023 |
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| Stifel Financial | 15k | $367k | 23% | Dec 2023 |
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| Citadel Advisors | 14k | $350k | -41% | Dec 2023 |
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| Royal Bank of Canada | 13k | $313k | 0% | Dec 2023 |
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| Hennion & Walsh Asset Management | 12k | $285k | 100% | Mar 2024 |
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| Rockefeller Capital Management | 11k | $271k | 100% | Dec 2023 |
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| Laurel Wealth Planning | 10k | $254k | 0% | Mar 2024 |
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| Southland Equity Partners | 10k | $248k | 100% | Mar 2024 |
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| CI Private Wealth | 9.7k | $243k | 100% | Dec 2023 |
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| Eagle Strategies | 9.6k | $239k | 100% | Mar 2024 |
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| National Asset Management | 9.4k | $235k | -2% | Dec 2023 |
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| Strategic Blueprint | 8.4k | $210k | 100% | Mar 2024 |
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| Myecfo | 8.4k | $209k | 0% | Mar 2024 |
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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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| 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 | $73k | 0% | Mar 2024 |
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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% | Mar 2024 |
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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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| Versant Capital Management | 370.00 | $9.2k | 100% | Mar 2024 |
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| SRS Capital Advisors | 339.00 | $8.5k | 100% | Dec 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 |
|---|---|---|---|
| Alpha Cubed Investments | Dec 2023 | 18k | $444k |
| Mission Wealth Management | Sep 2023 | 17k | $407k |
| Boyd Wealth Management | Dec 2023 | 16k | $397k |
| Spinnaker Investment Group | Dec 2023 | 14k | $337k |
| Brio Consultants | Sep 2023 | 8.9k | $210k |
| McIlrath & Eck | Sep 2023 | 5.5k | $128k |
| Pnc Financial Services | Sep 2023 | 2.0k | $47k |
| Huntington National Bank | Sep 2023 | 106.00 | $2.5k |