Who owns Invesco Exchng Traded Fd Tr calif amt mun?
- Ticker: PWZ
- CUSIP Number: 46138e206
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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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors | 2.3M | $57M | 7% | Sep 2024 |
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| First Foundation Advisors | 1.6M | $38M | -7% | Jun 2024 |
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| Stratos Wealth Partners | 1.4M | $35M | 2% | Sep 2024 |
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| Envestnet Asset Management | 1.0M | $26M | 26% | Sep 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 1.0M | $25M | 6% | Jun 2024 |
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| Bank of America Corporation | 954k | $24M | 10% | Sep 2024 |
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| EP Wealth Advisors | 773k | $19M | 2% | Sep 2024 |
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| Morgan Stanley | 614k | $15M | 33% | Jun 2024 |
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| LPL Financial | 510k | $13M | 29% | Sep 2024 |
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| Jpmorgan Chase & Co | 467k | $12M | -4% | Sep 2024 |
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| Wells Fargo & Company | 277k | $6.9M | 3% | Sep 2024 |
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| Affinity Capital Advisors | 224k | $5.6M | 30% | Sep 2024 |
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| Mariner Wealth Advisors | 219k | $5.5M | -35% | Sep 2024 |
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| Hanson McClain Advisors | 217k | $5.4M | 1% | Sep 2024 |
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| First American Trust | 174k | $4.4M | 5% | Sep 2024 |
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| Steel Peak Wealth Management | 117k | $2.9M | -2% | Sep 2024 |
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| Keybank National Association | 110k | $2.8M | 1% | Sep 2024 |
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| Resources Investment Advisors | 104k | $2.6M | -7% | Sep 2024 |
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| Orion Portfolio Solutions | 98k | $2.5M | -8% | Sep 2024 |
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| McNaughton Wealth Management | 87k | $2.2M | 13% | Sep 2024 |
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| Journey Strategic Wealth | 72k | $1.8M | 1% | Sep 2024 |
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| Prospera Financial Services | 69k | $1.7M | 0% | Sep 2024 |
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| Williams & Novak | 62k | $1.6M | -6% | Sep 2024 |
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| SimpliFi | 61k | $1.5M | 1% | Sep 2024 |
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| Lodestar Private Asset Management | 58k | $1.5M | -11% | Sep 2024 |
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| Pure Financial Advisors | 57k | $1.4M | 0% | Sep 2024 |
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| Advisor Group Holdings | 54k | $1.4M | -18% | Sep 2024 |
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| Dynamic Wealth Strategies | 38k | $938k | -1% | Jun 2024 |
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| HighTower Advisors | 38k | $929k | 100% | Jun 2024 |
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| FOCUS Wealth Advisors | 35k | $882k | 0% | Sep 2024 |
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| Wealthfront Advisers | 35k | $866k | 2% | Sep 2024 |
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| Guggenheim Capital, LLC Managers | 33k | $823k | 100% | Sep 2024 |
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| Jane Street | 31k | $779k | -67% | Sep 2024 |
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| Cambridge Investment Research Advisors | 30k | $744k | 40% | Sep 2024 |
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| Diversify Advisory Services | 28k | $684k | 0% | Sep 2024 |
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| Commonwealth Equity Services | 27k | $686k | -34% | Sep 2024 |
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| Fisher Investments | 26k | $652k | 0% | Sep 2024 |
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| YCMNET Advisors | 26k | $632k | 69% | Jun 2024 |
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| Honkamp Krueger Financial Services | 25k | $626k | 0% | Jun 2024 |
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| HPM Partners | 25k | $629k | -53% | Sep 2024 |
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| Mattern Capital Management | 25k | $621k | 2% | Sep 2024 |
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| Sanctuary Advisors | 24k | $591k | 100% | Jun 2024 |
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| Robertson Stephens Wealth Management | 24k | $598k | 100% | Sep 2024 |
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| Cetera Investment Advisers | 23k | $568k | -23% | Jun 2024 |
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| Omega Financial Group | 23k | $568k | -11% | Sep 2024 |
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| C.M. Bidwell & Associates | 22k | $555k | 100% | Sep 2024 |
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| Sweeney & Michel | 22k | $552k | 22% | Sep 2024 |
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| Warren Street Wealth Advisors | 22k | $542k | 100% | Sep 2024 |
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| Mission Wealth Management | 21k | $532k | 0% | Sep 2024 |
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| Hennion & Walsh Asset Management | 21k | $532k | 17% | Sep 2024 |
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| Global Retirement Partners | 21k | $530k | 2% | Sep 2024 |
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| Creative Planning | 20k | $494k | 0% | Sep 2024 |
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| Townsquare Capital | 19k | $475k | 100% | Sep 2024 |
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| Stifel Financial | 19k | $464k | -11% | Jun 2024 |
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| Wealthcare Advisory Partners | 17k | $437k | -1% | Sep 2024 |
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| Royal Bank of Canada | 16k | $410k | 5% | Sep 2024 |
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| H D Vest Advisory Services | 16k | $400k | 0% | Jun 2024 |
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| Raymond James Financial Services Advisors | 15k | $379k | -1% | Sep 2024 |
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| Waddell & Associates | 14k | $354k | 0% | Sep 2024 |
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| Charles Schwab Investment Management | 13k | $327k | -100% | Sep 2024 |
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| GAMMA Investing | 11k | $269k | 100% | Sep 2024 |
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| Laurel Wealth Planning | 10k | $250k | 0% | Sep 2024 |
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| Southland Equity Partners | 10k | $250k | 0% | Sep 2024 |
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| Werba Rubin Papier Wealth Management | 9.8k | $246k | -55% | Sep 2024 |
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| CI Private Wealth | 9.7k | $244k | 0% | Sep 2024 |
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| Axxcess Wealth Management | 9.7k | $243k | -17% | Sep 2024 |
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| NewEdge Wealth | 9.4k | $236k | 0% | Sep 2024 |
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| Heritage Wealth Management | 8.4k | $212k | 2% | Sep 2024 |
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| Myecfo | 8.4k | $211k | 0% | Sep 2024 |
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| Ameritas Advisory Services | 8.2k | $206k | 100% | Sep 2024 |
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| Streettalk Advisors | 8.1k | $204k | 0% | Sep 2024 |
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| Farther Finance Advisors | 8.1k | $203k | 0% | Sep 2024 |
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| Atomi Financial Group | 8.1k | $202k | 100% | Sep 2024 |
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| Brian McDonald | 6.4k | $160k | -4% | Sep 2024 |
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| Main Management | 4.9k | $122k | -2% | Sep 2024 |
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| Jones Financial Companies, L.L | 4.9k | $123k | 100% | Sep 2024 |
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| Summit Investment Advisors | 3.5k | $87k | -3% | Sep 2024 |
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| Bristlecone Advisors | 3.1k | $78k | 100% | Sep 2024 |
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| Zrc Wealth Management | 2.9k | $74k | 1% | Sep 2024 |
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| Larson Financial Group | 2.7k | $67k | 61% | Sep 2024 |
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| Us Bancorp | 2.1k | $52k | 0% | Sep 2024 |
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| Bartlett & Co. Wealth Management | 1.4k | $36k | 0% | Sep 2024 |
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| S.A. Mason | 1.4k | $35k | 0% | Sep 2024 |
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| Tidemark | 836.00 | $21k | 0% | Sep 2024 |
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| Versant Capital Management | 370.00 | $9.3k | 0% | Sep 2024 |
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| SRS Capital Advisors | 339.00 | $8.5k | 0% | Sep 2024 |
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| Tower Research Capital | 301.00 | $7.4k | 0% | Jun 2024 |
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| IFP Advisors | 287.00 | $7.1k | 0% | Jun 2024 |
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| Assetmark | 7.00 | $176.000300 | 0% | Sep 2024 |
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| Smartleaf Asset Management | 1.00 | $25.000000 | 0% | Sep 2024 |
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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 |
|---|---|---|---|
| Boyd Wealth Management | Jun 2024 | 197k | $4.9M |
| Strategic Financial Concepts | Jun 2024 | 73k | $2.9M |
| Dynamic Advisors Solutions | Jun 2024 | 66k | $1.6M |
| Bank of New York Mellon | Jun 2024 | 45k | $1.1M |
| Susquehanna International | Jun 2024 | 25k | $608k |
| National Asset Management | Mar 2024 | 9.6k | $226k |
| Eagle Strategies | Mar 2024 | 9.6k | $239k |
| Flow Traders US | Jun 2024 | 8.9k | $220k |
| Strategic Blueprint | Jun 2024 | 8.4k | $208k |
| Kayne Anderson Rudnick Investment Management | Jun 2024 | 3.6k | $89k |