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 |
|---|---|---|---|---|---|
| Wealthfront Advisers | 18M | $445M | -2% | Dec 2025 |
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| Mercer Global Advisors | 2.8M | $68M | 25% | Dec 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 1.7M | $42M | 1% | Dec 2025 |
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| Stratos Wealth Partners | 1.3M | $32M | 1% | Dec 2025 |
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| Syon Capital | 1.3M | $31M | -4% | Sep 2025 |
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| Miracle Mile Advisors | 1.2M | $29M | -13% | Dec 2025 |
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| EP Wealth Advisors | 738k | $18M | -12% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 654k | $16M | 47% | Dec 2025 |
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| LPL Financial | 597k | $14M | 1% | Dec 2025 |
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| First Foundation Advisors | 329k | $7.9M | -29% | Dec 2025 |
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| First American Trust | 264k | $6.4M | -7% | Dec 2025 |
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| Jpmorgan Chase & Co | 232k | $5.6M | 100% | Sep 2025 |
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| Jane Street | 225k | $5.4M | -32% | Dec 2025 |
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| Wells Fargo & Company | 220k | $5.3M | -9% | Dec 2025 |
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| Mariner Wealth Advisors | 164k | $4.0M | 17% | Dec 2025 |
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| Elmwood Wealth Management | 129k | $3.1M | 3% | Dec 2025 |
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| Citadel Advisors | 111k | $2.7M | -3% | Sep 2025 |
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| Keybank National Association | 107k | $2.6M | 0% | Dec 2025 |
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| Hennion & Walsh Asset Management | 100k | $2.4M | 29% | Dec 2025 |
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| Steel Peak Wealth Management | 87k | $2.1M | -6% | Dec 2025 |
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| UBS Group | 85k | $2.1M | 0% | Dec 2025 |
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| SimpliFi | 83k | $2.0M | 20% | Dec 2025 |
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| HighTower Advisors | 81k | $2.0M | 7% | Dec 2025 |
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| Farther Finance Advisors | 78k | $1.9M | 862% | Dec 2025 |
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| McNaughton Wealth Management | 76k | $1.8M | -4% | Dec 2025 |
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| Northern Trust | 73k | $1.8M | -16% | Dec 2025 |
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| Intl Fcstone | 72k | $1.7M | 100% | Dec 2025 |
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| Ameriprise Financial | 71k | $1.7M | -6% | Sep 2025 |
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| Lodestar Private Asset Management | 69k | $1.7M | 8% | Dec 2025 |
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| Certus Wealth Management | 65k | $1.6M | 277% | Sep 2025 |
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| FMR | 63k | $1.5M | -9% | Sep 2025 |
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| Atomi Financial Group | 61k | $1.5M | 0% | Dec 2025 |
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| Commonwealth Equity Services | 57k | $1.4M | -4% | Dec 2025 |
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| Robertson Stephens Wealth Management | 52k | $1.3M | 120% | Dec 2025 |
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| Jones Financial Companies, L.L | 50k | $1.2M | 19% | Sep 2025 |
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| Cambridge Investment Research Advisors | 49k | $1.2M | 2% | Dec 2025 |
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| Susquehanna International | 46k | $1.1M | 74% | Dec 2025 |
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| Goldman Sachs Group | 45k | $1.1M | -90% | Dec 2025 |
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| Impact Investors | 45k | $1.1M | 4% | Dec 2025 |
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| FOCUS Wealth Advisors | 45k | $1.1M | 5% | Dec 2025 |
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| Prospera Financial Services | 42k | $1.0M | -5% | Dec 2025 |
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| Affinity Capital Advisors | 42k | $1.0M | 0% | Dec 2025 |
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| Cetera Investment Advisers | 39k | $939k | -1% | Dec 2025 |
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| Quantinno Capital Management | 38k | $917k | -1% | Dec 2025 |
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| Integrated Wealth Concepts | 38k | $913k | -22% | Dec 2025 |
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| HPM Partners | 38k | $907k | -10% | Dec 2025 |
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| Atlas Legacy Advisors | 37k | $904k | 51% | Dec 2025 |
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| Shared Vision Wealth Group | 35k | $858k | 93% | Sep 2025 |
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| Williams & Novak | 34k | $821k | -14% | Sep 2025 |
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| Mattern Capital Management | 33k | $798k | 3% | Dec 2025 |
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| Flow Traders US | 32k | $770k | 100% | Dec 2025 |
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| Envestnet Asset Management | 31k | $757k | 2% | Dec 2025 |
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| C.M. Bidwell & Associates | 31k | $737k | 19% | Dec 2025 |
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| YCMNET Advisors | 30k | $728k | -49% | Dec 2025 |
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| Greykasell Wealth Strategies | 28k | $657k | -36% | Sep 2025 |
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| Advisor Group Holdings | 27k | $661k | -63% | Dec 2025 |
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| Dimension Capital Management Partners | 26k | $634k | 0% | Dec 2025 |
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| Omega Financial Group | 26k | $623k | 2% | Dec 2025 |
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| Creative Planning | 25k | $614k | 34% | Dec 2025 |
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| Resources Investment Advisors | 25k | $592k | 0% | Dec 2025 |
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| Axxcess Wealth Management | 25k | $592k | 100% | Dec 2025 |
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| NWF Advisory Services | 23k | $554k | 100% | Sep 2025 |
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| Fisher Investments | 22k | $532k | 0% | Dec 2025 |
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| Equitable Holdings | 21k | $512k | 1% | Dec 2025 |
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| Journey Strategic Wealth | 21k | $505k | -13% | Sep 2025 |
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| Nautilus Advisors | 21k | $506k | -32% | Dec 2025 |
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| Wedmont Private Capital | 21k | $502k | 100% | Dec 2025 |
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| Mml Investors Services | 21k | $499k | 100% | Dec 2025 |
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| Raymond James Financial | 20k | $487k | 14% | Sep 2025 |
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| CLS Investments | 20k | $489k | -71% | Dec 2025 |
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| Hill Island Financial | 20k | $484k | 100% | Dec 2025 |
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| BCS Private Wealth Management | 20k | $483k | 0% | Dec 2025 |
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| Sweeney & Michel | 20k | $482k | 0% | Sep 2025 |
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| Warren Street Wealth Advisors | 20k | $478k | 0% | Dec 2025 |
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| WealthPlan Investment Management | 18k | $427k | -7% | Dec 2025 |
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| Savvy Advisors | 15k | $369k | -12% | Dec 2025 |
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| Apella Capital | 15k | $360k | 100% | Dec 2025 |
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| Honkamp Krueger Financial Services | 15k | $358k | -3% | Dec 2025 |
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| Royal Bank of Canada | 15k | $348k | 43% | Sep 2025 |
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| Betterment | 14k | $343k | 100% | Dec 2025 |
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| Waddell & Associates | 14k | $341k | 0% | Dec 2025 |
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| Assetmark | 14k | $339k | 100% | Dec 2025 |
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| NorthRock Partners | 12k | $291k | 100% | Dec 2025 |
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| Laurel Wealth Planning | 12k | $280k | 0% | Dec 2025 |
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| Parkshore Wealth Management | 11k | $267k | 0% | Sep 2025 |
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| Tme Financial | 11k | $269k | 18% | Dec 2025 |
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| Clifford Swan Investment Counsel | 11k | $267k | 0% | Dec 2025 |
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| Concurrent Investment Advisors | 10k | $251k | 0% | Dec 2025 |
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| Steward Partners Investment Advisory | 10k | $248k | 0% | Dec 2025 |
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| Root Financial Partners | 10k | $247k | 0% | Dec 2025 |
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| Twin Peaks Wealth Advisors | 10k | $246k | 0% | Dec 2025 |
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| Foronjy Financial | 10k | $238k | 100% | Sep 2025 |
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| GAMMA Investing | 9.6k | $233k | 33% | Dec 2025 |
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| Blue Zone Wealth Advisors | 9.5k | $229k | 100% | Dec 2025 |
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| Elequin Capital | 8.8k | $211k | 100% | Sep 2025 |
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| Hrt Financial | 8.8k | $211k | -24% | Dec 2025 |
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| Private Client Services | 8.5k | $205k | -5% | Dec 2025 |
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| Rockefeller Capital Management | 8.5k | $204k | 4% | Dec 2025 |
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| Eclectic Associates | 8.4k | $203k | 100% | Dec 2025 |
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| Tower Research Capital | 6.7k | $163k | 100% | Dec 2025 |
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| Dynamic Wealth Strategies | 5.7k | $139k | -18% | Dec 2025 |
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| Main Management | 4.6k | $112k | -1% | Dec 2025 |
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| Bartlett & Co. Wealth Management | 3.7k | $91k | 0% | Dec 2025 |
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| Summit Investment Advisors | 3.3k | $80k | -1% | Dec 2025 |
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| Zrc Wealth Management | 3.1k | $74k | 1% | Dec 2025 |
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| Creative Financial Designs | 3.0k | $73k | 0% | Dec 2025 |
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| Ameriflex Group | 3.0k | $72k | 100% | Sep 2025 |
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| Larson Financial Group | 2.7k | $64k | 0% | Dec 2025 |
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| Golden State Wealth Management | 1.6k | $38k | -6% | Dec 2025 |
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| EverSource Wealth Advisors | 1.3k | $30k | 1% | Dec 2025 |
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| Navalign | 1.1k | $27k | 100% | Dec 2025 |
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| O'shaughnessy Asset Management | 594.00 | $14k | 203% | Dec 2025 |
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| FSA Wealth Management | 592.00 | $14k | 0% | Sep 2025 |
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| AlphaCore Capital | 398.00 | $9.6k | 100% | Dec 2025 |
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| Versant Capital Management | 370.00 | $8.9k | 0% | Dec 2025 |
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| Brian McDonald | 300.00 | $7.2k | -96% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 267.00 | $6.5k | 338% | Dec 2025 |
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| AE Wealth Management | 206.00 | $5.0k | 0% | Dec 2025 |
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| Parallel Advisors | 40.00 | $966.000000 | 0% | Dec 2025 |
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| Smartleaf Asset Management | 1.00 | $37.000000 | 0% | Sep 2025 |
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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 |
|---|---|---|---|
| Pure Financial Advisors | Sep 2025 | 291k | $7.0M |
| Renaissance Technologies | Sep 2025 | 132k | $3.2M |
| Hanson McClain Advisors | Sep 2025 | 96k | $2.3M |
| Crossmark Global Holdings | Sep 2025 | 18k | $432k |
| Catalytic Wealth RIA | Sep 2025 | 12k | $276k |
| Kayne Anderson Rudnick Investment Management | Jun 2025 | 11k | $266k |
| Rossby Financial, LCC | Jun 2025 | 10k | $233k |
| CI Private Wealth | Sep 2025 | 9.7k | $233k |
| Global Retirement Partners | Sep 2025 | 7.7k | $185k |
| Ameritas Advisory Services | Sep 2025 | 7.3k | $174k |
| Us Bancorp | Sep 2025 | 2.1k | $49k |
| WFA of San Diego | Sep 2025 | 514.00 | $12k |
| Harbour Investments | Sep 2025 | 407.00 | $9.7k |
| Sontag Advisory | Sep 2025 | 393.00 | $9.4k |