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
Wealthfront Advisers 19M $452M 266% Sep 2025
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Mercer Global Advisors 2.2M $54M 34% Sep 2025
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Gerber Kawasaki Wealth & Investment Management 1.7M $41M 42% Sep 2025
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Miracle Mile Advisors 1.4M $33M -47% Sep 2025
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Stratos Wealth Partners 1.3M $31M -29% Sep 2025
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Syon Capital 1.3M $31M -4% Sep 2025
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EP Wealth Advisors 834k $20M -4% Jun 2025
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Morgan Stanley 616k $14M 100% Jun 2025
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LPL Financial 591k $14M 1% Sep 2025
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First Foundation Advisors 464k $11M -51% Sep 2025
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Goldman Sachs Group 463k $11M 100% Sep 2025
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Guggenheim Capital, LLC Managers 447k $11M 58% Sep 2025
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Jane Street 331k $7.9M -32% Sep 2025
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Pure Financial Advisors 291k $7.0M -5% Sep 2025
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First American Trust 284k $6.8M 8% Sep 2025
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Wells Fargo & Company 241k $5.8M 8% Sep 2025
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Jpmorgan Chase & Co 232k $5.6M -42% Sep 2025
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Mariner Wealth Advisors 141k $3.4M -8% Sep 2025
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Renaissance Technologies 132k $3.2M 100% Sep 2025
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Elmwood Wealth Management 124k $3.0M 396% Sep 2025
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Citadel Advisors 111k $2.7M -3% Sep 2025
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Keybank National Association 107k $2.6M -9% Sep 2025
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Hanson McClain Advisors 96k $2.3M -29% Sep 2025
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Steel Peak Wealth Management 93k $2.2M -23% Sep 2025
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Northern Trust 86k $2.1M 100% Sep 2025
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UBS Group 85k $2.0M -17% Sep 2025
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McNaughton Wealth Management 79k $1.9M -6% Sep 2025
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Hennion & Walsh Asset Management 78k $1.9M 90% Sep 2025
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HighTower Advisors 76k $1.8M 20% Sep 2025
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Advisor Group Holdings 73k $1.7M 20% Sep 2025
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Ameriprise Financial 71k $1.7M -6% Sep 2025
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CLS Investments 70k $1.7M -19% Sep 2025
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SimpliFi 69k $1.7M 11% Sep 2025
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Certus Wealth Management 65k $1.6M 277% Sep 2025
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Lodestar Private Asset Management 64k $1.5M 2% Sep 2025
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FMR 63k $1.5M -9% Sep 2025
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Atomi Financial Group 60k $1.4M -7% Sep 2025
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Commonwealth Equity Services 59k $1.4M -35% Sep 2025
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YCMNET Advisors 59k $1.4M 67% Sep 2025
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Jones Financial Companies, L.L 50k $1.2M 19% Sep 2025
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Integrated Wealth Concepts 48k $1.2M 25% Sep 2025
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Cambridge Investment Research Advisors 48k $1.2M 2% Sep 2025
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Prospera Financial Services 44k $1.0M 2% Sep 2025
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Impact Investors 43k $1.0M -47% Sep 2025
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FOCUS Wealth Advisors 42k $1.0M 7% Sep 2025
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HPM Partners 42k $999k 100% Sep 2025
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Affinity Capital Advisors 42k $999k -22% Sep 2025
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Cetera Investment Advisers 39k $934k 90% Sep 2025
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Quantinno Capital Management 38k $915k 36% Sep 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 32k $764k 9% Sep 2025
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Nautilus Advisors 31k $737k -18% Sep 2025
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Envestnet Asset Management 31k $735k -98% Sep 2025
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Greykasell Wealth Strategies 28k $657k -36% Sep 2025
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Susquehanna International 26k $629k 159% Sep 2025
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Dimension Capital Management Partners 26k $628k 0% Sep 2025
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C.M. Bidwell & Associates 26k $612k 16% Sep 2025
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Omega Financial Group 25k $602k 1% Sep 2025
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Atlas Legacy Advisors 25k $594k 41% Sep 2025
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Resources Investment Advisors 25k $587k -46% Sep 2025
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Robertson Stephens Wealth Management 24k $570k 0% Sep 2025
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NWF Advisory Services 23k $554k 0% Sep 2025
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Fisher Investments 22k $526k -15% Sep 2025
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Journey Strategic Wealth 21k $505k -13% Sep 2025
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Equitable Holdings 21k $503k 1% Sep 2025
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Raymond James Financial 20k $487k 14% Sep 2025
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BCS Private Wealth Management 20k $478k 100% Sep 2025
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Sweeney & Michel 20k $482k 0% Sep 2025
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Warren Street Wealth Advisors 20k $473k -1% Sep 2025
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Creative Planning 19k $454k 3% Sep 2025
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WealthPlan Investment Management 19k $453k -21% Sep 2025
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Crossmark Global Holdings 18k $432k -32% Sep 2025
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Savvy Advisors 17k $415k 100% Sep 2025
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Climber Capital SA 16k $381k 0% Jun 2025
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H D Vest Advisory Services 16k $381k -2% Jun 2025
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Honkamp Krueger Financial Services 15k $365k 0% Sep 2025
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Royal Bank of Canada 15k $348k 43% Sep 2025
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Waddell & Associates 14k $338k 0% Sep 2025
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Laurel Wealth Planning 12k $278k 19% Sep 2025
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Catalytic Wealth RIA 12k $276k 100% Sep 2025
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Hrt Financial 12k $274k 100% Sep 2025
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Parkshore Wealth Management 11k $267k 0% Sep 2025
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Clifford Swan Investment Counsel 11k $264k 7% Sep 2025
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Concurrent Investment Advisors 10k $249k 100% Sep 2025
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Steward Partners Investment Advisory 10k $245k 0% Sep 2025
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Root Financial Partners 10k $245k 0% Sep 2025
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Twin Peaks Wealth Advisors 10k $242k 0% Sep 2025
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Foronjy Financial 10k $238k 100% Sep 2025
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CI Private Wealth 9.7k $233k 0% Sep 2025
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Tme Financial 9.4k $226k -24% Sep 2025
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Private Client Services 8.9k $213k 100% Sep 2025
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Elequin Capital 8.8k $211k 100% Sep 2025
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Brian McDonald 8.4k $201k 0% Sep 2025
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Rockefeller Capital Management 8.1k $194k 100% Sep 2025
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Farther Finance Advisors 8.1k $194k 0% Sep 2025
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Global Retirement Partners 7.7k $185k -38% Sep 2025
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Ameritas Advisory Services 7.3k $174k 100% Sep 2025
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GAMMA Investing 7.2k $173k -40% Sep 2025
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Dynamic Wealth Strategies 7.0k $167k -28% Sep 2025
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Main Management 4.7k $113k 0% Sep 2025
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Bartlett & Co. Wealth Management 3.7k $90k 0% Sep 2025
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Summit Investment Advisors 3.3k $80k 3% Sep 2025
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Zrc Wealth Management 3.0k $73k 1% Sep 2025
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Creative Financial Designs 3.0k $72k 0% Sep 2025
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Ameriflex Group 3.0k $72k 100% Sep 2025
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Larson Financial Group 2.7k $63k 0% Sep 2025
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Us Bancorp 2.1k $49k 0% Sep 2025
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Golden State Wealth Management 1.7k $40k -9% Sep 2025
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EverSource Wealth Advisors 1.2k $30k 1% Sep 2025
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FSA Wealth Management 592.00 $14k 0% Sep 2025
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Harbour Investments 407.00 $9.7k 0% Sep 2025
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Sontag Advisory 393.00 $9.4k 100% Sep 2025
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Versant Capital Management 370.00 $8.8k 0% Sep 2025
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AE Wealth Management 206.00 $4.9k 100% Sep 2025
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O'shaughnessy Asset Management 196.00 $4.7k 100% Sep 2025
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Bnp Paribas Arbitrage, Snc 61.00 $1.5k 100% Sep 2025
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Parallel Advisors 40.00 $957.000000 0% Sep 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
Stifel Financial Jun 2025 17k $407k
Kayne Anderson Rudnick Investment Management Jun 2025 11k $266k
WCG Wealth Advisors Jun 2025 11k $262k
Rossby Financial, LCC Jun 2025 10k $233k
Southland Equity Partners Jun 2025 10k $232k
Hill Island Financial Jun 2025 8.9k $207k
S.A. Mason Jun 2025 1.3k $30k
IFP Advisors Jun 2025 287.00 $6.7k