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 |
|---|---|---|---|---|---|
| Wealthfront Advisers | 18M | $429M | 0% | Jun 2026 |
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| Mercer Global Advisors | 3.5M | $85M | 18% | Jun 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 1.9M | $46M | 9% | Mar 2026 |
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| Miracle Mile Advisors | 1.2M | $31M | 0% | Jun 2026 |
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| Syon Capital | 1.2M | $30M | 2% | Jun 2026 |
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| Bank of America Corporation | 1.2M | $30M | 15% | Jun 2026 |
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| Guggenheim Capital, LLC Managers | 1.0M | $25M | 20% | Jun 2026 |
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| EP Wealth Advisors | 789k | $19M | 5% | Jun 2026 |
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| LPL Financial | 683k | $17M | 8% | Jun 2026 |
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| Morgan Stanley | 588k | $14M | 7% | Mar 2026 |
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| First Foundation Advisors | 380k | $9.3M | 0% | Jun 2026 |
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| Shared Vision Wealth Group | 311k | $7.6M | 780% | Jun 2026 |
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| Jpmorgan Chase & Co | 298k | $7.3M | 100% | Jun 2026 |
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| Pure Financial Advisors | 285k | $7.0M | 5% | Jun 2026 |
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| Robertson Stephens Wealth Management | 238k | $5.8M | 20% | Jun 2026 |
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| Wells Fargo & Company | 184k | $4.5M | -22% | Jun 2026 |
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| Integrated Wealth Concepts | 176k | $4.3M | 76% | Jun 2026 |
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| First American Trust | 169k | $4.2M | -4% | Jun 2026 |
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| HighTower Advisors | 146k | $3.6M | 18% | Jun 2026 |
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| Chatterton & Associates | 145k | $3.5M | 9% | Jun 2026 |
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| Elmwood Wealth Management | 141k | $3.5M | -1% | Jun 2026 |
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| Keybank National Association | 133k | $3.3M | 8% | Jun 2026 |
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| Jones Financial Companies, L.L | 123k | $3.0M | 3% | Jun 2026 |
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| Affinity Capital Advisors | 123k | $3.0M | 196% | Jun 2026 |
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| FMR | 111k | $2.7M | 20% | Jun 2026 |
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| Farther Finance Advisors | 101k | $2.5M | 28% | Jun 2026 |
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| Lodestar Private Asset Management | 90k | $2.2M | 15% | Jun 2026 |
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| SimpliFi | 86k | $2.1M | 0% | Jun 2026 |
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| UBS Group | 83k | $2.0M | 0% | Jun 2026 |
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| Navigation Group | 77k | $1.9M | 0% | Jun 2026 |
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| Steel Peak Wealth Management | 75k | $1.8M | -13% | Jun 2026 |
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| Jane Street | 73k | $1.8M | -16% | Jun 2026 |
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| Raymond James Financial | 72k | $1.8M | 2% | Jun 2026 |
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| McNaughton Wealth Management | 63k | $1.6M | -9% | Jun 2026 |
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| Commonwealth Equity Services | 63k | $1.5M | 6% | Jun 2026 |
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| Tower Research Capital | 62k | $1.5M | 100% | Jun 2026 |
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| Ameriprise Financial | 61k | $1.5M | -6% | Jun 2026 |
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| Citadel Advisors | 58k | $1.4M | 100% | Jun 2026 |
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| Elequin Capital | 50k | $1.2M | 100% | Jun 2026 |
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| CliftonLarsonAllen Wealth Advisors | 49k | $1.2M | 100% | Jun 2026 |
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| Private Advisor | 47k | $1.2M | 100% | Jun 2026 |
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| Envestnet Asset Management | 46k | $1.1M | 31% | Jun 2026 |
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| Atomi Financial Group | 46k | $1.1M | -35% | Jun 2026 |
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| Cetera Investment Advisers | 46k | $1.1M | 22% | Jun 2026 |
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| FOCUS Wealth Advisors | 44k | $1.1M | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 41k | $1.0M | -4% | Jun 2026 |
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| HPM Partners | 40k | $987k | 100% | Jun 2026 |
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| Global Retirement Partners | 39k | $966k | 100% | Jun 2026 |
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| Prospera Financial Services | 39k | $948k | 3% | Jun 2026 |
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| Resources Investment Advisors | 39k | $947k | 22% | Jun 2026 |
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| Atlas Legacy Advisors | 38k | $929k | 1% | Jun 2026 |
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| Quantinno Capital Management | 38k | $924k | 7% | Jun 2026 |
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| Susquehanna International | 35k | $863k | -22% | Jun 2026 |
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| YCMNET Advisors | 35k | $856k | 3% | Jun 2026 |
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| Impact Investors | 33k | $816k | -27% | Jun 2026 |
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| C.M. Bidwell & Associates | 33k | $810k | 0% | Jun 2026 |
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| Mattern Capital Management | 31k | $766k | 1% | Jun 2026 |
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| Williams & Novak | 30k | $733k | 0% | Jun 2026 |
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| Betterment | 30k | $732k | 111% | Jun 2026 |
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| Omega Financial Group | 27k | $651k | 2% | Jun 2026 |
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| Dimension Capital Management Partners | 26k | $643k | 0% | Jun 2026 |
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| Equitable Holdings | 26k | $637k | 12% | Jun 2026 |
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| Advisor Group Holdings | 26k | $630k | 12% | Jun 2026 |
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| Honkamp Krueger Financial Services | 26k | $625k | 0% | Jun 2026 |
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| Axxcess Wealth Management | 25k | $612k | 100% | Jun 2026 |
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| Mml Investors Services | 24k | $595k | 21% | Jun 2026 |
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| Journey Strategic Wealth | 23k | $560k | 2% | Mar 2026 |
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| NWF Advisory Services | 23k | $567k | 0% | Jun 2026 |
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| Mariner Wealth Advisors | 23k | $564k | -84% | Jun 2026 |
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| Fisher Investments | 23k | $551k | -3% | Jun 2026 |
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| Creative Planning | 21k | $506k | -19% | Jun 2026 |
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| CLS Investments | 20k | $496k | 0% | Jun 2026 |
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| Savvy Advisors | 20k | $493k | 48% | Jun 2026 |
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| BCS Private Wealth Management | 20k | $490k | 0% | Jun 2026 |
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| Sweeney & Michel | 20k | $483k | 0% | Jun 2026 |
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| Warren Street Wealth Advisors | 19k | $475k | -1% | Jun 2026 |
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| Nautilus Advisors | 19k | $470k | -4% | Jun 2026 |
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| Seeds Investor | 19k | $463k | 100% | Jun 2026 |
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| Royal Bank of Canada | 18k | $448k | 17% | Jun 2026 |
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| Stifel Financial | 18k | $443k | 59% | Jun 2026 |
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| Apella Capital | 15k | $365k | 0% | Jun 2026 |
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| Kingswood Wealth Advisors | 15k | $361k | 100% | Jun 2026 |
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| Waddell & Associates | 14k | $346k | 0% | Jun 2026 |
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| Assetmark | 14k | $344k | 0% | Jun 2026 |
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| Wedbush Morgan Securities | 14k | $332k | 45% | Jun 2026 |
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| WealthPlan Investment Management | 13k | $323k | 0% | Jun 2026 |
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| Fort Point Capital Partners | 13k | $320k | 100% | Jun 2026 |
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| Twin Peaks Wealth Advisors | 13k | $315k | 27% | Jun 2026 |
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| Climber Capital SA | 13k | $309k | 0% | Jun 2026 |
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| Tme Financial | 12k | $302k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 12k | $286k | 0% | Jun 2026 |
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| Werba Rubin Papier Wealth Management | 11k | $280k | 100% | Jun 2026 |
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| Laurel Wealth Planning | 11k | $276k | -3% | Jun 2026 |
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| Cresset Asset Management | 11k | $264k | 100% | Jun 2026 |
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| Concurrent Investment Advisors | 10k | $255k | 0% | Jun 2026 |
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| Foronjy Financial | 10k | $251k | 5% | Jun 2026 |
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| Hill Island Financial | 10k | $251k | -49% | Jun 2026 |
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| Rossby Financial, LCC | 9.9k | $243k | 0% | Jun 2026 |
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| FF Advisors | 9.8k | $241k | 100% | Jun 2026 |
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| CI Private Wealth | 9.7k | $239k | 100% | Jun 2026 |
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| Action Point Financial Planning | 9.6k | $236k | 2% | Jun 2026 |
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| Monograph Wealth Advisors | 9.2k | $227k | 100% | Jun 2026 |
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| CIBC Bancorp USA | 9.2k | $226k | 0% | Jun 2026 |
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| NorthRock Partners | 9.0k | $221k | -25% | Jun 2026 |
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| Parkshore Wealth Management | 8.9k | $218k | 1% | Jun 2026 |
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| Private Client Services | 8.7k | $212k | 1% | Jun 2026 |
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| Rockefeller Capital Management | 8.5k | $208k | 1% | Jun 2026 |
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| Greykasell Wealth Strategies | 8.4k | $206k | -51% | Jun 2026 |
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| Creative Financial Designs | 6.0k | $147k | 100% | Jun 2026 |
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| Dynamic Wealth Strategies | 5.1k | $126k | 6% | Jun 2026 |
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| Main Management | 4.4k | $109k | -1% | Jun 2026 |
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| Summit Investment Advisors | 3.8k | $93k | 1% | Jun 2026 |
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| Bartlett & Co. Wealth Management | 3.7k | $92k | 0% | Jun 2026 |
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| Zrc Wealth Management | 3.1k | $77k | 1% | Jun 2026 |
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| Larson Financial Group | 2.7k | $65k | 0% | Jun 2026 |
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| Ameriflex Group | 2.1k | $53k | 1% | Jun 2026 |
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| Peterson Wealth Management | 1.5k | $38k | 100% | Jun 2026 |
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| Simplex Trading | 1.5k | $36k | -9% | Jun 2026 |
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| EverSource Wealth Advisors | 1.3k | $32k | 1% | Jun 2026 |
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| Aptus Capital Advisors | 798.00 | $20k | 4594% | Jun 2026 |
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| Abound Financial | 754.00 | $19k | 0% | Jun 2026 |
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| Golden State Wealth Management | 543.00 | $13k | 0% | Jun 2026 |
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| SRS Capital Advisors | 528.00 | $13k | 100% | Jun 2026 |
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| Versant Capital Management | 370.00 | $9.1k | 0% | Jun 2026 |
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| Qube Research & Technologies | 348.00 | $8.5k | 100% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 284.00 | $7.0k | 100% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 267.00 | $6.5k | -91% | Jun 2026 |
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| Bank Of Montreal | 254.00 | $6.1k | 100% | Mar 2026 |
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| AE Wealth Management | 206.00 | $5.0k | 0% | Jun 2026 |
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| Caldwell Sutter Capital | 100.00 | $2.5k | 0% | Jun 2026 |
|
| O'shaughnessy Asset Management | 28.00 | $686.000000 | -88% | Jun 2026 |
|
| Smartleaf Asset Management | 1.00 | $25.000000 | 0% | Jun 2026 |
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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 |
|---|---|---|---|
| Beacon Pointe Advisors | Mar 2026 | 155k | $3.7M |
| Hanson McClain Advisors | Mar 2026 | 87k | $2.1M |
| Allegiance Financial Group Advisory Services | Mar 2026 | 26k | $618k |
| Flow Traders US | Mar 2026 | 24k | $563k |
| Vise Technologies | Mar 2026 | 14k | $330k |
| Clifford Swan Investment Counsel | Mar 2026 | 11k | $264k |
| Ameritas Advisory Services | Mar 2026 | 11k | $257k |
| Gateway Wealth Partners | Mar 2026 | 10k | $239k |
| Stratos Wealth Partners | Mar 2026 | 9.4k | $224k |
| IHT Wealth Management | Mar 2026 | 9.0k | $216k |
| Old Mission Capital | Mar 2026 | 8.9k | $213k |
| Root Financial Partners | Mar 2026 | 4.4k | $106k |
| Align Financial | Mar 2026 | 2.9k | $70k |
| Parallel Advisors | Mar 2026 | 40.00 | $955.000000 |