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 | 17M | $416M | -6% | Mar 2026 |
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| Mercer Global Advisors | 2.9M | $70M | 5% | Mar 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 | $30M | 4% | Mar 2026 |
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| Syon Capital | 1.2M | $29M | -6% | Mar 2026 |
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| Bank of America Corporation | 1.1M | $25M | 100% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 857k | $21M | 31% | Mar 2026 |
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| EP Wealth Advisors | 752k | $18M | 2% | Mar 2026 |
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| LPL Financial | 634k | $15M | 6% | Mar 2026 |
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| Morgan Stanley | 588k | $14M | 7% | Mar 2026 |
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| First Foundation Advisors | 379k | $9.1M | 15% | Mar 2026 |
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| Pure Financial Advisors | 272k | $6.5M | -7% | Mar 2026 |
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| Wells Fargo & Company | 234k | $5.6M | 7% | Mar 2026 |
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| Robertson Stephens Wealth Management | 199k | $4.7M | 280% | Mar 2026 |
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| First American Trust | 177k | $4.2M | -33% | Mar 2026 |
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| Elmwood Wealth Management | 142k | $3.4M | 10% | Mar 2026 |
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| Mariner Wealth Advisors | 141k | $3.4M | -14% | Mar 2026 |
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| Chatterton & Associates | 132k | $3.2M | 100% | Mar 2026 |
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| HighTower Advisors | 124k | $3.0M | 52% | Mar 2026 |
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| Keybank National Association | 123k | $2.9M | 15% | Mar 2026 |
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| Integrated Wealth Concepts | 100k | $2.4M | 164% | Mar 2026 |
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| FMR | 93k | $2.2M | 47% | Dec 2025 |
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| Jane Street | 87k | $2.1M | -61% | Mar 2026 |
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| SimpliFi | 86k | $2.1M | 4% | Mar 2026 |
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| Steel Peak Wealth Management | 86k | $2.0M | -1% | Mar 2026 |
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| UBS Group | 83k | $2.0M | -3% | Mar 2026 |
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| Farther Finance Advisors | 79k | $1.9M | 1% | Mar 2026 |
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| Lodestar Private Asset Management | 78k | $1.9M | 12% | Mar 2026 |
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| Navigation Group | 77k | $1.8M | 100% | Mar 2026 |
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| Jones Financial Companies, L.L | 77k | $1.9M | 53% | Dec 2025 |
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| Northern Trust | 73k | $1.8M | -16% | Dec 2025 |
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| McNaughton Wealth Management | 70k | $1.7M | -8% | Mar 2026 |
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| Raymond James Financial | 65k | $1.6M | 220% | Dec 2025 |
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| Ameriprise Financial | 65k | $1.5M | -6% | Mar 2026 |
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| Atomi Financial Group | 61k | $1.5M | 0% | Dec 2025 |
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| Commonwealth Equity Services | 60k | $1.4M | 5% | Mar 2026 |
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| Susquehanna International | 46k | $1.1M | 74% | Dec 2025 |
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| Impact Investors | 45k | $1.1M | 1% | Mar 2026 |
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| FOCUS Wealth Advisors | 43k | $1.0M | -2% | Mar 2026 |
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| Cambridge Investment Research Advisors | 43k | $1.0M | -13% | Mar 2026 |
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| Affinity Capital Advisors | 42k | $995k | 0% | Mar 2026 |
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| Prospera Financial Services | 38k | $899k | -9% | Mar 2026 |
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| Atlas Legacy Advisors | 38k | $894k | 0% | Mar 2026 |
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| Cetera Investment Advisers | 37k | $891k | -4% | Mar 2026 |
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| Envestnet Asset Management | 35k | $843k | 13% | Mar 2026 |
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| Shared Vision Wealth Group | 35k | $843k | 0% | Mar 2026 |
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| Quantinno Capital Management | 35k | $837k | -8% | Mar 2026 |
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| YCMNET Advisors | 34k | $807k | 12% | Mar 2026 |
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| Resources Investment Advisors | 32k | $754k | 29% | Mar 2026 |
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| Mattern Capital Management | 31k | $740k | -6% | Mar 2026 |
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| C.M. Bidwell & Associates | 31k | $737k | 19% | Dec 2025 |
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| Williams & Novak | 30k | $717k | -15% | Mar 2026 |
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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 | $619k | 1% | Mar 2026 |
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| Allegiance Financial Group Advisory Services | 26k | $618k | 100% | Mar 2026 |
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| Honkamp Krueger Financial Services | 26k | $609k | 72% | Mar 2026 |
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| Creative Planning | 25k | $607k | 0% | Mar 2026 |
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| Flow Traders US | 24k | $563k | -26% | Mar 2026 |
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| Journey Strategic Wealth | 23k | $560k | 2% | Mar 2026 |
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| Equitable Holdings | 23k | $562k | 10% | Mar 2026 |
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| NWF Advisory Services | 23k | $553k | 0% | Mar 2026 |
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| Fisher Investments | 23k | $552k | 5% | Mar 2026 |
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| CLS Investments | 20k | $483k | 0% | Mar 2026 |
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| HPM Partners | 20k | $481k | -46% | Mar 2026 |
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| Hill Island Financial | 20k | $478k | 0% | Mar 2026 |
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| Mml Investors Services | 20k | $478k | -3% | Mar 2026 |
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| Sweeney & Michel | 20k | $485k | 0% | Mar 2026 |
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| BCS Private Wealth Management | 20k | $477k | 0% | Mar 2026 |
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| Nautilus Advisors | 20k | $476k | -5% | Mar 2026 |
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| Warren Street Wealth Advisors | 20k | $467k | -1% | Mar 2026 |
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| Greykasell Wealth Strategies | 17k | $409k | 0% | Mar 2026 |
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| Royal Bank of Canada | 16k | $371k | 7% | Mar 2026 |
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| Apella Capital | 15k | $363k | 0% | Mar 2026 |
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| Betterment | 14k | $343k | 100% | Dec 2025 |
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| Waddell & Associates | 14k | $337k | 0% | Mar 2026 |
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| Assetmark | 14k | $336k | 0% | Mar 2026 |
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| Vise Technologies | 14k | $330k | 0% | Mar 2026 |
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| Savvy Advisors | 14k | $324k | -11% | Mar 2026 |
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| WealthPlan Investment Management | 13k | $315k | -25% | Mar 2026 |
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| Climber Capital SA | 13k | $301k | -23% | Mar 2026 |
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| Tme Financial | 12k | $293k | 10% | Mar 2026 |
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| NorthRock Partners | 12k | $287k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 12k | $278k | 14% | Mar 2026 |
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| Laurel Wealth Planning | 12k | $277k | 0% | Mar 2026 |
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| Stifel Financial | 11k | $272k | 100% | Mar 2026 |
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| Clifford Swan Investment Counsel | 11k | $264k | 0% | Mar 2026 |
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| Ameritas Advisory Services | 11k | $257k | 100% | Mar 2026 |
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| Concurrent Investment Advisors | 10k | $248k | 0% | Mar 2026 |
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| Twin Peaks Wealth Advisors | 10k | $241k | 0% | Mar 2026 |
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| Gateway Wealth Partners | 10k | $239k | 100% | Mar 2026 |
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| Rossby Financial, LCC | 9.9k | $237k | 0% | Mar 2026 |
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| Foronjy Financial | 9.8k | $234k | -1% | Mar 2026 |
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| Stratos Wealth Partners | 9.4k | $224k | -99% | Mar 2026 |
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| Action Point Financial Planning | 9.4k | $224k | 100% | Mar 2026 |
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| Wedbush Morgan Securities | 9.4k | $223k | 100% | Mar 2026 |
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| CIBC Bancorp USA | 9.2k | $221k | 100% | Mar 2026 |
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| Parkshore Wealth Management | 8.8k | $210k | -22% | Mar 2026 |
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| Private Client Services | 8.6k | $205k | 1% | Mar 2026 |
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| Rockefeller Capital Management | 8.4k | $201k | 0% | Mar 2026 |
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| Tower Research Capital | 6.7k | $163k | 100% | Dec 2025 |
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| Dynamic Wealth Strategies | 4.8k | $116k | -16% | Mar 2026 |
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| Main Management | 4.6k | $112k | -1% | Dec 2025 |
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| Root Financial Partners | 4.4k | $106k | -57% | Mar 2026 |
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| Summit Investment Advisors | 3.8k | $90k | 14% | Mar 2026 |
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| Bartlett & Co. Wealth Management | 3.7k | $91k | 0% | Mar 2026 |
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| Zrc Wealth Management | 3.1k | $74k | 1% | Mar 2026 |
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| Creative Financial Designs | 3.0k | $72k | 0% | Mar 2026 |
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| Align Financial | 2.9k | $70k | 100% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 2.8k | $67k | 953% | Mar 2026 |
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| Larson Financial Group | 2.7k | $64k | 0% | Dec 2025 |
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| Ameriflex Group | 2.1k | $51k | -30% | Dec 2025 |
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| EverSource Wealth Advisors | 1.3k | $30k | 1% | Mar 2026 |
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| Abound Financial | 754.00 | $18k | 0% | Mar 2026 |
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| Golden State Wealth Management | 543.00 | $13k | -65% | Mar 2026 |
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| Versant Capital Management | 370.00 | $8.8k | 0% | Mar 2026 |
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| Brian McDonald | 300.00 | $7.2k | -96% | Dec 2025 |
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| Bank Of Montreal | 254.00 | $6.1k | 100% | Mar 2026 |
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| O'shaughnessy Asset Management | 224.00 | $5.3k | -62% | Mar 2026 |
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| AE Wealth Management | 206.00 | $4.9k | 0% | Mar 2026 |
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| Caldwell Sutter Capital | 100.00 | $2.4k | 100% | Mar 2026 |
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| Parallel Advisors | 40.00 | $955.000000 | 0% | Mar 2026 |
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| Aptus Capital Advisors | 17.00 | $406.000800 | 100% | Mar 2026 |
|
| Smartleaf Asset Management | 1.00 | $24.000000 | 0% | Mar 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 |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 232k | $5.6M |
| Renaissance Technologies | Sep 2025 | 132k | $3.2M |
| Hennion & Walsh Asset Management | Dec 2025 | 100k | $2.4M |
| Hanson McClain Advisors | Sep 2025 | 96k | $2.3M |
| Intl Fcstone | Dec 2025 | 72k | $1.7M |
| Elequin Capital | Dec 2025 | 61k | $1.5M |
| Goldman Sachs Group | Dec 2025 | 45k | $1.1M |
| Citadel Advisors | Dec 2025 | 41k | $998k |
| FF Advisors | Dec 2025 | 26k | $628k |
| Axxcess Wealth Management | Dec 2025 | 25k | $592k |
| Wedmont Private Capital | Dec 2025 | 21k | $502k |
| Catalytic Wealth RIA | Sep 2025 | 12k | $276k |
| GAMMA Investing | Dec 2025 | 9.6k | $233k |
| Blue Zone Wealth Advisors | Dec 2025 | 9.5k | $229k |
| Hrt Financial | Dec 2025 | 8.8k | $211k |
| Eclectic Associates | Dec 2025 | 8.4k | $203k |
| Global Retirement Partners | Sep 2025 | 7.7k | $185k |
| Us Bancorp | Sep 2025 | 2.1k | $49k |
| Navalign | Dec 2025 | 1.1k | $27k |
| AlphaCore Capital | Dec 2025 | 398.00 | $9.6k |