Aspiriant »

Invesco Exchng Traded Fd Tr calif amt mun shares owned by Aspiriant

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr calif amt mun (PWZ) shares owned by Aspiriant from 13F filings

Historical chart of Aspiriant investment in Invesco Exchng Traded Fd Tr calif amt mun

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr calif amt mun held by Aspiriant consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exchng Traded Fd Tr calif amt mun by Aspiriant

Quarter filed Position value Share count Share price at filing
2026-09-30 $226k 10k 22.31

More positions owned by Aspiriant

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Index Fds MRNGSTR SML CP V (VBR)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Etf (IWB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds MRNGSTR TTL STK (VTI)

View all positions for Aspiriant

Top funds holding Invesco Exchng Traded Fd Tr calif amt mun

Wealthfront Advisers
Mercer Global Advisors
Gerber Kawasaki Wealth & Investment Management
Miracle Mile Advisors
Syon Capital
Bank of America Corporation
Guggenheim Capital, LLC Managers
EP Wealth Advisors
LPL Financial
First Foundation Advisors
Shared Vision Wealth Group
Farther Finance Advisors
Jpmorgan Chase & Co
Pure Financial Advisors
Wells Fargo & Company

View all funds holding Invesco Exchng Traded Fd Tr calif amt mun