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Invesco Exchng Traded Fd Tr calif amt mun shares owned by Atlas Legacy Advisors

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

Historical chart of Atlas Legacy Advisors investment in Invesco Exchng Traded Fd Tr calif amt mun

Dec 292024Jan 122025Jan 26Feb 9Feb 23Mar 9Mar 2310.7M10.8M10.9M11M11.1M445k446k447k448k449k
Value ($)Share countHistorical PWZ position of Atlas Legacy Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr calif amt mun by Atlas Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $11M 445k 23.94
2024-12-31 $11M 449k 24.70

More positions owned by Atlas Legacy Advisors

Ishares Tr U.s. Tech Etf (IYW)
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Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Vanguard World Health Car Etf (VHT)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)

View all positions for Atlas Legacy Advisors

Top funds holding Invesco Exchng Traded Fd Tr calif amt mun

Miracle Mile Advisors
Stratos Wealth Partners
Mercer Global Advisors
Envestnet Asset Management
Bank of America Corporation
Gerber Kawasaki Wealth & Investment Management
First Foundation Advisors
Syon Capital
EP Wealth Advisors
LPL Financial
Morgan Stanley
Atlas Legacy Advisors
Jpmorgan Chase & Co
Ameriprise Financial
Wells Fargo & Company

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