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Invesco Exchng Traded Fd Tr calif amt mun shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $453k 19k 23.92
2025-06-30 $560k 24k 23.34

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View all positions for WealthPlan Investment Management

Top funds holding Invesco Exchng Traded Fd Tr calif amt mun

Wealthfront Advisers
Mercer Global Advisors
Gerber Kawasaki Wealth & Investment Management
Miracle Mile Advisors
Stratos Wealth Partners
Syon Capital
EP Wealth Advisors
Morgan Stanley
LPL Financial
First Foundation Advisors
Goldman Sachs Group
Guggenheim Capital, LLC Managers
Jane Street
Pure Financial Advisors
First American Trust

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