Free Trial

Invesco California AMT-Free Municipal Bond ETF (PWZ) Institutional Ownership

Invesco California AMT-Free Municipal Bond ETF logo
$24.55 +0.03 (+0.12%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$117.15M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$367.53M
Get PWZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco California AMT-Free Municipal Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PWZ Institutional Buying and Selling by Quarter

Invesco California AMT-Free Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Destination Wealth Management26,118$655K0.0%+2.0%0.076%
11/15/2024 Orion Portfolio Solutions LLC98,022$2.46M0.1%-7.6%0.285%
11/15/2024 EP Wealth Advisors LLC773,395$19.40M0.2%+1.7%2.245%
11/15/2024 Jane Street Group LLC31,061$779K0.0%-66.6%0.090%
11/15/2024 Stifel Financial Corp17,388$436K0.0%-7.5%0.050%
11/15/2024 HighTower Advisors LLC38,129$959K0.0%+1.3%0.111%
11/13/2024 Townsquare Capital LLC18,931$475K0.0%N/A0.055%
11/13/2024 FMR LLC273,479$6.86M0.0%-1.0%0.794%
11/12/2024Larson Financial Group LLC2,650$66K0.0%+60.6%0.008%
11/12/2024 Cerity Partners LLC25,082$629K0.0%-53.1%0.073%
11/12/2024 Charles Schwab Investment Management Inc.13,027$327K0.0%-99.9%0.038%
11/6/2024 OneDigital Investment Advisors LLC104,225$2.61M0.0%-6.8%0.303%
11/4/2024 Axxcess Wealth Management LLC9,700$243K0.0%-17.1%0.028%
10/25/2024 SteelPeak Wealth LLC116,748$2.93M0.1%-2.2%0.339%
10/25/2024 Lodestar Private Asset Management LLC58,137$1.46M0.2%-10.5%0.169%
10/24/2024 Bristlecone Advisors LLC3,100$78K0.0%N/A0.009%
10/24/2024 Mattern Capital Management LLC24,763$621K0.1%+2.2%0.072%
10/23/2024 Allworth Financial LP217,234$5.45M0.0%+1.5%0.631%
10/23/2024 Hennion & Walsh Asset Management Inc.21,208$532K0.0%+17.4%0.062%
10/23/2024 SimpliFi Inc.60,706$1.52M0.7%+0.9%0.176%
10/21/2024 Sweeney & Michel LLC22,000$552K0.2%+22.2%0.064%
10/19/2024Werba Rubin Papier Wealth Management9,793$246K0.1%-54.7%0.028%
10/18/2024Warren Street Wealth Advisors LLC21,609$542K0.2%N/A0.063%
10/17/2024Stratos Wealth Partners LTD.1,411,558$35.40M0.5%+2.0%4.097%
10/16/2024 Global Retirement Partners LLC21,119$530K0.0%+2.4%0.061%
10/8/2024 Atomi Financial Group Inc.8,054$202K0.0%N/A0.023%
10/8/2024 Williams & Novak LLC62,000$1.56M1.5%-6.3%0.180%
10/8/2024 Omega Financial Group LLC22,655$568K0.2%-11.4%0.066%
10/8/2024 Affinity Capital Advisors LLC223,857$5.61M1.1%N/A0.650%
10/7/2024 Miracle Mile Advisors LLC2,270,757$56.95M1.3%+7.4%6.591%
10/7/2024 GAMMA Investing LLC10,709$269K0.0%N/A0.031%
9/5/2024 Sanctuary Advisors LLC24,210$591K0.0%N/A0.070%
8/19/2024 EP Wealth Advisors LLC760,405$18.76M0.2%-0.1%2.207%
8/13/2024 Kayne Anderson Rudnick Investment Management LLC3,587$89K0.0%N/A0.010%
8/8/2024 Envestnet Asset Management Inc.834,585$20.59M0.0%+30.3%2.423%
8/6/2024 First Foundation Advisors1,558,333$38.44M1.5%-7.4%4.523%
8/6/2024Werba Rubin Papier Wealth Management21,637$534K0.1%N/A0.063%
8/2/2024 Mattern Capital Management LLC24,231$598K0.1%+4.4%0.070%
8/2/2024Larson Financial Group LLC1,650$41K0.0%N/A0.005%
7/31/2024Commonwealth Equity Services LLC41,663$1.03M0.0%+77.1%0.121%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
7/30/2024 Lodestar Private Asset Management LLC64,963$1.60M0.2%+4.9%0.189%
7/25/2024 SimpliFi Inc.60,187$1.49M0.7%+2.1%0.175%
7/25/2024 Destination Wealth Management25,618$632K0.0%+69.3%0.074%
7/24/2024 Boyd Wealth Management LLC197,318$4.87M2.7%N/A0.573%
7/20/2024 Hennion & Walsh Asset Management Inc.18,072$446K0.0%+57.6%0.052%
7/18/2024 Pure Financial Advisors LLC57,223$1.41M0.0%-25.1%0.166%
7/18/2024 Miracle Mile Advisors LLC2,114,241$52.16M1.3%+32.6%6.137%
7/17/2024 SteelPeak Wealth LLC119,362$2.95M0.1%-12.9%0.346%
7/15/2024 Dynamic Advisor Solutions LLC66,297$1.64M0.1%-5.3%0.192%
7/12/2024 Williams & Novak LLC66,200$1.63M1.5%+38.5%0.192%
7/12/2024 Diversify Advisory Services LLC27,703$688K0.0%N/A0.080%
7/12/2024 Omega Financial Group LLC25,562$631K0.3%+4.8%0.074%
5/17/2024 Comerica Bank6,668$166K0.0%+63.7%0.019%
5/16/2024 Sweeney & Michel LLC18,000$446K0.2%N/A0.052%
5/14/2024 Axxcess Wealth Management LLC24,440$608K0.0%N/A0.071%
5/14/2024 EP Wealth Advisors LLC761,344$18.94M0.2%-4.3%2.210%
5/14/2024 Mattern Capital Management LLC23,202$577K0.1%+2.0%0.067%
5/10/2024 First Foundation Advisors1,682,055$41.83M1.7%+38.8%4.883%
5/9/2024 Orion Portfolio Solutions LLC106,065$2.64M0.0%-13.5%0.308%
5/9/2024 Charles Schwab Investment Advisory Inc.9,504,808$236.39M0.3%-3.2%27.590%
4/30/2024Commonwealth Equity Services LLC23,528$585K0.0%+30.9%0.068%
4/25/2024 Lodestar Private Asset Management LLC61,901$1.54M0.2%+2.0%0.182%
4/23/2024 Global Retirement Partners LLC18,600$463K0.0%+5.7%0.055%
4/23/2024 Strategic Blueprint LLC8,432$210K0.0%N/A0.025%
4/18/2024 Miracle Mile Advisors LLC1,594,403$39.65M1.0%+89.1%4.696%
4/18/2024 Omega Financial Group LLC24,382$606K0.2%-29.1%0.072%
4/18/2024 SteelPeak Wealth LLC136,967$3.41M0.2%+57.9%0.403%
4/17/2024 Hennion & Walsh Asset Management Inc.11,466$285K0.0%N/A0.034%
4/15/2024 Wealthcare Advisory Partners LLC17,668$439K0.0%+16.0%0.052%
4/13/2024 Affinity Capital Advisors LLC172,398$4.29M1.0%+1.3%0.508%
4/12/2024 Dynamic Advisor Solutions LLC70,000$1.74M0.1%+16.7%0.206%
4/12/2024 McNaughton Wealth Management LLC71,735$1.78M1.0%+4.3%0.211%
4/12/2024 Southland Equity Partners LLC9,950$247K0.1%N/A0.029%
4/11/2024 FOCUS Wealth Advisors LLC35,039$871K0.5%+77.8%0.140%
3/19/2024Warren Street Wealth Advisors LLC23,871$596K0.3%-9.7%0.096%
2/28/2024 EP Wealth Advisors LLC795,605$19.87M0.3%N/A3.189%
2/9/2024 Orion Portfolio Solutions LLC122,579$3.07M0.0%+10.8%0.491%
2/9/2024 Avantax Planning Partners Inc.26,746$668K0.0%+117.6%0.107%
2/9/2024 Tidemark LLC1,148$29K0.0%N/A0.005%
2/9/2024 Journey Strategic Wealth LLC67,296$1.68M0.1%N/A0.270%
2/9/2024 Wells Fargo & Company MN713,770$17.83M0.0%+116.4%2.861%
2/9/2024 Laurel Wealth Planning LLC10,224$255K0.2%+14.3%0.041%
2/6/2024 Charles Schwab Investment Advisory Inc.9,818,357$245.26M0.4%-28.2%39.352%
2/6/2024 Wealthcare Advisory Partners LLC15,225$380K0.0%+5.5%0.061%
2/6/2024 Avidian Wealth Solutions LLC8,113$203K0.0%N/A0.033%
1/31/2024 Boyd Wealth Management LLC15,895$397K0.2%-93.4%0.064%
1/29/2024 Lodestar Private Asset Management LLC60,673$1.52M0.2%+27.3%0.243%
1/26/2024 Cerity Partners LLC30,112$752K0.0%N/A0.121%
1/26/2024 Williams & Novak LLC47,800$1.19M1.4%N/A0.192%
1/24/2024 Allworth Financial LP190,965$4.77M0.0%+115.0%0.765%
70%, 80%, 90% Win Rates? Grab Your Free Cheatsheets Today! (Ad)

Would you like to know the historic win rate of every trade you take before you place it? Well, it’s all possible with these FIVE Candlestick Pattern Cheatsheets.

>> You can grab your FREE, laminated copies right here << 
1/24/2024 SteelPeak Wealth LLC86,726$2.17M0.1%-41.4%0.348%
1/22/2024 Spinnaker Investment Group LLC13,472$337K0.1%N/A0.054%
1/22/2024 Miracle Mile Advisors LLC843,135$21.06M0.6%+18.8%3.379%
1/18/2024 Global Retirement Partners LLC17,596$442K0.0%-16.4%0.071%
1/16/2024 Myecfo LLC8,400$210K0.1%N/A0.034%
1/16/2024Raymond James Financial Services Advisors Inc.16,872$421K0.0%+12.9%0.068%
1/16/2024Wealthsource Partners LLC117,259$2.93M0.2%-28.6%0.470%
1/11/2024 Affinity Capital Advisors LLC170,226$4.25M1.0%+11.6%0.682%
1/11/2024 FOCUS Wealth Advisors LLC19,704$492K0.3%-7.1%0.079%
1/11/2024 Dynamic Advisor Solutions LLC59,998$1.50M0.1%+482.8%0.240%
(Data available from 1/1/2016 forward)

PWZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PWZ shares?

During the previous two years, 89 institutional investors and hedge funds held shares of Invesco California AMT-Free Municipal Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($236.39M), Miracle Mile Advisors LLC ($56.95M), First Foundation Advisors ($38.44M), Stratos Wealth Partners LTD. ($35.40M), Envestnet Asset Management Inc. ($20.59M), EP Wealth Advisors LLC ($19.40M), and Wells Fargo & Company MN ($17.83M).Learn more on PWZ's institutional investors.

Which institutional investors have been buying Invesco California AMT-Free Municipal Bond ETF stock?

Of the 81 institutional investors that purchased Invesco California AMT-Free Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Advisory Inc. ($4.71M), Miracle Mile Advisors LLC ($2.28M), First Foundation Advisors ($1.63M), EP Wealth Advisors LLC ($808.60K), Boyd Wealth Management LLC ($439.93K), Affinity Capital Advisors LLC ($396.26K), and Wells Fargo & Company MN ($383.99K).

How much institutional buying is happening at Invesco California AMT-Free Municipal Bond ETF?

Institutional investors have bought a total of 13,452,632 shares in the last 24 months. This purchase volume represents approximately $324.57M in transactions.

Which Invesco California AMT-Free Municipal Bond ETF major shareholders have been selling company stock?

Of the 38 institutional investors that sold Invesco California AMT-Free Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($9.73M), Charles Schwab Investment Advisory Inc. ($6.83M), Gerber Kawasaki Wealth & Investment Management ($274.64K), Boyd Wealth Management LLC ($226.72K), First Foundation Advisors ($123.72K), Orion Portfolio Solutions LLC ($122.82K), and SteelPeak Wealth LLC ($97.70K).

How much institutional selling is happening at Invesco California AMT-Free Municipal Bond ETF?

Institutional investors have sold a total of 17,889,916 shares in the last 24 months. This volume of shares sold represents approximately $445.05M in transactions.



This page (NYSEARCA:PWZ) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners