Invesco California Amt-FreePWZETF
13F holders, Q2 2026 (June 30)130holders +3
18new positions
15sold out
2famous investors
$24.51avg. 13F price*
At the end of Q2 2026, 130 institutions reported holding Invesco California Amt-Free (PWZ) in their 13F filings, up 3 from Q1 2026. 18 opened new positions and 15 sold out. The largest holders were Wealthfront Advisers LLC ($428.5M), Mercer Global Advisors Inc. ($85.3M) and Gerber Kawasaki Wealth & Investment Management ($51.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Invesco California Amt-Free
- CUSIP
- 46138E206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $9.6M |
| Exits | 15 | $8.9M |
All 13F filers, Q1 2026 → Q2 2026: 2,370,999 shares bought and 667,178 shares sold, net +1,703,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 130 holders
| Wealthfront Advisers LLC | 0.82% | Add +0.4% | 17,483,077 | $428.5M |
| Mercer Global Advisors Inc. | 0.11% | Add +18.3% | 3,478,440 | $85.3M |
| Gerber Kawasaki Wealth & Investment Management | 1.37% | Add +9.4% | 2,093,022 | $51.3M |
| Composition Wealth, LLC | 0.36% | Add +0.5% | 1,244,215 | $30.5M |
| Syon Capital LLC | 1.32% | Add +2.2% | 1,231,692 | $30.2M |
| Bank of America Corp. | 0.00% | Add +15.4% | 1,215,616 | $29.8M |
| Guggenheim Capital LLC | 0.16% | Add +19.9% | 1,027,646 | $25.2M |
| EP Wealth Advisors, LLC | 0.07% | Add +4.9% | 788,637 | $19.3M |
| LPL Financial LLC | 0.00% | Add +7.8% | 682,964 | $16.7M |
| Morgan Stanley | 0.00% | Add +6.4% | 625,770 | $15.3M |
| First Foundation Advisors | 0.33% | Add +0.1% | 379,879 | $9.3M |
| Shared Vision Wealth Group LLC | 2.62% | Add +780.5% | 310,889 | $7.6M |
| JPMorgan Chase & Co. | 0.00% | Add +35.6% | 297,671 | $7.3M |
| Pure Financial Advisors, LLC | 0.09% | Add +4.9% | 284,900 | $7.0M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Add +19.8% | 238,198 | $5.8M |
| Wells Fargo & Company | 0.00% | Reduce -21.7% | 183,517 | $4.5M |
| First American Trust, FSB | 0.25% | Reduce -4.3% | 169,374 | $4.2M |
| HighTower Advisors, LLC | 0.00% | Add +17.7% | 145,793 | $3.6M |
| Chatterton & Associates Inc. | 2.08% | Add +9.4% | 144,898 | $3.5M |
| Elmwood Wealth Management, Inc. | 0.86% | Reduce -0.6% | 141,077 | $3.5M |
| Keybank National Association | 0.01% | Add +8.3% | 133,243 | $3.3M |
| Affinity Capital Advisors, LLC | 0.37% | Add +195.9% | 123,281 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Add +2.7% | 123,367 | $3.0M |
| FMR LLC | 0.00% | Add +19.5% | 110,870 | $2.7M |
| Farther Finance Advisors, LLC | 0.02% | Add +28.0% | 100,617 | $2.5M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -3.6% | 96,135 | $2.4M |
| Lodestar Private Asset Management LLC | 0.19% | Add +14.8% | 89,454 | $2.2M |
| SimpliFi, Inc. | 0.83% | Reduce -0.5% | 85,725 | $2.1M |
| UBS Group AG | 0.00% | Add +0.3% | 83,031 | $2.0M |
| Navigation Group, LLC | 0.37% | No change | 77,030 | $1.9M |
| SteelPeak Wealth, LLC | 0.05% | Reduce -13.0% | 74,450 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -16.0% | 72,803 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +2.5% | 71,630 | $1.8M |
| McNaughton Wealth Management, LLC | 0.55% | Reduce -9.4% | 63,304 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.5% | 63,111 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 61,770 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.8% | 60,941 | $1.5M |
| Citadel Advisors | 0.00% | New | 58,069 | $1.4M |
| Elequin Capital, LP | 0.21% | New | 50,028 | $1.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | New | 48,510 | $1.2M |
| Private Advisor Group, LLC | 0.01% | New | 47,308 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +31.2% | 46,329 | $1.1M |
| Compound Planning, Inc. | 0.03% | Reduce -34.5% | 45,611 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +22.0% | 45,549 | $1.1M |
| FOCUS Wealth Advisors, LLC | 0.49% | Add +0.2% | 43,481 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.1% | 40,960 | $1.0M |
| Cerity Partners LLC | 0.00% | Add +100.0% | 40,278 | $987K |
| Global Retirement Partners, LLC | 0.01% | — | 39,422 | $966K |
| Prospera Financial Services Inc | 0.01% | Add +2.8% | 38,693 | $948K |
| OneDigital Investment Advisors LLC | 0.01% | Add +22.4% | 38,626 | $947K |
| Atlas Legacy Advisors, LLC | 0.14% | Add +1.2% | 37,887 | $929K |
| Quantinno Capital Management LP | 0.00% | Add +7.5% | 37,685 | $924K |
| Susquehanna International Group, LLP | 0.00% | Reduce -22.2% | 35,204 | $863K |
| Destination Wealth Management | 0.02% | Add +3.3% | 34,942 | $856K |
| Impact Investors, Inc | 0.60% | Reduce -26.7% | 33,293 | $816K |
| C M Bidwell & Associates Ltd. | 0.33% | No change | 33,063 | $810K |
| Mattern Capital Management, LLC | 0.09% | Add +0.9% | 31,256 | $766K |
| Williams & Novak, LLC | 0.49% | No change | 29,900 | $733K |
| Betterment LLC | 0.00% | Add +110.9% | 29,875 | $732K |
| Omega Financial Group, LLC | 0.20% | Add +2.4% | 26,548 | $651K |
| Dimension Capital Management LLC | 0.08% | No change | 26,232 | $643K |
| Equitable Holdings, Inc. | 0.00% | Add +11.7% | 25,981 | $637K |
| Osaic Holdings, Inc. | 0.00% | Add +12.3% | 25,693 | $630K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 25,503 | $625K |
| Axxcess Wealth Management, LLC | 0.01% | New | 24,957 | $612K |
| MML Investors Services, LLC | 0.00% | Add +21.3% | 24,285 | $595K |
| NWF Advisory Services Inc. | 0.05% | No change | 23,151 | $567K |
| Mariner, LLC | 0.00% | Reduce -83.6% | 23,001 | $564K |
| Fisher Asset Management | 0.00% | Reduce -2.8% | 22,461 | $551K |
| Creative Planning | 0.00% | Reduce -18.9% | 20,638 | $506K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 20,232 | $496K |
| Savvy Advisors, Inc. | 0.01% | Add +48.4% | 20,126 | $493K |
| BCS Private Wealth Management, Inc. | 0.15% | No change | 20,000 | $490K |
| Sweeney & Michel, LLC | 0.13% | No change | 20,000 | $483K |
| Warren Street Wealth Advisors, LLC | 0.11% | Reduce -0.9% | 19,369 | $475K |
| Nautilus Advisors LLC | 0.28% | Reduce -3.5% | 19,240 | $470K |
| Seeds Investor LLC | 0.05% | New | 18,882 | $463K |
| Royal Bank of Canada | 0.00% | Add +16.9% | 18,294 | $448K |
| Stifel Financial Corp. | 0.00% | Add +58.8% | 18,085 | $443K |
| Apella Capital, LLC | 0.01% | No change | 14,879 | $365K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 14,746 | $361K |
| Waddell & Associates, LLC | 0.02% | No change | 14,125 | $346K |
| Assetmark, Inc. | 0.00% | Reduce -0.3% | 14,039 | $344K |
| Wedbush Securities Inc. | 0.01% | Add +44.9% | 13,550 | $332K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -0.1% | 13,187 | $323K |
| Fort Point Capital Partners LLC | 0.03% | New | 13,051 | $320K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | Add +27.2% | 12,857 | $315K |
| Climber Capital SA | 0.19% | No change | 12,620 | $309K |
| Tme Financial, Inc. | 0.19% | Add +0.3% | 12,308 | $302K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 11,650 | $286K |
| Werba Rubin Papier Wealth Management | 0.03% | New | 11,440 | $280K |
| Laurel Wealth Planning LLC | 0.12% | Reduce -3.1% | 11,246 | $276K |
| Cresset Asset Management, LLC | 0.00% | New | 10,783 | $264K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,400 | $255K |
| Foronjy Financial LLC | 0.09% | Add +4.6% | 10,243 | $251K |
| Hill Island Financial LLC | 0.05% | Reduce -48.9% | 10,239 | $251K |
| Rossby Financial, LCC | 0.04% | No change | 9,893 | $242K |
| FF Advisors,LLC | 0.09% | New | 9,824 | $241K |
| Corient Private Wealth LP | 0.00% | New | 9,729 | $238K |
| Fiduciary Financial Advisors | 0.02% | Add +2.4% | 9,611 | $236K |
"% of holder's portfolio" is PWZ's weight in each manager's 13F, not the share of Invesco California Amt-Free the manager owns.