Invesco California Amt-FreePWZETF
13F holders, Q1 2024 (March 31)86holders
1famous investor
$24.87avg. 13F price*
At the end of Q1 2024, 86 institutions reported holding Invesco California Amt-Free (PWZ) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($236.4M), First Foundation Advisors ($41.8M) and Composition Wealth, LLC ($39.7M). One famous investor held it 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $38.0M |
| Exits | 13 | $39.8M |
Ownership 86 holders
| Charles Schwab Investment Advisory, Inc. | 0.32% | Reduce -3.2% | 9,504,808 | $236.4M |
| First Foundation Advisors | 1.68% | Add +38.8% | 1,682,055 | $41.8M |
| Composition Wealth, LLC | 1.00% | Add +89.1% | 1,594,403 | $39.7M |
| Stratos Wealth Partners, LTD. | 0.58% | New | 1,379,246 | $34.3M |
| Bank of America Corp. | 0.00% | Add +2.9% | 1,161,204 | $28.9M |
| Gerber Kawasaki Wealth & Investment Management | 1.30% | Add +12.3% | 969,177 | $24.1M |
| EP Wealth Advisors, LLC | 0.22% | Reduce -4.3% | 761,344 | $18.9M |
| Wells Fargo & Company | 0.00% | Add +1.2% | 722,456 | $18.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +45.0% | 640,431 | $15.9M |
| Morgan Stanley | 0.00% | Add +12.2% | 461,636 | $11.5M |
| LPL Financial LLC | 0.01% | Add +29.7% | 401,154 | $10.0M |
| Mariner, LLC | 0.02% | Add +5.8% | 300,389 | $7.5M |
| FMR LLC | 0.00% | Reduce -4.1% | 287,443 | $7.1M |
| Ameriprise Financial Inc. | 0.00% | Add +0.5% | 246,063 | $6.1M |
| Allworth Financial LP | 0.03% | Reduce -2.3% | 186,585 | $4.6M |
| Affinity Capital Advisors, LLC | 0.96% | Add +1.3% | 172,398 | $4.3M |
| First American Trust, FSB | 0.42% | Add +13.1% | 162,652 | $4.0M |
| SteelPeak Wealth, LLC | 0.17% | Add +57.9% | 136,967 | $3.4M |
| UBS Group AG | 0.00% | Add +36.0% | 111,361 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -13.5% | 106,065 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -13.5% | 106,065 | $2.6M |
| Pure Financial Advisors, LLC | 0.06% | Reduce -1.1% | 76,387 | $1.9M |
| McNaughton Wealth Management, LLC | 0.99% | Add +4.3% | 71,735 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +16.7% | 70,000 | $1.7M |
| Prospera Financial Services Inc | 0.05% | Add +0.5% | 68,449 | $1.7M |
| Journey Strategic Wealth LLC | 0.07% | Add +0.0% | 67,325 | $1.7M |
| Keybank National Association | 0.01% | Add +6.0% | 66,891 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.0% | 65,999 | $1.6M |
| Lodestar Private Asset Management LLC | 0.22% | Add +2.0% | 61,901 | $1.5M |
| SimpliFi, Inc. | 0.67% | Reduce -9.3% | 58,946 | $1.5M |
| Williams & Novak, LLC | 1.36% | No change | 47,800 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +9.4% | 45,093 | $1.1M |
| Dynamic Wealth Strategies, LLC | 0.82% | Add +718.1% | 38,344 | $954K |
| FOCUS Wealth Advisors, LLC | 0.47% | Add +77.8% | 35,039 | $871K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.1% | 34,631 | $861K |
| Cetera Investment Advisers | 0.00% | New | 29,815 | $742K |
| Dimension Capital Management LLC | 0.13% | No change | 26,232 | $652K |
| Fisher Asset Management | 0.00% | No change | 26,000 | $647K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -5.1% | 25,390 | $631K |
| Axxcess Wealth Management, LLC | 0.02% | New | 24,440 | $608K |
| Omega Financial Group, LLC | 0.25% | Reduce -29.1% | 24,382 | $606K |
| Commonwealth Equity Services, LLC | 0.00% | Add +30.9% | 23,528 | $585K |
| Mattern Capital Management, LLC | 0.08% | Add +2.0% | 23,202 | $577K |
| Flow Traders U.S. LLC | 0.03% | New | 22,109 | $550K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.7% | 22,121 | $550K |
| Warren Street Wealth Advisors, LLC | 0.27% | Reduce -7.8% | 22,020 | $548K |
| Stifel Financial Corp. | 0.00% | Add +44.1% | 21,180 | $527K |
| Creative Planning | 0.00% | Add +1.1% | 19,712 | $490K |
| Global Retirement Partners, LLC | 0.02% | Add +5.7% | 18,600 | $463K |
| Sweeney & Michel, LLC | 0.20% | — | 18,000 | $446K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.5% | 17,719 | $441K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +16.1% | 17,668 | $439K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.8% | 16,732 | $416K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 16,217 | $403K |
| Destination Wealth Management | 0.01% | New | 15,128 | $376K |
| Waddell & Associates, LLC | 0.05% | No change | 14,125 | $351K |
| Royal Bank of Canada | 0.00% | No change | 13,267 | $330K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | New | 11,466 | $285K |
| Laurel Wealth Planning LLC | 0.17% | No change | 10,224 | $254K |
| Jane Street Group, LLC | 0.00% | Reduce -99.7% | 10,201 | $254K |
| Southland Equity Partners LLC | 0.07% | New | 9,950 | $247K |
| Corient Private Wealth LP | 0.00% | No change | 9,729 | $242K |
| Eagle Strategies LLC | 0.05% | New | 9,594 | $239K |
| NewEdge Wealth, LLC | 0.01% | Reduce -67.3% | 9,414 | $230K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +2.6% | 9,632 | $226K |
| Strategic Blueprint, LLC | 0.01% | New | 8,432 | $210K |
| Zacks Investment Management | 0.00% | New | 8,432 | $210K |
| Myecfo, LLC | 0.12% | No change | 8,400 | $209K |
| Heritage Wealth Management, Inc. | 0.20% | New | 8,118 | $202K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 8,113 | $202K |
| Comerica Bank | 0.00% | Add +63.7% | 6,668 | $166K |
| Main Management LLC | 0.01% | Reduce -6.0% | 5,489 | $137K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -4.4% | 3,682 | $92K |
| Elevation Wealth Partners, LLC | 0.04% | No change | 2,927 | $73K |
| US Bancorp \de | 0.00% | Reduce -64.6% | 2,055 | $51K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,430 | $36K |
| S.A. Mason LLC | 0.02% | No change | 1,400 | $35K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,199 | $30K |
| Tidemark, LLC | 0.02% | Add +0.1% | 1,149 | $29K |
| Citigroup Inc. | 0.00% | No change | 1,000 | $25K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 665 | $17K |
| Versant Capital Management, Inc | 0.00% | New | 370 | $9K |
| Arax Advisory Partners | 0.00% | No change | 339 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 301 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 287 | $7K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1 | $24 |
"% of holder's portfolio" is PWZ's weight in each manager's 13F, not the share of Invesco California Amt-Free the manager owns.