Invesco California Amt-FreePWZETF
13F holders, Q3 2024 (September 30)96holders +1
11new positions
10sold out
1famous investor
$25.08avg. 13F price*
At the end of Q3 2024, 96 institutions reported holding Invesco California Amt-Free (PWZ) in their 13F filings, up 1 from Q2 2024. 11 opened new positions and 10 sold out. The largest holders were Composition Wealth, LLC ($57.0M), First Foundation Advisors ($37.7M) and Stratos Wealth Partners, LTD. ($35.4M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $9.5M |
| Exits | 10 | $9.9M |
All 13F filers, Q2 2024 → Q3 2024: 1,564,842 shares bought and 10,666,967 shares sold, net −9,102,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Composition Wealth, LLC | 1.32% | Add +7.4% | 2,270,757 | $57.0M |
| First Foundation Advisors | 1.42% | Reduce -3.5% | 1,504,361 | $37.7M |
| Stratos Wealth Partners, LTD. | 0.52% | Add +2.0% | 1,411,558 | $35.4M |
| Bank of America Corp. | 0.00% | Add +36.9% | 1,186,159 | $29.7M |
| Gerber Kawasaki Wealth & Investment Management | 1.35% | Add +13.8% | 1,166,001 | $29.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +25.6% | 1,048,343 | $26.3M |
| EP Wealth Advisors, LLC | 0.17% | Add +1.7% | 773,395 | $19.4M |
| Morgan Stanley | 0.00% | Reduce -16.0% | 515,672 | $12.9M |
| LPL Financial LLC | 0.01% | Add +28.6% | 509,689 | $12.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.8% | 466,488 | $11.7M |
| Ameriprise Financial Inc. | 0.00% | Add +55.5% | 407,238 | $10.2M |
| Wells Fargo & Company | 0.00% | Add +3.4% | 276,984 | $6.9M |
| FMR LLC | 0.00% | Reduce -1.0% | 273,479 | $6.9M |
| Affinity Capital Advisors, LLC | 1.09% | New | 223,857 | $5.6M |
| Mariner, LLC | 0.01% | Reduce -34.6% | 218,922 | $5.5M |
| Allworth Financial LP | 0.03% | Add +1.5% | 217,234 | $5.4M |
| First American Trust, FSB | 0.43% | Add +4.6% | 173,464 | $4.4M |
| SteelPeak Wealth, LLC | 0.13% | Reduce -2.2% | 116,748 | $2.9M |
| Keybank National Association | 0.01% | Add +0.6% | 109,940 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -6.8% | 104,225 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -7.6% | 98,022 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -7.6% | 98,022 | $2.5M |
| UBS Group AG | 0.00% | Add +1.5% | 95,820 | $2.4M |
| McNaughton Wealth Management, LLC | 1.06% | Add +13.4% | 87,183 | $2.2M |
| Journey Strategic Wealth LLC | 0.07% | Add +0.9% | 71,472 | $1.8M |
| Prospera Financial Services Inc | 0.04% | Add +0.2% | 68,971 | $1.7M |
| Williams & Novak, LLC | 1.45% | Reduce -6.3% | 62,000 | $1.6M |
| SimpliFi, Inc. | 0.68% | Add +0.9% | 60,706 | $1.5M |
| Lodestar Private Asset Management LLC | 0.19% | Reduce -10.5% | 58,137 | $1.5M |
| Pure Financial Advisors, LLC | 0.03% | Add +0.0% | 57,235 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.8% | 54,074 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +1.3% | 38,129 | $959K |
| Dynamic Wealth Strategies, LLC | 0.73% | Reduce -6.4% | 35,623 | $893K |
| FOCUS Wealth Advisors, LLC | 0.44% | Add +0.0% | 35,165 | $882K |
| Wealthfront Advisers LLC | 0.00% | Add +1.6% | 34,538 | $866K |
| Guggenheim Capital LLC | 0.01% | New | 32,824 | $823K |
| Jane Street Group, LLC | 0.00% | Reduce -66.6% | 31,061 | $779K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +39.5% | 29,653 | $744K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -34.4% | 27,342 | $686K |
| Diversify Advisory Services, LLC | 0.04% | Add +0.0% | 27,704 | $684K |
| Dimension Capital Management LLC | 0.12% | No change | 26,232 | $658K |
| Destination Wealth Management | 0.02% | Add +1.9% | 26,118 | $655K |
| Fisher Asset Management | 0.00% | No change | 26,000 | $652K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 25,390 | $637K |
| Cerity Partners LLC | 0.00% | Reduce -53.1% | 25,082 | $629K |
| Mattern Capital Management, LLC | 0.08% | Add +2.2% | 24,763 | $621K |
| Robertson Stephens Wealth Management, LLC | 0.02% | New | 23,848 | $598K |
| NWF Advisory Services Inc. | 0.08% | Add +1.1% | 23,151 | $581K |
| Omega Financial Group, LLC | 0.22% | Reduce -11.4% | 22,655 | $568K |
| C M Bidwell & Associates Ltd. | 0.34% | Add +7.5% | 22,132 | $555K |
| Sweeney & Michel, LLC | 0.22% | Add +22.2% | 22,000 | $552K |
| Warren Street Wealth Advisors, LLC | 0.22% | New | 21,609 | $542K |
| Mission Wealth Management, LP | 0.01% | Reduce -0.0% | 21,224 | $532K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +17.4% | 21,208 | $532K |
| Global Retirement Partners, LLC | 0.02% | Add +2.4% | 21,119 | $530K |
| Creative Planning | 0.00% | No change | 19,712 | $494K |
| Townsquare Capital LLC | 0.01% | New | 18,931 | $475K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.5% | 17,406 | $437K |
| Stifel Financial Corp. | 0.00% | Reduce -7.5% | 17,388 | $436K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.5% | 16,617 | $417K |
| Royal Bank of Canada | 0.00% | Add +4.6% | 16,340 | $410K |
| NewEdge Advisors, LLC | 0.00% | New | 16,111 | $404K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.3% | 15,091 | $378K |
| Waddell & Associates, LLC | 0.04% | No change | 14,125 | $354K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -99.9% | 13,027 | $327K |
| GAMMA Investing LLC | 0.03% | New | 10,709 | $269K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 10,250 | $257K |
| Laurel Wealth Planning LLC | 0.16% | No change | 9,975 | $250K |
| Southland Equity Partners LLC | 0.06% | No change | 9,950 | $250K |
| Werba Rubin Papier Wealth Management | 0.06% | Reduce -54.7% | 9,793 | $246K |
| Corient Private Wealth LP | 0.00% | No change | 9,729 | $244K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -17.1% | 9,700 | $243K |
| NewEdge Wealth, LLC | 0.00% | No change | 9,414 | $236K |
| Heritage Wealth Management, Inc. | 0.19% | Add +1.9% | 8,432 | $211K |
| Myecfo, LLC | 0.11% | No change | 8,400 | $211K |
| Ameritas Advisory Services, LLC | 0.01% | New | 8,214 | $206K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 8,113 | $203K |
| Farther Finance Advisors, LLC | 0.01% | No change | 8,100 | $203K |
| Compound Planning, Inc. | 0.01% | New | 8,054 | $202K |
| Comerica Bank | 0.00% | Reduce -4.5% | 6,368 | $160K |
| Jones Financial Companies LLLP | 0.00% | Add +20.4% | 4,865 | $123K |
| Main Management LLC | 0.01% | Reduce -2.4% | 4,871 | $122K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -2.7% | 3,482 | $87K |
| Bristlecone Advisors, LLC | 0.01% | New | 3,100 | $78K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.6% | 2,944 | $74K |
| Larson Financial Group LLC | 0.00% | Add +60.6% | 2,650 | $66K |
| US Bancorp \de | 0.00% | No change | 2,055 | $52K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,430 | $36K |
| S.A. Mason LLC | 0.02% | No change | 1,400 | $35K |
| Tidemark, LLC | 0.01% | No change | 836 | $21K |
| Versant Capital Management, Inc | 0.00% | No change | 370 | $9K |
| Arax Advisory Partners | 0.00% | No change | 339 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 301 | $8K |
| IFP Advisors, Inc | 0.00% | No change | 287 | $7K |
| Assetmark, Inc. | 0.00% | No change | 7 | $176 |
| Smartleaf Asset Management LLC | 0.00% | No change | 1 | $25 |
"% of holder's portfolio" is PWZ's weight in each manager's 13F, not the share of Invesco California Amt-Free the manager owns.