Invesco California Amt-FreePWZETF
13F holders, Q4 2024 (December 31)110holders +14
11new positions
7sold out
2famous investors
$24.70avg. 13F price*
At the end of Q4 2024, 110 institutions reported holding Invesco California Amt-Free (PWZ) in their 13F filings, up 14 from Q3 2024. 11 opened new positions and 7 sold out. The largest holders were Composition Wealth, LLC ($59.9M), Stratos Wealth Partners, LTD. ($36.4M) and Bank of America Corp. ($34.1M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $60.1M |
| Exits | 7 | $1.9M |
All 13F filers, Q3 2024 → Q4 2024: 3,929,058 shares bought and 393,547 shares sold, net +3,535,511 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| Composition Wealth, LLC | 1.21% | Add +6.8% | 2,424,844 | $59.9M |
| Stratos Wealth Partners, LTD. | 0.52% | Add +4.5% | 1,475,592 | $36.4M |
| Bank of America Corp. | 0.00% | Add +16.3% | 1,379,449 | $34.1M |
| First Foundation Advisors | 1.26% | Reduce -10.1% | 1,352,308 | $33.4M |
| Mercer Global Advisors Inc. | 0.08% | New | 1,249,535 | $30.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +18.6% | 1,243,755 | $30.7M |
| Gerber Kawasaki Wealth & Investment Management | 1.32% | Add +5.5% | 1,230,304 | $30.4M |
| Syon Capital LLC | 2.43% | New | 1,090,712 | $26.9M |
| EP Wealth Advisors, LLC | 0.17% | Add +8.2% | 836,569 | $20.7M |
| Morgan Stanley | 0.00% | Add +9.2% | 562,986 | $13.9M |
| LPL Financial LLC | 0.01% | Add +8.5% | 552,990 | $13.7M |
| Atlas Legacy Advisors, LLC | 2.69% | — | 449,290 | $11.1M |
| Ameriprise Financial Inc. | 0.00% | Add +6.2% | 432,446 | $10.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.8% | 420,940 | $10.4M |
| Wells Fargo & Company | 0.00% | Add +20.6% | 334,055 | $8.3M |
| FMR LLC | 0.00% | Reduce -16.4% | 228,768 | $5.7M |
| Allworth Financial LP | 0.03% | Add +5.2% | 228,566 | $5.6M |
| Mariner, LLC | 0.01% | Add +2.6% | 224,709 | $5.6M |
| First American Trust, FSB | 0.52% | Add +21.4% | 210,561 | $5.2M |
| Affinity Capital Advisors, LLC | 0.97% | Reduce -6.3% | 209,682 | $5.2M |
| Jane Street Group, LLC | 0.01% | Add +511.8% | 190,036 | $4.7M |
| Keybank National Association | 0.01% | Add +7.3% | 117,990 | $2.9M |
| Guggenheim Capital LLC | 0.02% | Add +249.2% | 114,621 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | Add +2.5% | 106,807 | $2.6M |
| Impact Investors, Inc | 1.89% | — | 98,536 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -2.3% | 95,742 | $2.4M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -2.3% | 95,742 | $2.4M |
| McNaughton Wealth Management, LLC | 1.10% | Add +5.7% | 92,164 | $2.3M |
| UBS Group AG | 0.00% | Reduce -5.3% | 90,693 | $2.2M |
| SteelPeak Wealth, LLC | 0.09% | Reduce -25.6% | 86,803 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +223.5% | 81,135 | $2.0M |
| Journey Strategic Wealth LLC | 0.07% | Add +6.7% | 76,260 | $1.9M |
| Prospera Financial Services Inc | 0.04% | Add +9.4% | 75,464 | $1.9M |
| Wealthfront Advisers LLC | 0.01% | Add +113.4% | 73,702 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +21.6% | 65,761 | $1.6M |
| Pure Financial Advisors, LLC | 0.03% | Add +7.0% | 61,223 | $1.5M |
| Lodestar Private Asset Management LLC | 0.19% | Add +4.3% | 60,665 | $1.5M |
| SimpliFi, Inc. | 0.65% | Reduce -4.9% | 57,749 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +49.2% | 56,902 | $1.4M |
| Verus Wealth Management, LLC | 1.57% | — | 56,522 | $1.4M |
| Williams & Novak, LLC | 1.28% | Reduce -13.4% | 53,700 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +84.8% | 50,536 | $1.2M |
| Greykasell Wealth Strategies, Inc. | 0.65% | — | 47,245 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +59.3% | 47,221 | $1.2M |
| NWF Advisory Services Inc. | 0.15% | Add +75.6% | 40,658 | $1.0M |
| Nautilus Advisors LLC | 0.73% | — | 36,920 | $912K |
| Dynamic Wealth Strategies, LLC | 0.75% | Reduce -3.8% | 34,269 | $846K |
| FOCUS Wealth Advisors, LLC | 0.44% | Reduce -5.2% | 33,337 | $823K |
| Destination Wealth Management | 0.03% | Add +23.9% | 32,359 | $799K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +32.5% | 28,099 | $694K |
| Mattern Capital Management, LLC | 0.09% | Add +11.6% | 27,626 | $682K |
| GAMMA Investing LLC | 0.06% | Add +153.9% | 27,193 | $672K |
| Dimension Capital Management LLC | 0.11% | No change | 26,232 | $648K |
| Fisher Asset Management | 0.00% | No change | 26,000 | $642K |
| Compound Planning, Inc. | 0.03% | Add +215.9% | 25,440 | $628K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.3% | 25,306 | $625K |
| Omega Financial Group, LLC | 0.23% | Add +9.4% | 24,777 | $612K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 23,848 | $589K |
| C M Bidwell & Associates Ltd. | 0.33% | No change | 22,132 | $547K |
| Old Mission Capital LLC | 0.01% | New | 21,831 | $539K |
| Creative Planning | 0.00% | Add +7.5% | 21,200 | $524K |
| Warren Street Wealth Advisors, LLC | 0.21% | Reduce -2.2% | 21,135 | $522K |
| Global Retirement Partners, LLC | 0.01% | Add +0.0% | 21,123 | $522K |
| Raymond James Financial Inc. | 0.00% | — | 20,938 | $517K |
| Townsquare Capital LLC | 0.01% | Add +9.8% | 20,781 | $513K |
| Parkshore Wealth Management, Inc. | 0.31% | — | 20,570 | $508K |
| Tme Financial, Inc. | 0.47% | — | 19,913 | $499K |
| Royal Bank of Canada | 0.00% | Add +21.4% | 19,843 | $490K |
| Citadel Advisors | 0.00% | New | 19,332 | $478K |
| Stifel Financial Corp. | 0.00% | Add +3.5% | 18,003 | $445K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.6% | 17,505 | $432K |
| Ameritas Advisory Services, LLC | 0.01% | Add +111.9% | 17,404 | $430K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 16,617 | $410K |
| Climber Capital SA | 0.33% | — | 16,395 | $405K |
| NewEdge Advisors, LLC | 0.00% | No change | 16,111 | $398K |
| Waddell & Associates, LLC | 0.04% | No change | 14,125 | $349K |
| HRT Financial LP | 0.00% | New | 11,250 | $277K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.5% | 10,407 | $257K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.00% | New | 10,326 | $255K |
| Laurel Wealth Planning LLC | 0.16% | Add +3.1% | 10,288 | $254K |
| Twin Peaks Wealth Advisors, LLC | 0.11% | New | 10,106 | $250K |
| Rossby Financial, LCC | 0.16% | — | 10,000 | $247K |
| Southland Equity Partners LLC | 0.06% | No change | 9,950 | $246K |
| Corient Private Wealth LP | 0.00% | No change | 9,729 | $240K |
| Jones Financial Companies LLLP | 0.00% | Add +87.3% | 9,110 | $225K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -32.2% | 8,836 | $218K |
| Hill Island Financial LLC | 0.06% | New | 8,759 | $216K |
| NewEdge Wealth, LLC | 0.00% | Reduce -9.0% | 8,564 | $212K |
| Myecfo, LLC | 0.11% | No change | 8,400 | $207K |
| Comerica Bank | 0.00% | Add +31.8% | 8,395 | $207K |
| Spinnaker Investment Group, LLC | 0.05% | New | 8,151 | $201K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 8,113 | $200K |
| Farther Finance Advisors, LLC | 0.01% | No change | 8,100 | $200K |
| Main Management LLC | 0.01% | No change | 4,871 | $120K |
| Bristlecone Advisors, LLC | 0.01% | Add +32.3% | 4,100 | $101K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -5.5% | 3,291 | $81K |
| Creative Financial Designs Inc. | 0.01% | New | 3,000 | $74K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.8% | 2,967 | $73K |
| Larson Financial Group LLC | 0.00% | No change | 2,650 | $65K |
| US Bancorp \de | 0.00% | No change | 2,055 | $51K |
"% of holder's portfolio" is PWZ's weight in each manager's 13F, not the share of Invesco California Amt-Free the manager owns.