Invesco California Amt-FreePWZETF
13F holders, Q1 2025 (March 31)120holders +10
17new positions
8sold out
2famous investors
$23.86avg. 13F price*
At the end of Q1 2025, 120 institutions reported holding Invesco California Amt-Free (PWZ) in their 13F filings, up 10 from Q4 2024. 17 opened new positions and 8 sold out. The largest holders were Composition Wealth, LLC ($60.1M), Stratos Wealth Partners, LTD. ($42.8M) and Mercer Global Advisors Inc. ($34.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $16.1M |
| Exits | 8 | $1.8M |
All 13F filers, Q4 2024 → Q1 2025: 2,145,796 shares bought and 1,347,331 shares sold, net +798,465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| Composition Wealth, LLC | 1.20% | Add +4.0% | 2,520,756 | $60.1M |
| Stratos Wealth Partners, LTD. | 0.66% | Add +21.5% | 1,793,042 | $42.8M |
| Mercer Global Advisors Inc. | 0.08% | Add +15.2% | 1,439,348 | $34.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.7% | 1,426,565 | $34.0M |
| Gerber Kawasaki Wealth & Investment Management | 1.41% | Add +6.7% | 1,312,859 | $31.3M |
| First Foundation Advisors | 1.08% | Reduce -17.5% | 1,115,085 | $26.6M |
| Syon Capital LLC | 2.04% | Reduce -3.9% | 1,048,140 | $25.0M |
| EP Wealth Advisors, LLC | 0.17% | Add +3.7% | 867,396 | $20.7M |
| Bank of America Corp. | 0.00% | Reduce -37.7% | 859,151 | $20.5M |
| Morgan Stanley | 0.00% | Add +13.7% | 639,821 | $15.3M |
| LPL Financial LLC | 0.01% | Add +4.5% | 578,075 | $13.8M |
| Atlas Legacy Advisors, LLC | 2.71% | Reduce -1.0% | 444,988 | $10.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.9% | 400,303 | $9.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.2% | 396,958 | $9.5M |
| Susquehanna International Group, LLP | 0.01% | New | 343,233 | $8.2M |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 326,244 | $7.8M |
| First American Trust, FSB | 0.71% | Add +54.2% | 324,747 | $7.7M |
| Jane Street Group, LLC | 0.01% | Add +41.3% | 268,578 | $6.4M |
| FMR LLC | 0.00% | Reduce -10.5% | 204,801 | $4.9M |
| Affinity Capital Advisors, LLC | 0.86% | Reduce -9.5% | 189,807 | $4.3M |
| Allworth Financial LP | 0.02% | Reduce -18.6% | 186,090 | $4.3M |
| Guggenheim Capital LLC | 0.04% | Add +47.8% | 169,385 | $4.0M |
| Wealthfront Advisers LLC | 0.01% | Add +99.7% | 147,159 | $3.5M |
| Mariner, LLC | 0.01% | Reduce -42.5% | 129,262 | $3.1M |
| OneDigital Investment Advisors LLC | 0.03% | Add +8.0% | 115,384 | $2.8M |
| SteelPeak Wealth, LLC | 0.11% | Add +29.8% | 112,689 | $2.7M |
| Keybank National Association | 0.01% | Reduce -4.9% | 112,239 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -3.2% | 92,720 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -3.2% | 92,720 | $2.2M |
| UBS Group AG | 0.00% | Reduce -0.6% | 90,160 | $2.2M |
| Impact Investors, Inc | 1.65% | Reduce -9.6% | 89,073 | $2.1M |
| Lodestar Private Asset Management LLC | 0.24% | Add +31.6% | 79,845 | $1.9M |
| Journey Strategic Wealth LLC | 0.06% | Reduce -1.3% | 75,235 | $1.8M |
| Flow Traders U.S. LLC | 0.07% | New | 73,576 | $1.8M |
| Cerity Partners LLC | 0.00% | Reduce -14.9% | 69,018 | $1.6M |
| McNaughton Wealth Management, LLC | 0.78% | Reduce -27.4% | 66,942 | $1.6M |
| Citadel Advisors | 0.00% | Add +243.2% | 66,344 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +8.9% | 61,990 | $1.5M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -1.1% | 60,579 | $1.4M |
| SimpliFi, Inc. | 0.65% | Add +2.9% | 59,449 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.3% | 54,740 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.6% | 52,247 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Reduce -40.4% | 44,975 | $1.1M |
| Compound Planning, Inc. | 0.05% | Add +72.0% | 43,751 | $1.0M |
| Greykasell Wealth Strategies, Inc. | 0.54% | Reduce -9.7% | 42,685 | $1.0M |
| Amara Financial, Llc. | 0.92% | New | 41,735 | $995K |
| Williams & Novak, LLC | 0.89% | Reduce -29.8% | 37,700 | $906K |
| Nautilus Advisors LLC | 0.74% | Add +1.6% | 37,520 | $895K |
| FOCUS Wealth Advisors, LLC | 0.49% | Add +11.8% | 37,269 | $889K |
| Integrated Wealth Concepts LLC | 0.01% | New | 36,319 | $866K |
| Destination Wealth Management | 0.03% | Add +8.9% | 35,256 | $841K |
| Dynamic Wealth Strategies, LLC | 0.68% | No change | 34,269 | $817K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +19.4% | 33,560 | $800K |
| Equitable Holdings, Inc. | 0.01% | New | 31,478 | $751K |
| Waverly Advisors, LLC | 0.01% | New | 11,777 | $727K |
| Mattern Capital Management, LLC | 0.09% | Add +1.9% | 28,141 | $671K |
| Verus Wealth Management, LLC | 0.73% | Reduce -50.8% | 27,838 | $664K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 27,356 | $657K |
| Dimension Capital Management LLC | 0.11% | No change | 26,232 | $626K |
| Fisher Asset Management | 0.00% | No change | 26,000 | $620K |
| Raymond James Financial Inc. | 0.00% | Add +21.0% | 25,332 | $604K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.6% | 25,148 | $600K |
| Brighton Jones LLC | 0.02% | New | 25,059 | $598K |
| Omega Financial Group, LLC | 0.23% | Add +0.5% | 24,905 | $594K |
| Elmwood Wealth Management, Inc. | 0.24% | New | 24,425 | $583K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 23,848 | $569K |
| NWF Advisory Services Inc. | 0.08% | Reduce -43.1% | 23,151 | $552K |
| Creative Planning | 0.00% | Add +8.7% | 23,043 | $550K |
| Stifel Financial Corp. | 0.00% | Add +27.0% | 22,862 | $545K |
| C M Bidwell & Associates Ltd. | 0.32% | No change | 22,132 | $528K |
| Sweeney & Michel, LLC | 0.22% | — | 22,000 | $500K |
| Warren Street Wealth Advisors, LLC | 0.19% | Reduce -2.7% | 20,572 | $491K |
| Parkshore Wealth Management, Inc. | 0.28% | Reduce -0.2% | 20,528 | $490K |
| Townsquare Capital LLC | 0.01% | Reduce -2.7% | 20,218 | $482K |
| GAMMA Investing LLC | 0.04% | Reduce -27.5% | 19,712 | $470K |
| Cetera Investment Advisers | 0.00% | New | 19,533 | $466K |
| Tme Financial, Inc. | 0.40% | Reduce -3.2% | 19,267 | $460K |
| Royal Bank of Canada | 0.00% | Reduce -5.7% | 18,710 | $446K |
| Ameritas Advisory Services, LLC | 0.02% | No change | 17,404 | $421K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.6% | 17,217 | $411K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 16,617 | $396K |
| HRT Financial LP | 0.00% | Add +27.4% | 14,334 | $341K |
| Waddell & Associates, LLC | 0.04% | No change | 14,125 | $337K |
| Climber Capital SA | 0.26% | No change | 16,395 | $336K |
| Jones Financial Companies LLLP | 0.00% | Add +48.8% | 13,558 | $323K |
| Osaic Holdings, Inc. | 0.00% | Reduce -80.9% | 12,574 | $300K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10,407 | $248K |
| Clifford Swan Investment Counsel LLC | 0.01% | New | 10,300 | $246K |
| Laurel Wealth Planning LLC | 0.16% | No change | 10,288 | $245K |
| Southland Equity Partners LLC | 0.06% | No change | 9,950 | $237K |
| Twin Peaks Wealth Advisors, LLC | 0.11% | No change | 10,106 | $235K |
| Rossby Financial, LCC | 0.10% | No change | 10,000 | $234K |
| Hill Island Financial LLC | 0.06% | Add +0.8% | 8,832 | $211K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.0% | 8,656 | $206K |
| Werba Rubin Papier Wealth Management | 0.04% | New | 8,566 | $204K |
| NewEdge Wealth, LLC | 0.00% | No change | 8,564 | $204K |
| Myecfo, LLC | 0.11% | No change | 8,400 | $200K |
| Comerica Bank | 0.00% | No change | 8,395 | $200K |
| Farther Finance Advisors, LLC | 0.01% | No change | 8,100 | $195K |
| Main Management LLC | 0.01% | Reduce -2.6% | 4,745 | $113K |
| Bristlecone Advisors, LLC | 0.01% | Add +3.0% | 4,225 | $101K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -2.0% | 3,226 | $77K |
| Creative Financial Designs Inc. | 0.01% | No change | 3,000 | $72K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.8% | 2,992 | $71K |
| Larson Financial Group LLC | 0.00% | No change | 2,650 | $63K |
| US Bancorp \de | 0.00% | No change | 2,055 | $49K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -4.5% | 1,821 | $43K |
| Ameriflex Group, Inc. | 0.01% | No change | 1,499 | $36K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,430 | $34K |
| S.A. Mason LLC | 0.02% | Reduce -7.1% | 1,300 | $31K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1,227 | $29K |
| Tidemark, LLC | 0.01% | Add +0.1% | 838 | $20K |
| Abound Financial, LLC | 0.01% | New | 754 | $18K |
| Harbour Investments, Inc. | 0.00% | New | 407 | $10K |
| Elequin Capital, LP | 0.00% | New | 406 | $10K |
| Versant Capital Management, Inc | 0.00% | No change | 370 | $9K |
| IFP Advisors, Inc | 0.00% | No change | 287 | $7K |
| Parallel Advisors, LLC | 0.00% | New | 40 | $954 |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $24 |
| Smartleaf Asset Management LLC | 0.00% | No change | 1 | $23 |
"% of holder's portfolio" is PWZ's weight in each manager's 13F, not the share of Invesco California Amt-Free the manager owns.