Invesco California Amt-FreePWZETF
13F holders, Q2 2025 (June 30)112holders −8
9new positions
19sold out
2famous investors
$23.34avg. 13F price*
At the end of Q2 2025, 112 institutions reported holding Invesco California Amt-Free (PWZ) in their 13F filings, down 8 from Q1 2025. 9 opened new positions and 19 sold out. The largest holders were Wealthfront Advisers LLC ($120.7M), Composition Wealth, LLC ($60.0M) and Stratos Wealth Partners, LTD. ($42.7M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.0M |
| Exits | 19 | $9.0M |
All 13F filers, Q1 2025 → Q2 2025: 6,819,494 shares bought and 2,908,488 shares sold, net +3,911,006 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| Wealthfront Advisers LLC | 0.31% | Add +3414.5% | 5,171,896 | $120.7M |
| Composition Wealth, LLC | 1.01% | Add +1.9% | 2,569,651 | $60.0M |
| Stratos Wealth Partners, LTD. | 0.58% | Add +2.1% | 1,830,367 | $42.7M |
| Mercer Global Advisors Inc. | 0.09% | Add +15.8% | 1,667,055 | $38.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +16.8% | 1,666,448 | $38.9M |
| Syon Capital LLC | 2.09% | Add +28.9% | 1,351,618 | $31.5M |
| Gerber Kawasaki Wealth & Investment Management | 1.10% | Reduce -7.1% | 1,219,896 | $28.5M |
| First Foundation Advisors | 0.82% | Reduce -14.6% | 952,878 | $22.2M |
| EP Wealth Advisors, LLC | 0.13% | Reduce -3.8% | 834,086 | $19.5M |
| Bank of America Corp. | 0.00% | Reduce -18.7% | 698,813 | $16.3M |
| Morgan Stanley | 0.00% | Reduce -3.7% | 616,353 | $14.4M |
| LPL Financial LLC | 0.00% | Add +0.7% | 582,260 | $13.6M |
| Jane Street Group, LLC | 0.02% | Add +82.3% | 489,526 | $11.4M |
| Pure Financial Advisors, LLC | 0.13% | Add +402.7% | 304,528 | $7.1M |
| Guggenheim Capital LLC | 0.05% | Add +66.7% | 282,428 | $6.6M |
| First American Trust, FSB | 0.49% | Reduce -19.3% | 262,226 | $6.1M |
| Wells Fargo & Company | 0.00% | Reduce -31.6% | 223,209 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -58.6% | 165,571 | $3.9M |
| Mariner, LLC | 0.01% | Add +17.6% | 151,990 | $3.5M |
| Allworth Financial LP | 0.02% | Reduce -27.6% | 134,636 | $3.1M |
| SteelPeak Wealth, LLC | 0.11% | Add +6.8% | 120,397 | $2.8M |
| Keybank National Association | 0.01% | Add +4.8% | 117,570 | $2.7M |
| UBS Group AG | 0.00% | Add +13.8% | 102,562 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +67.7% | 91,809 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -6.6% | 86,562 | $2.0M |
| McNaughton Wealth Management, LLC | 0.88% | Add +26.3% | 84,576 | $2.0M |
| Impact Investors, Inc | 1.34% | Reduce -8.6% | 81,431 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -81.0% | 75,445 | $1.8M |
| FMR LLC | 0.00% | Reduce -65.8% | 69,951 | $1.6M |
| Compound Planning, Inc. | 0.06% | Add +47.8% | 64,646 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +1.9% | 63,159 | $1.5M |
| Lodestar Private Asset Management LLC | 0.17% | Reduce -21.4% | 62,801 | $1.5M |
| SimpliFi, Inc. | 0.64% | Add +5.0% | 62,431 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +382.7% | 60,698 | $1.4M |
| Affinity Capital Advisors, LLC | 0.21% | Reduce -72.0% | 53,170 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -22.1% | 51,652 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.3% | 47,378 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -60.5% | 45,580 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -3.9% | 43,213 | $1.0M |
| Greykasell Wealth Strategies, Inc. | 0.48% | Add +1.0% | 43,108 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +212.3% | 42,338 | $985K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +21.6% | 40,803 | $952K |
| Williams & Novak, LLC | 0.79% | Add +5.6% | 39,800 | $929K |
| FOCUS Wealth Advisors, LLC | 0.48% | Add +5.7% | 39,404 | $920K |
| Integrated Wealth Concepts LLC | 0.01% | Add +6.3% | 38,594 | $901K |
| Nautilus Advisors LLC | 0.64% | No change | 37,520 | $876K |
| Destination Wealth Management | 0.02% | No change | 35,256 | $823K |
| Mattern Capital Management, LLC | 0.08% | Add +4.3% | 29,340 | $685K |
| Quantinno Capital Management LP | 0.00% | New | 28,144 | $657K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -3.3% | 26,448 | $617K |
| Dimension Capital Management LLC | 0.10% | No change | 26,232 | $612K |
| Fisher Asset Management | 0.00% | No change | 26,000 | $607K |
| Elmwood Wealth Management, Inc. | 0.23% | Add +2.7% | 25,075 | $585K |
| Omega Financial Group, LLC | 0.21% | Add +0.6% | 25,044 | $585K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -67.7% | 24,275 | $567K |
| WealthPlan Investment Management, LLC | 0.04% | New | 23,996 | $560K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 23,848 | $557K |
| NWF Advisory Services Inc. | 0.06% | No change | 23,151 | $540K |
| C M Bidwell & Associates Ltd. | 0.27% | No change | 22,132 | $517K |
| Equitable Holdings, Inc. | 0.00% | Reduce -33.8% | 20,851 | $487K |
| Cetera Investment Advisers | 0.00% | Add +5.3% | 20,568 | $480K |
| BCS Private Wealth Management, Inc. | 0.18% | — | 20,000 | $467K |
| Warren Street Wealth Advisors, LLC | 0.15% | Reduce -3.2% | 19,907 | $465K |
| Sweeney & Michel, LLC | 0.16% | Reduce -9.1% | 20,000 | $464K |
| Creative Planning | 0.00% | Reduce -20.3% | 18,359 | $428K |
| Shared Vision Wealth Group LLC | 0.21% | New | 18,309 | $419K |
| Raymond James Financial Inc. | 0.00% | Reduce -29.3% | 17,903 | $418K |
| Atlas Legacy Advisors, LLC | 0.09% | Reduce -96.0% | 17,663 | $412K |
| Stifel Financial Corp. | 0.00% | Reduce -23.8% | 17,416 | $406K |
| Certus Wealth Management, LLC | 0.26% | New | 17,309 | $404K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.7% | 16,332 | $381K |
| Climber Capital SA | 0.24% | No change | 16,395 | $381K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -39.2% | 15,296 | $357K |
| Waddell & Associates, LLC | 0.04% | No change | 14,125 | $330K |
| Global Retirement Partners, LLC | 0.01% | — | 12,545 | $293K |
| Tme Financial, Inc. | 0.23% | Reduce -35.8% | 12,375 | $289K |
| GAMMA Investing LLC | 0.02% | Reduce -38.5% | 12,129 | $283K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 11,405 | $266K |
| WCG Wealth Advisors LLC | 0.02% | New | 11,204 | $262K |
| Parkshore Wealth Management, Inc. | 0.13% | Reduce -45.6% | 11,170 | $261K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 10,300 | $240K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.5% | 10,250 | $239K |
| Root Financial Partners, LLC | 0.02% | New | 10,240 | $239K |
| Royal Bank of Canada | 0.00% | Reduce -45.6% | 10,178 | $238K |
| Susquehanna International Group, LLP | 0.00% | Reduce -97.0% | 10,164 | $237K |
| Twin Peaks Wealth Advisors, LLC | 0.08% | No change | 10,106 | $234K |
| Rossby Financial, LCC | 0.09% | No change | 10,000 | $233K |
| Southland Equity Partners LLC | 0.05% | No change | 9,950 | $232K |
| Foronjy Financial LLC | 0.11% | — | 9,851 | $230K |
| Laurel Wealth Planning LLC | 0.13% | Reduce -5.2% | 9,749 | $228K |
| Corient Private Wealth LP | 0.00% | New | 9,729 | $227K |
| Dynamic Wealth Strategies, LLC | 0.16% | Reduce -71.6% | 9,717 | $227K |
| Hill Island Financial LLC | 0.06% | Add +0.3% | 8,858 | $207K |
| Comerica Bank | 0.00% | No change | 8,395 | $196K |
| Farther Finance Advisors, LLC | 0.00% | No change | 8,100 | $189K |
| Main Management LLC | 0.01% | Reduce -0.8% | 4,705 | $110K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +162.0% | 3,747 | $87K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.5% | 3,241 | $76K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.9% | 3,018 | $70K |
| Creative Financial Designs Inc. | 0.01% | No change | 3,000 | $70K |
"% of holder's portfolio" is PWZ's weight in each manager's 13F, not the share of Invesco California Amt-Free the manager owns.