Invesco California Amt-FreePWZETF
13F holders, Q3 2025 (September 30)119holders +7
18new positions
8sold out
3famous investors
$23.92avg. 13F price*
At the end of Q3 2025, 119 institutions reported holding Invesco California Amt-Free (PWZ) in their 13F filings, up 7 from Q2 2025. 18 opened new positions and 8 sold out. The largest holders were Wealthfront Advisers LLC ($452.2M), Mercer Global Advisors Inc. ($53.6M) and Gerber Kawasaki Wealth & Investment Management ($41.4M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $19.6M |
| Exits | 8 | $1.6M |
All 13F filers, Q2 2025 → Q3 2025: 16,611,830 shares bought and 4,516,396 shares sold, net +12,095,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Wealthfront Advisers LLC | 1.06% | Add +265.6% | 18,905,818 | $452.2M |
| Mercer Global Advisors Inc. | 0.09% | Add +34.3% | 2,238,739 | $53.6M |
| Gerber Kawasaki Wealth & Investment Management | 1.42% | Add +42.0% | 1,732,806 | $41.4M |
| Composition Wealth, LLC | 0.49% | Reduce -46.6% | 1,372,251 | $32.8M |
| Stratos Wealth Partners, LTD. | 0.37% | Reduce -28.8% | 1,302,912 | $31.2M |
| Syon Capital LLC | 1.67% | Reduce -4.0% | 1,297,219 | $31.0M |
| Bank of America Corp. | 0.00% | Add +41.0% | 985,000 | $23.6M |
| LPL Financial LLC | 0.00% | Add +1.4% | 590,532 | $14.1M |
| Morgan Stanley | 0.00% | Reduce -9.7% | 556,727 | $13.3M |
| First Foundation Advisors | 0.41% | Reduce -51.3% | 463,832 | $11.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 462,683 | $11.1M |
| Guggenheim Capital LLC | 0.08% | Add +58.1% | 446,544 | $10.7M |
| Jane Street Group, LLC | 0.01% | Reduce -32.3% | 331,281 | $7.9M |
| Pure Financial Advisors, LLC | 0.11% | Reduce -4.5% | 290,789 | $7.0M |
| First American Trust, FSB | 0.49% | Add +8.2% | 283,793 | $6.8M |
| Wells Fargo & Company | 0.00% | Add +8.1% | 241,297 | $5.8M |
| JPMorgan Chase & Co. | 0.00% | Add +40.2% | 232,168 | $5.6M |
| Mariner, LLC | 0.00% | Reduce -7.5% | 140,559 | $3.4M |
| Renaissance Technologies | 0.00% | New | 131,800 | $3.2M |
| Elmwood Wealth Management, Inc. | 1.05% | Add +396.0% | 124,364 | $3.0M |
| Citadel Advisors | 0.00% | Add +114.8% | 110,954 | $2.7M |
| Keybank National Association | 0.01% | Reduce -9.0% | 106,946 | $2.6M |
| Allworth Financial LP | 0.01% | Reduce -28.5% | 96,261 | $2.3M |
| SteelPeak Wealth, LLC | 0.07% | Reduce -22.9% | 92,807 | $2.2M |
| Northern Trust Corp. | 0.00% | New | 86,261 | $2.1M |
| UBS Group AG | 0.00% | Reduce -17.0% | 85,099 | $2.0M |
| McNaughton Wealth Management, LLC | 0.80% | Reduce -6.5% | 79,082 | $1.9M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Add +90.1% | 77,566 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +19.9% | 75,750 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +20.1% | 72,903 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.1% | 70,822 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -19.4% | 69,768 | $1.7M |
| SimpliFi, Inc. | 0.71% | Add +10.6% | 69,016 | $1.7M |
| Certus Wealth Management, LLC | 0.93% | Add +276.7% | 65,204 | $1.6M |
| Lodestar Private Asset Management LLC | 0.16% | Add +2.1% | 64,152 | $1.5M |
| FMR LLC | 0.00% | Reduce -9.4% | 63,403 | $1.5M |
| Compound Planning, Inc. | 0.05% | Reduce -6.5% | 60,411 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -35.3% | 59,394 | $1.4M |
| Destination Wealth Management | 0.04% | Add +67.0% | 58,868 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +18.9% | 50,319 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +24.9% | 48,218 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.7% | 48,198 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Add +1.6% | 43,896 | $1.0M |
| Impact Investors, Inc | 0.68% | Reduce -46.8% | 43,365 | $1.0M |
| FOCUS Wealth Advisors, LLC | 0.49% | Add +7.4% | 42,336 | $1.0M |
| Cerity Partners LLC | 0.00% | New | 41,779 | $999K |
| Affinity Capital Advisors, LLC | 0.15% | Reduce -21.6% | 41,671 | $999K |
| Cetera Investment Advisers | 0.00% | Add +89.9% | 39,059 | $934K |
| Quantinno Capital Management LP | 0.00% | Add +36.0% | 38,268 | $915K |
| Shared Vision Wealth Group LLC | 0.36% | Add +92.8% | 35,309 | $858K |
| Williams & Novak, LLC | 0.63% | Reduce -13.8% | 34,300 | $820K |
| Mattern Capital Management, LLC | 0.09% | Add +8.9% | 31,939 | $764K |
| Nautilus Advisors LLC | 0.50% | Reduce -17.9% | 30,811 | $737K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -98.2% | 30,738 | $735K |
| Greykasell Wealth Strategies, Inc. | 0.28% | Reduce -36.3% | 27,479 | $657K |
| Susquehanna International Group, LLP | 0.00% | Add +158.8% | 26,306 | $629K |
| Dimension Capital Management LLC | 0.09% | No change | 26,232 | $627K |
| C M Bidwell & Associates Ltd. | 0.29% | Add +15.5% | 25,569 | $612K |
| Omega Financial Group, LLC | 0.20% | Add +0.5% | 25,180 | $602K |
| Atlas Legacy Advisors, LLC | 0.11% | Add +40.6% | 24,840 | $594K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -46.2% | 24,519 | $586K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 23,848 | $570K |
| NWF Advisory Services Inc. | 0.06% | No change | 23,151 | $554K |
| Fisher Asset Management | 0.00% | Reduce -15.4% | 22,000 | $526K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -13.0% | 21,125 | $505K |
| Equitable Holdings, Inc. | 0.00% | Add +0.8% | 21,017 | $503K |
| Raymond James Financial Inc. | 0.00% | Add +13.8% | 20,367 | $487K |
| Sweeney & Michel, LLC | 0.16% | No change | 20,000 | $482K |
| BCS Private Wealth Management, Inc. | 0.17% | No change | 20,000 | $478K |
| Warren Street Wealth Advisors, LLC | 0.14% | Reduce -0.6% | 19,789 | $473K |
| Creative Planning | 0.00% | Add +3.4% | 18,990 | $454K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -21.1% | 18,938 | $453K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -31.8% | 18,051 | $432K |
| Savvy Advisors, Inc. | 0.02% | New | 17,352 | $415K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.4% | 15,239 | $365K |
| Royal Bank of Canada | 0.00% | Add +43.1% | 14,567 | $348K |
| Waddell & Associates, LLC | 0.03% | No change | 14,125 | $338K |
| NorthRock Partners, LLC | 0.01% | New | 12,026 | $288K |
| Laurel Wealth Planning LLC | 0.15% | Add +19.0% | 11,602 | $278K |
| GC Wealth Management RIA, LLC | 0.01% | New | 11,517 | $275K |
| HRT Financial LP | 0.00% | New | 11,457 | $274K |
| Parkshore Wealth Management, Inc. | 0.11% | No change | 11,170 | $267K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +7.3% | 11,050 | $264K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 10,400 | $249K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10,250 | $245K |
| Root Financial Partners, LLC | 0.02% | No change | 10,240 | $245K |
| Twin Peaks Wealth Advisors, LLC | 0.08% | No change | 10,106 | $242K |
| Foronjy Financial LLC | 0.10% | Add +1.1% | 9,958 | $238K |
| Corient Private Wealth LP | 0.00% | No change | 9,729 | $233K |
| Tme Financial, Inc. | 0.17% | Reduce -23.6% | 9,448 | $226K |
| Private Client Services, LLC | 0.07% | New | 8,901 | $213K |
| Elequin Capital, LP | 0.02% | New | 8,819 | $211K |
| Comerica Bank | 0.00% | No change | 8,395 | $201K |
| Rockefeller Capital Management L.P. | 0.00% | New | 8,121 | $194K |
| Farther Finance Advisors, LLC | 0.00% | No change | 8,100 | $194K |
| Global Retirement Partners, LLC | 0.00% | Reduce -38.4% | 7,727 | $185K |
| Ameritas Advisory Services, LLC | 0.01% | New | 7,270 | $174K |
| GAMMA Investing LLC | 0.01% | Reduce -40.4% | 7,230 | $173K |
| Dynamic Wealth Strategies, LLC | 0.11% | Reduce -28.0% | 6,998 | $167K |
| Main Management LLC | 0.01% | No change | 4,705 | $113K |
"% of holder's portfolio" is PWZ's weight in each manager's 13F, not the share of Invesco California Amt-Free the manager owns.