Invesco California Amt-FreePWZETF
13F holders, Q4 2025 (December 31)129holders +10
18new positions
11sold out
2famous investors
$24.11avg. 13F price*
At the end of Q4 2025, 129 institutions reported holding Invesco California Amt-Free (PWZ) in their 13F filings, up 10 from Q3 2025. 18 opened new positions and 11 sold out. The largest holders were Wealthfront Advisers LLC ($445.4M), Mercer Global Advisors Inc. ($67.5M) and Gerber Kawasaki Wealth & Investment Management ($42.3M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $7.5M |
| Exits | 11 | $6.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,499,237 shares bought and 1,958,578 shares sold, net −459,341 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 129 holders
| Wealthfront Advisers LLC | 1.00% | Reduce -2.5% | 18,435,141 | $445.4M |
| Mercer Global Advisors Inc. | 0.10% | Add +24.9% | 2,795,200 | $67.5M |
| Gerber Kawasaki Wealth & Investment Management | 1.48% | Add +1.0% | 1,749,867 | $42.3M |
| Stratos Wealth Partners, LTD. | 0.36% | Add +1.1% | 1,317,528 | $31.8M |
| Syon Capital LLC | 1.55% | Reduce -0.7% | 1,288,795 | $31.1M |
| Composition Wealth, LLC | 0.41% | Reduce -12.9% | 1,195,177 | $28.9M |
| Bank of America Corp. | 0.00% | Reduce -2.9% | 956,413 | $23.1M |
| EP Wealth Advisors, LLC | 0.09% | — | 737,566 | $17.8M |
| Guggenheim Capital LLC | 0.12% | Add +46.5% | 654,313 | $15.8M |
| LPL Financial LLC | 0.00% | Add +1.1% | 597,009 | $14.4M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 548,762 | $13.3M |
| First Foundation Advisors | 0.30% | Reduce -29.1% | 328,941 | $7.9M |
| Pure Financial Advisors, LLC | 0.11% | Add +0.6% | 292,533 | $7.1M |
| First American Trust, FSB | 0.44% | Reduce -7.1% | 263,674 | $6.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.4% | 228,973 | $5.5M |
| Jane Street Group, LLC | 0.01% | Reduce -32.1% | 224,813 | $5.4M |
| Wells Fargo & Company | 0.00% | Reduce -9.0% | 219,493 | $5.3M |
| Mariner, LLC | 0.00% | Add +16.7% | 164,048 | $4.0M |
| Elmwood Wealth Management, Inc. | 0.98% | Add +3.5% | 128,675 | $3.1M |
| Keybank National Association | 0.01% | Add +0.4% | 107,379 | $2.6M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Add +28.6% | 99,712 | $2.4M |
| FMR LLC | 0.00% | Add +46.9% | 93,117 | $2.2M |
| Chatterton & Associates Inc. | 1.91% | — | 92,381 | $2.2M |
| SteelPeak Wealth, LLC | 0.07% | Reduce -6.4% | 86,874 | $2.1M |
| UBS Group AG | 0.00% | Add +0.3% | 85,356 | $2.1M |
| SimpliFi, Inc. | 0.85% | Add +20.2% | 82,932 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +7.4% | 81,381 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +861.5% | 77,883 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +53.0% | 76,971 | $1.9M |
| McNaughton Wealth Management, LLC | 0.75% | Reduce -4.1% | 75,860 | $1.8M |
| Northern Trust Corp. | 0.00% | Reduce -15.8% | 72,628 | $1.8M |
| StoneX Group Inc. | 0.08% | New | 71,743 | $1.7M |
| Lodestar Private Asset Management LLC | 0.17% | Add +8.1% | 69,375 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.8% | 68,875 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +219.9% | 65,149 | $1.6M |
| Elequin Capital, LP | 0.23% | Add +591.2% | 60,957 | $1.5M |
| Compound Planning, Inc. | 0.04% | Add +0.2% | 60,539 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.4% | 56,788 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +119.5% | 52,356 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.1% | 49,192 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +73.6% | 45,677 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -90.2% | 45,193 | $1.1M |
| Impact Investors, Inc | 0.75% | Add +3.8% | 45,028 | $1.1M |
| FOCUS Wealth Advisors, LLC | 0.50% | Add +5.0% | 44,460 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -5.3% | 41,555 | $1.0M |
| Affinity Capital Advisors, LLC | 0.14% | Reduce -0.4% | 41,487 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -62.8% | 41,304 | $998K |
| Cetera Investment Advisers | 0.00% | Reduce -0.5% | 38,862 | $939K |
| Quantinno Capital Management LP | 0.00% | Reduce -0.9% | 37,940 | $917K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -21.6% | 37,808 | $913K |
| Cerity Partners LLC | 0.00% | Reduce -10.2% | 37,527 | $907K |
| Atlas Legacy Advisors, LLC | 0.16% | Add +50.6% | 37,418 | $904K |
| Williams & Novak, LLC | 0.64% | Add +2.9% | 35,300 | $853K |
| Shared Vision Wealth Group LLC | 0.35% | No change | 35,309 | $853K |
| Mattern Capital Management, LLC | 0.09% | Add +3.5% | 33,047 | $798K |
| Flow Traders U.S. LLC | 0.03% | New | 31,874 | $770K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.9% | 31,312 | $756K |
| C M Bidwell & Associates Ltd. | 0.35% | Add +19.3% | 30,504 | $737K |
| Destination Wealth Management | 0.02% | Reduce -48.8% | 30,116 | $728K |
| Osaic Holdings, Inc. | 0.00% | Reduce -62.5% | 27,335 | $660K |
| Dimension Capital Management LLC | 0.09% | No change | 26,232 | $634K |
| FF Advisors,LLC | 0.28% | New | 25,990 | $628K |
| Omega Financial Group, LLC | 0.21% | Add +2.4% | 25,777 | $623K |
| Creative Planning | 0.00% | Add +33.7% | 25,392 | $613K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 24,519 | $592K |
| Axxcess Wealth Management, LLC | 0.01% | New | 24,488 | $592K |
| NWF Advisory Services Inc. | 0.06% | No change | 23,151 | $559K |
| Journey Strategic Wealth LLC | 0.01% | Add +9.1% | 23,039 | $557K |
| Fisher Asset Management | 0.00% | No change | 22,000 | $532K |
| Equitable Holdings, Inc. | 0.00% | Add +0.8% | 21,192 | $512K |
| Nautilus Advisors LLC | 0.33% | Reduce -32.0% | 20,955 | $506K |
| Wedmont Private Capital | 0.02% | New | 20,689 | $502K |
| MML Investors Services, LLC | 0.00% | New | 20,640 | $499K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -71.0% | 20,232 | $489K |
| Sweeney & Michel, LLC | 0.14% | No change | 20,000 | $485K |
| Hill Island Financial LLC | 0.12% | New | 20,039 | $484K |
| BCS Private Wealth Management, Inc. | 0.17% | No change | 20,000 | $483K |
| Warren Street Wealth Advisors, LLC | 0.14% | No change | 19,789 | $478K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -6.8% | 17,655 | $427K |
| Greykasell Wealth Strategies, Inc. | 0.16% | Reduce -37.7% | 17,110 | $413K |
| Climber Capital SA | 0.26% | — | 16,395 | $396K |
| Savvy Advisors, Inc. | 0.01% | Reduce -11.9% | 15,279 | $369K |
| Royal Bank of Canada | 0.00% | Add +3.0% | 15,010 | $363K |
| Apella Capital, LLC | 0.01% | New | 14,879 | $359K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -2.9% | 14,804 | $358K |
| Betterment LLC | 0.00% | New | 14,204 | $343K |
| Waddell & Associates, LLC | 0.02% | No change | 14,125 | $341K |
| Assetmark, Inc. | 0.00% | New | 14,014 | $339K |
| Vise Technologies, Inc. | 0.01% | New | 13,674 | $330K |
| Range Advisory, LLC | 0.08% | — | 12,548 | $303K |
| NorthRock Partners, LLC | 0.00% | No change | 12,026 | $291K |
| Laurel Wealth Planning LLC | 0.16% | No change | 11,602 | $280K |
| Parkshore Wealth Management, Inc. | 0.10% | Add +0.6% | 11,239 | $272K |
| Tme Financial, Inc. | 0.19% | Add +18.0% | 11,147 | $269K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 11,050 | $267K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,400 | $251K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10,250 | $248K |
| Root Financial Partners, LLC | 0.01% | No change | 10,240 | $247K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | No change | 10,106 | $246K |
| Foronjy Financial LLC | 0.10% | Reduce -0.2% | 9,942 | $240K |
"% of holder's portfolio" is PWZ's weight in each manager's 13F, not the share of Invesco California Amt-Free the manager owns.