Invesco California Amt-FreePWZETF
13F holders, Q1 2026 (March 31)127holders −2
13new positions
17sold out
1famous investor
$23.87avg. 13F price*
At the end of Q1 2026, 127 institutions reported holding Invesco California Amt-Free (PWZ) in their 13F filings, down 2 from Q4 2025. 13 opened new positions and 17 sold out. The largest holders were Wealthfront Advisers LLC ($415.6M), Mercer Global Advisors Inc. ($70.2M) and Gerber Kawasaki Wealth & Investment Management ($45.7M). One famous investor held it 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $7.8M |
| Exits | 17 | $12.6M |
All 13F filers, Q4 2025 → Q1 2026: 1,565,793 shares bought and 3,373,538 shares sold, net −1,807,745 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| Wealthfront Advisers LLC | 0.91% | Reduce -5.6% | 17,410,759 | $415.6M |
| Mercer Global Advisors Inc. | 0.10% | Add +5.2% | 2,939,392 | $70.2M |
| Gerber Kawasaki Wealth & Investment Management | 1.45% | Add +9.3% | 1,912,976 | $45.7M |
| Composition Wealth, LLC | 0.41% | Add +3.6% | 1,238,514 | $29.6M |
| Syon Capital LLC | 1.45% | Reduce -6.5% | 1,205,055 | $28.8M |
| Bank of America Corp. | 0.00% | Add +10.1% | 1,053,233 | $25.1M |
| Guggenheim Capital LLC | 0.16% | Add +31.0% | 856,961 | $20.5M |
| EP Wealth Advisors, LLC | 0.09% | Add +1.9% | 751,558 | $17.9M |
| LPL Financial LLC | 0.00% | Add +6.2% | 633,869 | $15.1M |
| Morgan Stanley | 0.00% | Add +7.2% | 588,281 | $14.0M |
| First Foundation Advisors | 0.37% | Add +15.3% | 379,319 | $9.1M |
| Pure Financial Advisors, LLC | 0.09% | Reduce -7.1% | 271,638 | $6.5M |
| Wells Fargo & Company | 0.00% | Add +6.8% | 234,391 | $5.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.1% | 219,513 | $5.2M |
| Robertson Stephens Wealth Management, LLC | 0.13% | Add +279.8% | 198,865 | $4.7M |
| First American Trust, FSB | 0.28% | Reduce -32.8% | 177,081 | $4.2M |
| Beacon Pointe Advisors, LLC | 0.02% | New | 154,995 | $3.7M |
| Elmwood Wealth Management, Inc. | 0.94% | Add +10.3% | 141,912 | $3.4M |
| Mariner, LLC | 0.00% | Reduce -14.3% | 140,618 | $3.4M |
| Chatterton & Associates Inc. | 2.25% | Add +43.3% | 132,412 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +52.2% | 123,870 | $3.0M |
| Keybank National Association | 0.01% | Add +14.5% | 122,985 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +56.1% | 120,130 | $2.9M |
| Integrated Wealth Concepts LLC | 0.02% | Add +163.9% | 99,781 | $2.4M |
| FMR LLC | 0.00% | Reduce -0.4% | 92,762 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -61.4% | 86,711 | $2.1M |
| Allworth Financial LP | 0.01% | New | 86,585 | $2.1M |
| SimpliFi, Inc. | 0.86% | Add +3.9% | 86,140 | $2.1M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -1.5% | 85,605 | $2.0M |
| UBS Group AG | 0.00% | Reduce -3.0% | 82,761 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +0.9% | 78,602 | $1.9M |
| Lodestar Private Asset Management LLC | 0.18% | Add +12.3% | 77,924 | $1.9M |
| Navigation Group, LLC | 0.43% | — | 77,030 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +7.3% | 69,887 | $1.7M |
| McNaughton Wealth Management, LLC | 0.69% | Reduce -7.9% | 69,870 | $1.7M |
| Compound Planning, Inc. | 0.05% | Add +15.1% | 69,690 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.0% | 64,712 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.3% | 59,817 | $1.4M |
| Impact Investors, Inc | 0.75% | Add +0.8% | 45,400 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.9% | 45,252 | $1.1M |
| FOCUS Wealth Advisors, LLC | 0.51% | Reduce -2.4% | 43,383 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.2% | 42,697 | $1.0M |
| Affinity Capital Advisors, LLC | 0.14% | Add +0.4% | 41,668 | $995K |
| Prospera Financial Services Inc | 0.01% | Reduce -9.4% | 37,656 | $899K |
| Atlas Legacy Advisors, LLC | 0.16% | Add +0.1% | 37,451 | $894K |
| Cetera Investment Advisers | 0.00% | Reduce -3.9% | 37,336 | $891K |
| Envestnet Asset Management Inc. | 0.00% | Add +12.8% | 35,313 | $843K |
| Shared Vision Wealth Group LLC | 0.34% | No change | 35,309 | $843K |
| Quantinno Capital Management LP | 0.00% | Reduce -7.6% | 35,059 | $837K |
| Destination Wealth Management | 0.02% | Add +12.3% | 33,816 | $807K |
| C M Bidwell & Associates Ltd. | 0.37% | Add +8.4% | 33,063 | $789K |
| OneDigital Investment Advisors LLC | 0.01% | Add +28.8% | 31,571 | $754K |
| Mattern Capital Management, LLC | 0.09% | Reduce -6.3% | 30,983 | $740K |
| Williams & Novak, LLC | 0.54% | Reduce -15.3% | 29,900 | $717K |
| Dimension Capital Management LLC | 0.09% | No change | 26,232 | $626K |
| Omega Financial Group, LLC | 0.20% | Add +0.6% | 25,937 | $619K |
| Allegiance Financial Group Advisory Services LLC | 0.12% | New | 25,870 | $618K |
| Avantax Planning Partners, Inc. | 0.02% | Add +72.3% | 25,503 | $609K |
| Creative Planning | 0.00% | Add +0.2% | 25,442 | $607K |
| Flow Traders U.S. LLC | 0.02% | Reduce -26.0% | 23,588 | $563K |
| Equitable Holdings, Inc. | 0.00% | Add +9.7% | 23,256 | $562K |
| Journey Strategic Wealth LLC | 0.01% | Add +1.8% | 23,445 | $560K |
| NWF Advisory Services Inc. | 0.06% | No change | 23,151 | $553K |
| Fisher Asset Management | 0.00% | Add +5.0% | 23,108 | $552K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.3% | 22,873 | $546K |
| Sweeney & Michel, LLC | 0.14% | No change | 20,000 | $485K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 20,232 | $483K |
| Cerity Partners LLC | 0.00% | Reduce -46.3% | 20,139 | $481K |
| Hill Island Financial LLC | 0.12% | No change | 20,039 | $478K |
| MML Investors Services, LLC | 0.00% | Reduce -3.0% | 20,015 | $478K |
| BCS Private Wealth Management, Inc. | 0.15% | No change | 20,000 | $477K |
| Nautilus Advisors LLC | 0.33% | Reduce -4.8% | 19,940 | $476K |
| Warren Street Wealth Advisors, LLC | 0.12% | Reduce -1.2% | 19,551 | $467K |
| Greykasell Wealth Strategies, Inc. | 0.16% | Add +0.1% | 17,118 | $409K |
| Royal Bank of Canada | 0.00% | Add +4.2% | 15,645 | $373K |
| Apella Capital, LLC | 0.01% | No change | 14,879 | $363K |
| Betterment LLC | 0.00% | Reduce -0.3% | 14,165 | $338K |
| Waddell & Associates, LLC | 0.02% | No change | 14,125 | $337K |
| Assetmark, Inc. | 0.00% | Add +0.4% | 14,076 | $336K |
| Vise Technologies, Inc. | 0.01% | No change | 13,674 | $330K |
| Savvy Advisors, Inc. | 0.01% | Reduce -11.2% | 13,562 | $324K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -25.2% | 13,204 | $315K |
| Climber Capital SA | 0.20% | Reduce -23.0% | 12,620 | $301K |
| Tme Financial, Inc. | 0.20% | Add +10.1% | 12,274 | $293K |
| NorthRock Partners, LLC | 0.00% | No change | 12,026 | $287K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +13.7% | 11,650 | $278K |
| Laurel Wealth Planning LLC | 0.15% | No change | 11,602 | $277K |
| Stifel Financial Corp. | 0.00% | New | 11,386 | $272K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 11,050 | $264K |
| Ameritas Advisory Services, LLC | 0.01% | New | 10,754 | $257K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,400 | $248K |
| Twin Peaks Wealth Advisors, LLC | 0.06% | No change | 10,106 | $241K |
| Gateway Wealth Partners, LLC | 0.01% | New | 10,000 | $239K |
| Rossby Financial, LCC | 0.05% | No change | 9,893 | $237K |
| Foronjy Financial LLC | 0.10% | Reduce -1.5% | 9,796 | $234K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -99.3% | 9,391 | $224K |
| Fiduciary Financial Advisors | 0.20% | — | 9,384 | $224K |
| Wedbush Securities Inc. | 0.01% | New | 9,350 | $223K |
| CIBC Bancorp USA Inc. | 0.00% | — | 9,239 | $221K |
| IHT Wealth Management, LLC | 0.01% | New | 9,030 | $216K |
| Old Mission Capital LLC | 0.01% | New | 8,938 | $213K |
| Parkshore Wealth Management, Inc. | 0.07% | Reduce -21.6% | 8,812 | $210K |
| Private Client Services, LLC | 0.06% | Add +0.9% | 8,569 | $205K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.4% | 8,423 | $201K |
| Dynamic Wealth Strategies, LLC | 0.07% | Reduce -15.5% | 4,849 | $116K |
| Main Management LLC | 0.01% | Reduce -3.5% | 4,478 | $107K |
| Root Financial Partners, LLC | 0.00% | Reduce -56.6% | 4,443 | $106K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,747 | $91K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +14.2% | 3,767 | $90K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.9% | 3,101 | $74K |
| Creative Financial Designs Inc. | 0.00% | No change | 3,000 | $72K |
| Align Financial, LLC | 0.04% | Reduce -95.9% | 2,940 | $70K |
| BNP Paribas Financial Markets | 0.00% | Add +952.8% | 2,811 | $67K |
| Larson Financial Group LLC | 0.00% | No change | 2,650 | $63K |
| Ameriflex Group, Inc. | 0.03% | Add +1.0% | 2,124 | $51K |
| Simplex Trading, LLC | 0.00% | New | 1,591 | $38K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.9% | 1,272 | $30K |
| Abound Financial, LLC | 0.01% | No change | 754 | $18K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -65.3% | 543 | $13K |
| Versant Capital Management, Inc | 0.00% | No change | 370 | $9K |
| Bank of Montreal | 0.00% | New | 254 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -62.3% | 224 | $5K |
| AE Wealth Management LLC | 0.00% | No change | 206 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 100 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 40 | $955 |
| Aptus Capital Advisors, LLC | 0.00% | New | 17 | $406 |
| Smartleaf Asset Management LLC | 0.00% | No change | 1 | $24 |
"% of holder's portfolio" is PWZ's weight in each manager's 13F, not the share of Invesco California Amt-Free the manager owns.