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Invesco California Amt-Free (PWZ)

CUSIP: 46138E206 | NYSE | 301 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Gerber Kawasaki Wealth & Investment Management2,166,151
1.2% of portfolio›$48.3M
Farther Finance Advisors, LLC306,376
0.0% of portfolio›$6.8M
Plancorp, LLC193,964
0.1% of portfolio›$4.5M
Affinity Capital Advisors, LLC180,526
0.5% of portfolio›$4.0M
Elmwood Wealth Management, Inc.141,111
0.8% of portfolio›$3.1M
Keybank National Association132,208
0.0% of portfolio›$2.9M
Hennion & Walsh Asset Management, Inc.132,064
0.1% of portfolio›$2.9M
Cliftonlarsonallen Wealth Advisors, LLC106,985
0.0% of portfolio›$2.4M
Lodestar Private Asset Management LLC97,238
0.2% of portfolio›$2.2M
SimpliFi, Inc.86,559
0.8% of portfolio›$1.9M
Navigation Group, LLC77,030
0.3% of portfolio›$1.7M
Robertson Stephens Wealth Management, LLC76,970
0.0% of portfolio›$1.7M
SteelPeak Wealth, LLC69,240
0.0% of portfolio›$1.5M
Commonwealth Equity Services, LLC62,162
0.0% of portfolio›$1.4M
Avantax Planning Partners, Inc.61,024
0.0% of portfolio›$1.4M
McNaughton Wealth Management, LLC49,371
0.4% of portfolio›$1.1M
Creative Planning42,491
0.0% of portfolio›$948.0K
Prospera Financial Services Inc39,230
0.0% of portfolio›$905.8K
Focus Wealth Advisors, LLC39,199
0.4% of portfolio›$874.5K
Cambridge Investment Research Advisors, Inc.38,934
0.0% of portfolio›$869.0K
Lido Advisors, LLC36,882
0.0% of portfolio›$822.8K
Mattern Capital Management, LLC31,189
0.1% of portfolio›$695.8K
Omega Financial Group, LLC23,869
0.2% of portfolio›$532.5K
NWF Advisory Services Inc.23,151
0.0% of portfolio›$516.5K
Impact Investors, Inc22,341
0.8% of portfolio›$498.4K
Occidental Asset Management, LLC20,000
0.0% of portfolio›$446.2K
Warren Street Wealth Advisors, LLC19,168
0.1% of portfolio›$427.6K
Nautilus Advisors LLC18,240
0.2% of portfolio›$406.9K
FF Advisors,LLC16,298
0.1% of portfolio›$363.6K
Apella Capital, LLC14,879
0.0% of portfolio›$329.1K
Independent Financial Group, LLC12,727
0.0% of portfolio›$283.9K
Climber Capital SA12,620
0.2% of portfolio›$267.0K
Wedbush Securities Inc12,300
0.0% of portfolio›$274
TME Financial, Inc.11,752
0.2% of portfolio›$262.2K
Laurel Wealth Planning LLC11,246
0.1% of portfolio›$250.9K
Concurrent Investment Advisors, LLC10,400
0.0% of portfolio›$232.0K
SAX Wealth Advisors, LLC10,241
0.0% of portfolio›$228.5K
Aspiriant, LLC10,121
0.0% of portfolio›$225.8K
Mosley Wealth Management7,528
0.0% of portfolio›$170.9K
Creative Financial Designs Inc6,000
0.0% of portfolio›$133.9K
Dynamic Wealth Strategies, LLC5,336
0.1% of portfolio›$119.0K
Root Financial Partners, LLC5,105
0.0% of portfolio›$113.9K
US Bancorp \de\3,508
0.0% of portfolio›$78.3K
Elevation Wealth Partners, LLC3,162
0.0% of portfolio›$70.5K
Larson Financial Group LLC2,650
0.0% of portfolio›$59.1K
Blue Trust, Inc.1,392
0.0% of portfolio›$31.1K
Golden State Wealth Management, LLC543
0.0% of portfolio›$12.1K
Versant Capital Management, Inc370
0.0% of portfolio›$8.3K
StyleTurnoverLocationFiled
Gerber Kawasaki Wealth & Investment Management
2,166,151$48.3M1.2%ETFLowSanta Monica, CA2026-10-29
Farther Finance Advisors, LLC
306,376$6.8M0.0%IndexLowSan Francisco, CA2026-10-08
Plancorp, LLC
193,964$4.5M0.1%ETFLowSaint Louis, MO2026-11-03
Affinity Capital Advisors, LLC
180,526$4.0M0.5%ETFLowBerkeley, CA2026-10-13
Elmwood Wealth Management, Inc.
141,111$3.1M0.8%ETFLowBerkeley, CA2026-10-14
Keybank National Association
132,208$2.9M0.0%CoreLowBrooklyn, OH2026-11-04
Hennion & Walsh Asset Management, Inc.
132,064$2.9M0.1%ValueMediumParsippany, NJ2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
106,985$2.4M0.0%ETFLowMinneapolis, MN2026-10-14
Lodestar Private Asset Management LLC
97,238$2.2M0.2%ETFLowAlamo, CA2026-10-26
SimpliFi, Inc.
86,559$1.9M0.8%ETFMediumSan Diego, CA2026-10-28
Navigation Group, LLC
77,030$1.7M0.3%ETFVery LowRedwood City, CA2026-10-28
Robertson Stephens Wealth Management, LLC
76,970$1.7M0.0%ETFMediumSan Francisco, CA2026-10-16
SteelPeak Wealth, LLC
69,240$1.5M0.0%GrowthHighWoodland Hills, CA2026-10-16
Commonwealth Equity Services, LLC
62,162$1.4M0.0%ETFLowWaltham, MA2026-11-02
Avantax Planning Partners, Inc.
61,024$1.4M0.0%ETFLowDubuque, IA2026-11-03
McNaughton Wealth Management, LLC
49,371$1.1M0.4%ETFLowSan Diego, CA2026-10-09
Creative Planning
42,491$948.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Prospera Financial Services Inc
39,230$905.8K0.0%CoreMediumDallas, TX2026-11-04
Focus Wealth Advisors, LLC
39,199$874.5K0.4%ETFLowHouston, TX2026-10-14
Cambridge Investment Research Advisors, Inc.
38,934$869.0K0.0%ETFLowFairfield, IA2026-11-02
Lido Advisors, LLC
36,882$822.8K0.0%GrowthLowLos Angeles, CA2026-11-04
Mattern Capital Management, LLC
31,189$695.8K0.1%CoreMediumLakewood, CO2026-11-02
Omega Financial Group, LLC
23,869$532.5K0.2%ETFVery LowSanta Barbara, CA2026-10-29
NWF Advisory Services Inc.
23,151$516.5K0.0%GARPLowLos Angeles, CA2026-10-19
Impact Investors, Inc
22,341$498.4K0.8%ETFLowSan Francisco, CA2026-11-02
Occidental Asset Management, LLC
20,000$446.2K0.0%GrowthLowBurlingame, CA2026-11-05
Warren Street Wealth Advisors, LLC
19,168$427.6K0.1%ETFMediumIrvine, CA2026-11-04
Nautilus Advisors LLC
18,240$406.9K0.2%GrowthLowLa Jolla, CA2026-10-07
FF Advisors,LLC
16,298$363.6K0.1%ETFLowManhattan Beach, CA2026-10-21
Apella Capital, LLC
14,879$329.1K0.0%ETFVery LowWest Hartford, CT2026-10-08
Independent Financial Group, LLC
12,727$283.9K0.0%GrowthLowSan Diego, CA2026-10-13
Climber Capital SA
12,620$267.0K0.2%ETFLowNyon, Switzerland2026-10-20
Wedbush Securities Inc
12,300$2740.0%CoreLowPasadena, CA2026-10-22
TME Financial, Inc.
11,752$262.2K0.2%ETFMediumHuntington Beach, CA2026-10-14
Laurel Wealth Planning LLC
11,246$250.9K0.1%ETFLowEdina, MN2026-11-02
Concurrent Investment Advisors, LLC
10,400$232.0K0.0%GrowthMediumTampa, FL2026-10-16
SAX Wealth Advisors, LLC
10,241$228.5K0.0%ETFVery LowParsippany, NJ2026-10-13
Aspiriant, LLC
10,121$225.8K0.0%ETFVery LowLos Angeles, CA2026-10-16
Mosley Wealth Management
7,528$170.9K0.0%ETFHighAnaheim, CA2026-10-16
Creative Financial Designs Inc
6,000$133.9K0.0%ETFMediumKokomo, IN2026-11-04
Dynamic Wealth Strategies, LLC
5,336$119.0K0.1%ETFLowGranite Bay, CA2026-10-16
Root Financial Partners, LLC
5,105$113.9K0.0%ETFMediumEncinitas, CA2026-10-21
US Bancorp \de\
3,508$78.3K0.0%IndexLowMinneapolis, MN2026-11-05
Elevation Wealth Partners, LLC
3,162$70.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Larson Financial Group LLC
2,650$59.1K0.0%GrowthLowSt Louis, MO2026-11-05
Blue Trust, Inc.
1,392$31.1K0.0%ETFLowBrentwood, TN2026-10-15
Golden State Wealth Management, LLC
543$12.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Versant Capital Management, Inc
370$8.3K0.0%GARPLowPhoenix, AZ2026-10-02