INVESCO CALIFORNIA AMT-FREE PWZ
$24.57
+0.2% 52w: $21.98 – $24.57
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data21.9823.2724.57
Jun 20, 2025 Jul 2, 2026
Institutional holders
127
-1 QoQ
13F value
$802.6M
-13.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
2.4×
$1.0M calls / $434K puts
Institutional value by quarter
Number of holders
Who owns PWZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | Wealth advisor | 17.4M | $415.6M | 0.9% | -5.6% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 2.9M | $70.2M | 0.1% | +5.2% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 1.9M | $45.7M | 1.5% | +9.3% |
| Composition Wealth, LLC | Wealth advisor | 1.2M | $29.6M | 0.4% | +3.6% |
| SYON CAPITAL LLC | Other | 1.2M | $28.8M | 1.4% | -6.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.1M | $25.1M | 0.0% | +10.1% |
| GUGGENHEIM CAPITAL LLC | Diversified mechanical | 857.0K | $20.5M | 0.2% | +31.0% |
| EP Wealth Advisors, LLC | Wealth advisor | 751.6K | $17.9M | 0.1% | +1.9% |
| LPL Financial LLC | Bank broker | 633.9K | $15.1M | 0.0% | +6.2% |
| MORGAN STANLEY | Bank broker | 588.3K | $14.0M | 0.0% | +7.2% |
| FIRST FOUNDATION ADVISORS | Other | 379.3K | $9.1M | 0.4% | +15.3% |
| Pure Financial Advisors, LLC | Wealth advisor | 271.6K | $6.5M | 0.1% | -7.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 234.4K | $5.6M | 0.0% | +6.8% |
| JPMORGAN CHASE & CO | Bank broker | 219.5K | $5.2M | 0.0% | -4.1% |
| Robertson Stephens Wealth Management, LLC | Wealth advisor | 198.9K | $4.7M | 0.1% | +279.8% |
| FIRST AMERICAN TRUST, FSB | Other | 177.1K | $4.2M | 0.3% | -32.8% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 155.0K | $3.7M | 0.0% | New |
| Elmwood Wealth Management, Inc. | Wealth advisor | 141.9K | $3.4M | 0.9% | +10.3% |
| Mariner, LLC | Diversified mechanical | 140.6K | $3.4M | 0.0% | -14.3% |
| Chatterton & Associates Inc. | Wealth advisor | 132.4K | $3.2M | 2.2% | +43.3% |
| HighTower Advisors, LLC | Diversified mechanical | 123.9K | $3.0M | 0.0% | +52.2% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 123.0K | $2.9M | 0.0% | +14.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 120.1K | $2.9M | 0.0% | +56.1% |
| Integrated Wealth Concepts LLC | Wealth advisor | 99.8K | $2.4M | 0.0% | +163.9% |
| FMR LLC | Long only active | 92.8K | $2.2M | 0.0% | -0.4% |
| JANE STREET GROUP, LLC | Market maker | 86.7K | $2.1M | 0.0% | -61.4% |
| Allworth Financial LP | Wealth advisor | 86.6K | $2.1M | 0.0% | New |
| SimpliFi, Inc. | Wealth advisor | 86.1K | $2.1M | 0.9% | +3.9% |
| SteelPeak Wealth, LLC | Other | 85.6K | $2.0M | 0.1% | -1.5% |
| UBS Group AG | Bank broker | 82.8K | $2.0M | 0.0% | -3.0% |
| Farther Finance Advisors, LLC | Wealth advisor | 78.6K | $1.9M | 0.0% | +0.9% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | Wealth advisor | 77.9K | $1.9M | 0.2% | +12.3% |
| Navigation Group, LLC | Wealth advisor | 77.0K | $1.8M | 0.4% | — |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 69.9K | $1.7M | 0.0% | +7.3% |
| McNaughton Wealth Management, LLC | Wealth advisor | 69.9K | $1.7M | 0.7% | -7.9% |
| Compound Planning, Inc. | Wealth advisor | 69.7K | $1.7M | 0.1% | +15.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 64.7K | $1.5M | 0.0% | -6.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 59.8K | $1.4M | 0.0% | +5.3% |
| Impact Investors, Inc | Wealth advisor | 45.4K | $1.1M | 0.8% | +0.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 45.3K | $1.1M | 0.0% | -0.9% |
| FOCUS Wealth Advisors, LLC | Wealth advisor | 43.4K | $1.0M | 0.5% | -2.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 42.7K | $1.0M | 0.0% | -13.2% |
| Affinity Capital Advisors, LLC | Wealth advisor | 41.7K | $995K | 0.1% | +0.4% |
| Prospera Financial Services Inc | Diversified mechanical | 37.7K | $899K | 0.0% | -9.4% |
| Atlas Legacy Advisors, LLC | Wealth advisor | 37.5K | $894K | 0.2% | +0.1% |
| Cetera Investment Advisers | Wealth advisor | 37.3K | $891K | 0.0% | -3.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 35.3K | $843K | 0.0% | +12.8% |
| Shared Vision Wealth Group LLC | Wealth advisor | 35.3K | $843K | 0.3% | Held |
| Quantinno Capital Management LP | Diversified mechanical | 35.1K | $837K | 0.0% | -7.6% |
| Destination Wealth Management | Wealth advisor | 33.8K | $807K | 0.0% | +12.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.