INVESCO CALIFORNIA AMT-FREE (PWZ) Institutional Ownership and Insiders Activity
INVESCO CALIFORNIA AMT-FREE (PWZ) is widely held by institutional investors, with 123 firms reporting positions valued at approximately $863.46M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Wealthfront Advisers Llc is the largest disclosed holder, reporting approximately $428.51M in PWZ holdings in its latest filing.
Institutional Holders
123
Total Reported Value
$863.46M
Largest Holder
Wealthfront Advisers Llc
Largest Position
$428.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
20
Top Institutional Owners
View allInvestorReported Balance
- Wealthfront Advisers Llc$428.51M
- Mercer Global Advisors Inc$85.26M
- Gerber Kawasaki Wealth & Investment Management$48.33M
- Composition Wealth, Llc$30.50M
- Syon Capital Llc$30.19M