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Public ownership evidence

Invesco California AMT-Free Municipal Bond ETF (PWZ) Ownership Disclosures

Read PWZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-289,729$238,458None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-203,478,440$85,256,558None
Corient Private Wealth LP2026-06-302026-08-189,729$238,458None
Pure Financial Advisors, LLC2026-06-302026-08-18284,900$6,982,899None
Equitable Holdings, Inc.2026-06-302026-08-1825,981$636,803None
AMERIFLEX GROUP, INC.2026-06-302026-08-152,144$52,542None
MONOGRAPH WEALTH ADVISORS, LLC2026-06-302026-08-159,240$226,472None
SYON CAPITAL LLC2026-06-302026-08-151,231,692$30,188,765None
Qube Research & Technologies Ltd2026-06-302026-08-15348$8,529None
OSAIC HOLDINGS, INC.2026-06-302026-08-15123$3,015None
OSAIC HOLDINGS, INC.2026-06-302026-08-1525,570$626,750None
Betterment LLC2026-06-302026-08-1529,875$732,000None
JANE STREET GROUP, LLC2026-06-302026-08-1572,803$1,784,402None
Fort Point Capital Partners LLC2026-06-302026-08-1513,051$319,880None
Main Management LLC2026-06-302026-08-154,448$109,000None
Orion Porfolio Solutions, LLC2026-06-302026-08-1520,232$495,886None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1521,322$522,602None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1513,882$340,248None
ABOUND FINANCIAL, LLC2026-06-302026-08-15754$18,481None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15227$5,539None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-159,384$230,005None
Destination Wealth Management2026-06-302026-08-1534,942$856,428None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15123,367$3,020,036None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1560,941$1,493,663None
DIMENSION CAPITAL MANAGEMENT LLC2026-06-302026-08-1526,232$642,946None
Cerity Partners LLC2026-06-302026-08-1540,278$987,214None
Cresset Asset Management, LLC2026-06-302026-08-1510,783$264,291None
ROYAL BANK OF CANADA2026-06-302026-08-1518,294$448,000None
CITADEL ADVISORS LLC2026-06-302026-08-1558,069$1,423,271None
Larson Financial Group LLC2026-06-302026-08-152,650$64,952None
FIRST FOUNDATION ADVISORS2026-06-302026-08-15346,102$8,482,960None
FIRST FOUNDATION ADVISORS2026-06-302026-08-1533,777$827,874None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1562,530$1,532,610None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-159,100$223,041None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15102,795$2,519,516None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1580,722$1,978,496None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15406,163$9,955,055None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15809,453$19,839,702None
TWIN PEAKS WEALTH ADVISORS, LLC2026-06-302026-08-1412,857$315,129None
Quantinno Capital Management LP2026-06-302026-08-1437,685$923,659None
Rockefeller Capital Management L.P.2026-06-302026-08-148,481$207,874None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1411,650$285,542None
UBS Group AG2026-06-302026-08-141,040$25,490None
UBS Group AG2026-06-302026-08-1481,991$2,009,599None
Mariner, LLC2026-06-302026-08-1423,001$563,755None
Creative Planning2026-06-302026-08-1420,638$505,837None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-1428$686None
Elequin Capital, LP2026-06-302026-08-1450,028$1,226,186None
CIBC Bancorp USA Inc.2026-06-302026-08-149,239$226,448None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-14267$6,544None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Corient Private Wealth LP ↗Pure Financial Advisors, LLC ↗Equitable Holdings, Inc. ↗AMERIFLEX GROUP, INC. ↗MONOGRAPH WEALTH ADVISORS, LLC ↗SYON CAPITAL LLC ↗Qube Research & Technologies Ltd ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.