Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / CALIF AMT MUN
-
Number of holders
-
67
-
Total 13F shares, excl. options
-
9,598,843
-
Shares change
-
+237,127
-
Total reported value, excl. options
-
$266,366,546
-
Value change
-
+$6,327,487
-
Number of buys
-
38
-
Number of sells
-
-27
-
Price
-
$27.75
Significant Holders of INVESCO EXCH TRADED FD TR II - CALIF AMT MUN (PWZ) as of Q3 2021
80 filings reported holding PWZ - INVESCO EXCH TRADED FD TR II - CALIF AMT MUN as of Q3 2021.
INVESCO EXCH TRADED FD TR II - CALIF AMT MUN (PWZ) has 67 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9,598,843 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (5,640,547 shares), MORGAN STANLEY (446,730 shares), BANK OF AMERICA CORP /DE/ (446,141 shares), Brio Consultants, LLC (437,093 shares), Miracle Mile Advisors, LLC (292,709 shares), Gerber Kawasaki Wealth & Investment Management (251,948 shares), AMERIPRISE FINANCIAL INC (240,991 shares), LPL Financial LLC (215,098 shares), WELLS FARGO & COMPANY/MN (156,825 shares), and FMR LLC (150,868 shares).
This table shows the top 67 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.