INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF

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PWZ·46138E206·US·ETF

PWZ (INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF) is held by 51 institutional investors as of Q2 2026. Largest holders: Wealthfront Advisers LLC ($428.5M), MERCER GLOBAL ADVISORS INC /ADV ($85.3M), BANK OF AMERICA CORP /DE/ ($29.8M). Net institutional sentiment: Bullish.

51

Holders

(7 Elite)

$673.7M

Total Value

69% (51)

Consensus

35 buying - 16 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)69

Insider (Form 4)54

Activist (13D/13G)36

Congressional (STOCK Act)39

Holder Quality

22

★★★★★

Elite

88

★★★★

Strong

30

★★★

Solid

68

★★

Below

41

★

Weak

Held by 51 funds

7 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PWZ.

Top Holders

Top Holders (51)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Wealthfront Advisers LLC	Increased	17.5M(+0.4%)	$428.5M	0.8%	-3.46%	44
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	3.5M(+18.3%)	$85.3M	0.1%	-5.35%	42
BANK OF AMERICA CORP /DE/	Increased	1.2M(+15.4%)	$29.8M	0.0%	-5.43%	33
GUGGENHEIM CAPITAL LLC	Increased	1M(+19.9%)	$25.2M	0.2%	-5.46%	41
EP Wealth Advisors, LLC	Increased	788,637(+4.9%)	$19.3M	0.1%	-3.39%	30
LPL Financial LLC	Increased	682,964(+7.8%)	$16.7M	0.0%	-3.42%	30
MORGAN STANLEY	Increased	625,770(+6.4%)	$15.3M	0.0%	-3.77%	30
JPMORGAN CHASE & CO	Increased	297,671(+35.6%)	$7.3M	0.0%	-5.78%	36
WELLS FARGO & COMPANY/MN	Decreased	183,517(-21.7%)	$4.5M	0.0%	-1.42%	0
HighTower Advisors, LLC	Increased	145,793(+17.7%)	$3.6M	0.0%	-5.30%	31
KEYBANK NATIONAL ASSOCIATION/OH	Increased	133,243(+8.3%)	$3.3M	0.0%	-4.33%	29
JONES FINANCIAL COMPANIES LLLP	Increased	123,367(+2.7%)	$3M	0.0%	-4.57%	27
FMR LLC	Increased	110,870(+19.5%)	$2.7M	0.0%	-5.94%	31
Farther Finance Advisors, LLC	Increased	100,617(+28.0%)	$2.5M	0.0%	-6.56%	33
IWIntegrated Wealth Concepts LLC	Decreased	96,135(-3.6%)	$2.4M	0.0%	-6.66%	0
UBS Group AG	Increased	83,031(+0.3%)	$2M	0.0%	-0.19%	26
JANE STREET GROUP, LLC	Decreased	72,803(-16.0%)	$1.8M	0.0%	-2.67%	0
RAYMOND JAMES FINANCIAL INC	Increased	71,630(+2.5%)	$1.8M	0.0%	-5.69%	26
COMMONWEALTH EQUITY SERVICES, LLC	Increased	63,111(+5.5%)	$1.5M	0.0%	-3.32%	27
AMERIPRISE FINANCIAL INC	Decreased	60,941(-5.8%)	$1.5M	0.0%	-3.03%	0

Showing 1-20 of 55

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PWZINVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer