Q3 2021 13F Holders as of 9/30/2021
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Type / Class
-
Equity / CALIF AMT MUN
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Number of holders
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67
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Total shares
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9.6M
-
Shares change
-
-14.8K
-
Total reported value, excl. options
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$266M
-
Value change
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-$664K
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Number of buys
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37
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Number of sells
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-27
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Price
-
$27.75
Significant Holders of INVESCO EXCH TRADED FD TR II - CALIF AMT MUN (PWZ) as of Q3 2021
66 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 9.6M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (5.64M shares), MORGAN STANLEY (447K shares), BANK OF AMERICA CORP /DE/ (446K shares), Brio Consultants, LLC (437K shares), Miracle Mile Advisors, LLC (293K shares), Gerber Kawasaki Wealth & Investment Management (252K shares), AMERIPRISE FINANCIAL INC (241K shares), LPL Financial LLC (215K shares), WELLS FARGO & COMPANY/MN (157K shares), and FMR LLC (151K 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.