Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / CALIF AMT MUN
-
Total 13F shares
-
21,459,037
-
Share change
-
-3,029,202
-
Total reported value
-
$533,672,967
-
Price per share
-
$24.87
-
Number of holders
-
85
-
Value change
-
-$75,539,231
-
Number of buys
-
45
-
Number of sells
-
34
Institutional Holders of INVESCO EXCH TRADED FD TR II - CALIF AMT MUN (PWZ) as of Q1 2024
As of 31 Mar 2024,
INVESCO EXCH TRADED FD TR II - CALIF AMT MUN (PWZ) was held by
85 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
21,459,037 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., FIRST FOUNDATION ADVISORS, Miracle Mile Advisors, LLC, Stratos Wealth Partners, LTD., Gerber Kawasaki Wealth & Investment Management, EP Wealth Advisors, LLC, WELLS FARGO & COMPANY/MN, ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY, and LPL Financial LLC.
This page lists
86
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| 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.