Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / CALIF AMT MUN
-
Total 13F shares
-
2,058,624
-
Share change
-
+90,685
-
Total reported value
-
$49,738,624
-
Price per share
-
$24.16
-
Number of holders
-
20
-
Value change
-
+$2,193,219
-
Number of buys
-
11
-
Number of sells
-
6
Institutional Holders of INVESCO EXCH TRADED FD TR II - CALIF AMT MUN (PWZ) as of Q4 2025
As of 31 Dec 2025,
INVESCO EXCH TRADED FD TR II - CALIF AMT MUN (PWZ) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,058,624 shares.
The largest 10 holders included
Stratos Wealth Partners, LTD., Elmwood Wealth Management, Inc., Hennion & Walsh Asset Management, Inc., Chatterton & Associates Inc., SteelPeak Wealth, LLC, McNaughton Wealth Management, LLC, Impact Investors, Inc, FOCUS Wealth Advisors, LLC, Affinity Capital Advisors, LLC, and Nautilus Advisors LLC.
This page lists
20
institutional shareholders reporting positions in this security
for the Q4 2025 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.