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Disclosery

PWZ INVESCO EXCH TRADED FD TR II

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CALIF AMT MUN (fund)

130 managers (130 13F filers) reported a position in PWZ shares at 2026-06-30, 35,417,932 shares in all. 18 filers opened a position and 15 filers sold out during the quarter.

Managers
130
13F filers
130
New
18
Added
60
Reduced
27
Sold out
15
Shares held by filers
35,417,932

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Wealthfront Advisers LLC17,483,077$429M0.82%+72,31813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,478,440$85.3M0.11%+539,04813F-HR/ATimeline
Gerber Kawasaki Wealth & Investment Man…2,093,022$51.3M1.37%+180,04613F-HRTimeline
Composition Wealth, LLC1,244,215$30.5M0.36%+5,70113F-HRTimeline
SYON CAPITAL LLC1,231,692$30.2M1.32%+26,63713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,215,616$29.8M<0.01%+162,38313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,027,646$25.2M0.16%+170,68513F-HRTimelineGroup
EP Wealth Advisors, LLC788,637$19.3M0.07%+37,07913F-HRTimeline
LPL Financial LLC682,964$16.7M<0.01%+49,09513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY625,770$15.3M<0.01%+37,48913F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS379,879$9.31M0.33%+56013F-HRTimelineGroup
Shared Vision Wealth Group LLC310,889$7.62M2.62%+275,58013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO297,671$7.31M<0.01%+78,15813F-HRTimelineGroup
Pure Financial Advisors, LLC284,900$6.98M0.09%+13,26213F-HRTimeline
Robertson Stephens Wealth Management, L…238,198$5.84M0.14%+39,33313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN183,517$4.5M<0.01%-50,87413F-HRTimelineGroup
Integrated Wealth Concepts LLC175,464$4.3M0.02%+75,68313F-HRTimeline
FIRST AMERICAN TRUST, FSB169,374$4.15M0.25%-7,70713F-HRTimeline
HighTower Advisors, LLC145,793$3.57M<0.01%+21,92313F-HRTimeline
Chatterton & Associates Inc.144,898$3.54M2.08%+12,48613F-HRTimeline
Elmwood Wealth Management, Inc.141,077$3.46M0.86%-83513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…133,243$3.27M0.01%+10,25813F-HRTimelineGroup
Affinity Capital Advisors, LLC123,281$3.03M0.37%+81,61313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP123,367$3.02M<0.01%+3,23713F-HRTimelineGroup
FMR LLCin group FMR LLC110,870$2.72M<0.01%+18,10813F-HRTimelineGroup
Farther Finance Advisors, LLC100,617$2.47M0.02%+22,01513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC89,454$2.19M0.19%+11,53013F-HRTimeline
SimpliFi, Inc.85,725$2.1M0.83%-41513F-HRTimeline
UBS Group AGin group UBS Group AG83,031$2.04M<0.01%+27013F-HRTimelineGroup
Navigation Group, LLC77,030$1.89M0.37%013F-HRTimeline
SteelPeak Wealth, LLC74,450$1.82M0.05%-11,15513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC72,803$1.78M<0.01%-13,90813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC71,630$1.76M<0.01%+1,74313F-HRTimelineGroup
McNaughton Wealth Management, LLC63,304$1.55M0.55%-6,56613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC63,111$1.55M<0.01%+3,29413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…61,770$1.51M0.04%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC60,941$1.49M<0.01%-3,77113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC58,069$1.42M<0.01%new13F-HRTimelineGroup
Elequin Capital, LP50,028$1.23M0.04%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC48,510$1.19M0.02%new13F-HRTimeline
Private Advisor Group, LLC47,308$1.16M0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC46,329$1.14M<0.01%+11,01613F-HRTimelineGroup
Compound Planning, Inc.45,611$1.12M0.03%-24,07913F-HRTimeline
Cetera Investment Advisers45,549$1.12M<0.01%+8,21313F-HRTimeline
FOCUS Wealth Advisors, LLC43,481$1.07M0.49%+9813F-HRTimeline
Cambridge Investment Research Advisors,…40,960$1M<0.01%-1,73713F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC40,278$987K<0.01%+20,13913F-HRTimelineGroup
Global Retirement Partners, LLC39,422$966K0.01%13F-HRTimeline
Prospera Financial Services Inc38,693$948K0.01%+1,03713F-HRTimeline
OneDigital Investment Advisors LLC38,626$947K0.01%+7,05513F-HRTimeline
Atlas Legacy Advisors, LLC37,887$929K0.14%+43613F-HRTimeline
Quantinno Capital Management LP37,685$924K<0.01%+2,62613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,204$863K<0.01%-10,04813F-HRTimelineGroup
Destination Wealth Management34,942$856K0.02%+1,12613F-HRTimeline
Impact Investors, Inc33,293$816K0.6%-12,10713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD33,063$810K0.33%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC31,256$766K0.09%+27313F-HRTimeline
Williams & Novak, LLC29,900$733K0.49%013F-HRTimeline
Betterment LLC29,875$732K<0.01%+15,71013F-HRTimeline
Omega Financial Group, LLC26,548$651K0.2%+61113F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC26,232$643K0.08%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,981$637K<0.01%+2,72513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,693$630K<0.01%+2,82013F-HRTimelineGroup
Avantax Planning Partners, Inc.25,503$625K0.02%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC24,957$612K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC24,285$595K<0.01%+4,27013F-HRTimeline
NWF Advisory Services Inc.23,151$567K0.05%013F-HRTimeline
Mariner, LLCin group Mariner, LLC23,001$564K<0.01%-117,61713F-HRTimelineGroup
Fisher Asset Management, LLC22,461$551K<0.01%-64713F-HRTimeline
Creative Planningin group Creative Planning20,638$506K<0.01%-4,80413F-HRTimelineGroup
Orion Porfolio Solutions, LLC20,232$496K<0.01%013F-HRTimeline
Savvy Advisors, Inc.20,126$493K0.01%+6,56413F-HRTimeline
BCS Private Wealth Management, Inc.20,000$490K0.15%013F-HRTimeline
SWEENEY & MICHEL, LLC20,000$483K0.13%013F-HRTimeline
Warren Street Wealth Advisors, LLC19,369$475K0.11%-18213F-HRTimeline
Nautilus Advisors LLC19,240$470K0.28%-70013F-HRTimeline
SEEDS INVESTOR LLC18,882$463K0.05%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,294$448K<0.01%+2,64913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,085$443K<0.01%+6,69913F-HRTimelineGroup
Apella Capital, LLC14,879$365K0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,746$361K0.01%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC14,125$346K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14,039$344K<0.01%-3713F-HRTimelineGroup
WEDBUSH SECURITIES INC13,550$332K0.01%+4,20013F-HRTimeline
WealthPlan Investment Management, LLC13,187$323K0.02%-1713F-HRTimeline
Fort Point Capital Partners LLC13,051$320K0.03%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC12,857$315K0.07%+2,75113F-HRTimeline
Climber Capital SA12,620$309K0.19%013F-HRTimeline
TME FINANCIAL, INC.12,308$302K0.19%+3413F-HRTimeline
Steward Partners Investment Advisory, L…11,650$286K<0.01%013F-HRTimeline
Werba Rubin Papier Wealth Management11,440$280K0.03%new13F-HRTimeline
Laurel Wealth Planning LLC11,246$276K0.12%-35613F-HRTimeline
Cresset Asset Management, LLC10,783$264K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,400$255K<0.01%013F-HRTimelineGroup
FORONJY FINANCIAL LLC10,243$251K0.09%+44713F-HRTimeline
HILL ISLAND FINANCIAL LLC10,239$251K0.05%-9,80013F-HRTimeline
Rossby Financial, LCC9,893$242K0.04%013F-HRTimeline
FF Advisors,LLC9,824$241K0.09%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,729$238K<0.01%new13F-HR/ATimelineGroup
FIDUCIARY FINANCIAL ADVISORS9,611$236K0.02%+22713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC9,240$226K0.02%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.9,239$226K<0.01%013F-HRTimelineGroup
NorthRock Partners, LLC9,013$221K<0.01%-3,01313F-HRTimeline
Parkshore Wealth Management, Inc.8,896$218K0.06%+8413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,650$212K0.06%+8113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,481$208K<0.01%+5813F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.8,420$206K0.07%-8,69813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,000$147K0.01%+3,00013F-HRTimeline
Dynamic Wealth Strategies, LLC5,140$126K0.07%+29113F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…4,448$109K0.01%-3013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding3,787$92.8K-10,734Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,747$91.8K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,131$76.7K0.02%+3013F-HRTimeline
Larson Financial Group LLC2,650$65K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.2,144$52.5K0.02%+2013F-HRTimeline
PETERSON WEALTH MANAGEMENT1,548$37.9K0.02%new13F-HRTimeline
SIMPLEX TRADING, LLC1,454$35.6K<0.01%-13713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,284$31.5K<0.01%+1213F-HRTimelineGroup
Aptus Capital Advisors, LLC798$19.6K<0.01%+78113F-HRTimeline
ABOUND FINANCIAL, LLC754$18.5K0.01%013F-HRTimeline
Golden State Wealth Management, LLC543$13.3K<0.01%013F-HRTimeline
Arax Advisory Partners528$12.9K<0.01%new13F-HRTimeline
Versant Capital Management, Inc370$9.07K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd348$8.53K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…284$6.96K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS267$6.54K<0.01%-2,54413F-HRTimelineGroup
AE Wealth Management LLC206$5.05K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.100$2.45K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC28$686<0.01%-19613F-HRTimeline
Smartleaf Asset Management LLC1$25<0.01%013F-HRTimeline