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Disclosery

PWZ INVESCO EXCH TRADED FD TR II

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CALIF AMT MUN (fund)

113 managers (113 13F filers) reported a position in PWZ shares at 2025-06-30, 23,697,793 shares in all. 9 filers opened a position and 19 filers sold out during the quarter.

Managers
113
13F filers
113
New
9
Added
35
Reduced
39
Sold out
19
Shares held by filers
23,697,793

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC5,171,896$121M0.31%+5,024,73713F-HRTimeline
Composition Wealth, LLC2,569,651$60M1.01%+48,89513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.1,830,367$42.7M0.58%+37,32513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,667,055$38.9M0.09%+227,70713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,666,448$38.9M0.01%+239,88313F-HRTimelineGroup
SYON CAPITAL LLC1,351,618$31.5M2.09%+303,47813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,219,896$28.5M1.1%-92,96313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS952,878$22.2M0.82%-162,20713F-HRTimelineGroup
EP Wealth Advisors, LLC834,086$19.5M0.13%-33,31013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/698,813$16.3M<0.01%-160,33813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY616,353$14.4M<0.01%-23,46813F-HRTimelineGroup
LPL Financial LLC582,260$13.6M<0.01%+4,18513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC489,526$11.4M0.02%+220,94813F-HRTimelineGroup
Pure Financial Advisors, LLC304,528$7.11M0.13%+243,94913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC282,428$6.59M0.05%+113,04313F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB262,226$6.12M0.49%-62,52113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN223,209$5.21M<0.01%-103,03513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO165,571$3.86M<0.01%-234,73213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC151,990$3.55M0.01%+22,72813F-HRTimelineGroup
Allworth Financial LP134,636$3.14M0.02%-51,45413F-HRTimeline
SteelPeak Wealth, LLC120,397$2.81M0.11%+7,70813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…117,570$2.74M0.01%+5,33113F-HRTimelineGroup
UBS Group AGin group UBS Group AG102,562$2.39M<0.01%+12,40213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC91,809$2.14M<0.01%+37,06913F-HRTimeline
Orion Porfolio Solutions, LLC86,562$2.02M0.02%-6,15813F-HR/ATimeline
McNaughton Wealth Management, LLC84,576$1.97M0.88%+17,63413F-HRTimeline
Impact Investors, Inc81,431$1.9M1.34%-7,64213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC75,445$1.76M<0.01%-321,51313F-HRTimelineGroup
FMR LLCin group FMR LLC69,951$1.63M<0.01%-134,85013F-HRTimelineGroup
Compound Planning, Inc.64,646$1.51M0.06%+20,89513F-HRTimeline
HighTower Advisors, LLC63,159$1.47M<0.01%+1,16913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC62,801$1.47M0.17%-17,04413F-HRTimeline
SimpliFi, Inc.62,431$1.46M0.64%+2,98213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.60,698$1.42M<0.01%+48,12413F-HR/ATimelineGroup
Affinity Capital Advisors, LLC53,170$1.24M0.21%-136,63713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC51,652$1.21M<0.01%-14,69213F-HRTimelineGroup
Cambridge Investment Research Advisors,…47,378$1.11M<0.01%-4,86913F-HRTimeline
OneDigital Investment Advisors LLC45,580$1.06M0.01%-69,80413F-HRTimeline
Prospera Financial Services Inc43,213$1.01M0.02%-1,76213F-HRTimeline
Greykasell Wealth Strategies, Inc.43,108$1.01M0.48%+42313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP42,338$985K<0.01%+28,78013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.40,803$952K0.04%+7,24313F-HRTimeline
Williams & Novak Wealth Management, LLC39,800$929K0.79%+2,10013F-HRTimeline
FOCUS Wealth Advisors, LLC39,404$920K0.48%+2,13513F-HRTimeline
Integrated Wealth Concepts LLC38,594$901K0.01%+2,27513F-HRTimeline
Nautilus Advisors LLC37,520$876K0.64%013F-HRTimeline
Destination Wealth Management35,256$823K0.02%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC29,340$685K0.08%+1,19913F-HRTimeline
Quantinno Capital Management LP28,144$657K<0.01%new13F-HRTimeline
Crossmark Global Holdings, Inc.26,448$617K0.01%-90813F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC26,232$612K0.1%013F-HRTimeline
Fisher Asset Management, LLC26,000$607K<0.01%013F-HRTimeline
Elmwood Wealth Management, Inc.25,075$585K0.23%+65013F-HRTimeline
Omega Financial Group, LLC25,044$585K0.21%+13913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC24,275$567K0.02%-50,96013F-HRTimeline
WealthPlan Investment Management, LLC23,996$560K0.04%new13F-HRTimeline
Robertson Stephens Wealth Management, L…23,848$557K0.02%013F-HRTimeline
NWF Advisory Services Inc.23,151$540K0.06%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD22,132$517K0.27%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,851$487K<0.01%-10,62713F-HRTimelineGroup
Cetera Investment Advisers20,568$480K<0.01%+1,03513F-HRTimeline
BCS Private Wealth Management, Inc.20,000$467K0.18%13F-HRTimeline
Warren Street Wealth Advisors, LLC19,907$465K0.15%-66513F-HRTimeline
SWEENEY & MICHEL, LLC20,000$464K0.16%-2,00013F-HRTimeline
Creative Planningin group Creative Planning18,359$428K<0.01%-4,68413F-HRTimelineGroup
Shared Vision Wealth Group LLC18,309$419K0.21%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,903$418K<0.01%-7,42913F-HRTimelineGroup
Atlas Legacy Advisors, LLC17,663$412K0.09%-427,32513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,416$406K<0.01%-5,44613F-HRTimelineGroup
Certus Wealth Management, LLC17,309$404K0.26%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,332$381K<0.01%-28513F-HRTimeline
Climber Capital SA16,395$381K0.24%013F-HRTimeline
Avantax Planning Partners, Inc.15,296$357K0.01%-9,85213F-HRTimeline
WADDELL & ASSOCIATES, LLC14,125$330K0.04%013F-HRTimeline
Global Retirement Partners, LLC12,545$293K0.01%13F-HRTimeline
TME FINANCIAL, INC.12,375$289K0.23%-6,89213F-HRTimeline
GAMMA Investing LLC12,129$283K0.02%-7,58313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…11,405$266K<0.01%new13F-HRTimeline
WCG Wealth Advisors LLC11,204$262K0.02%new13F-HRTimeline
Parkshore Wealth Management, Inc.11,170$261K0.13%-9,35813F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC10,300$240K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…10,250$239K<0.01%-15713F-HRTimeline
Root Financial Partners, LLC10,240$239K0.02%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,178$238K<0.01%-8,53213F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,164$237K<0.01%-333,06913F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC10,106$234K0.08%013F-HRTimeline
Rossby Financial, LCC10,000$233K0.09%013F-HRTimeline
Southland Equity Partners LLC9,950$232K0.05%013F-HRTimeline
FORONJY FINANCIAL LLC9,851$230K0.11%13F-HRTimeline
Laurel Wealth Planning LLC9,749$228K0.13%-53913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,729$227K<0.01%new13F-HR/ATimelineGroup
Dynamic Wealth Strategies, LLC9,717$227K0.16%-24,55213F-HRTimeline
HILL ISLAND FINANCIAL LLC8,858$207K0.06%+2613F-HRTimeline
COMERICA BANK8,395$196K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC8,100$189K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…4,705$110K0.01%-4013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC3,747$87.5K<0.01%+2,31713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,241$75.6K-17,389Timeline
ELEVATION WEALTH PARTNERS, LLC3,018$70.4K0.03%+2613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,000$70K0.01%013F-HRTimeline
Larson Financial Group LLC2,650$61.9K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,055$48K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC1,821$42.5K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,499$34.9K0.02%013F-HRTimeline
S.A. Mason LLC1,300$30.3K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,238$28.9K<0.01%+1113F-HRTimelineGroup
FSA Wealth Management LLC592$13.8K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.407$9.5K<0.01%013F-HRTimeline
Versant Capital Management, Inc370$8.64K<0.01%013F-HRTimeline
IFP Advisors, Inc287$6.7K<0.01%013F-HRTimeline
Parallel Advisors, LLC40$934<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1$23<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.