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Disclosery

PWZ INVESCO EXCH TRADED FD TR II

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CALIF AMT MUN (fund)

118 managers (119 13F filers) reported a position in PWZ shares at 2025-09-30, 34,926,414 shares in all. 18 filers opened a position and 8 filers sold out during the quarter.

Managers
118
13F filers
119
New
18
Added
42
Reduced
36
Sold out
8
Shares held by filers
34,926,414

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC18,905,818$452M1.06%+13,733,92213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,238,739$53.6M0.09%+571,68413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,732,806$41.4M1.42%+512,91013F-HRTimeline
Composition Wealth, LLC1,372,251$32.8M0.49%-1,197,40013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.1,302,912$31.2M0.37%-527,45513F-HRTimelineGroup
SYON CAPITAL LLC1,297,219$31M1.67%-54,39913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/985,000$23.6M<0.01%+286,18713F-HR/ATimelineGroup
LPL Financial LLC590,532$14.1M<0.01%+8,27213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY556,727$13.3M<0.01%-59,62613F-HR/ATimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS463,832$11.1M0.41%-489,04613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC462,683$11.1M<0.01%new13F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC446,544$10.7M0.08%+164,11613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC331,281$7.92M0.01%-158,24513F-HRTimelineGroup
Pure Financial Advisors, LLC290,789$6.96M0.11%-13,73913F-HRTimeline
FIRST AMERICAN TRUST, FSB283,793$6.79M0.49%+21,56713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN241,297$5.77M<0.01%+18,08813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO232,168$5.55M<0.01%+66,59713F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC140,559$3.36M<0.01%-11,43113F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC131,800$3.15M<0.01%new13F-HRTimeline
Elmwood Wealth Management, Inc.124,364$2.97M1.05%+99,28913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC110,954$2.65M<0.01%+59,30213F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…106,946$2.56M0.01%-10,62413F-HRTimelineGroup
Allworth Financial LP96,261$2.3M0.01%-38,37513F-HRTimeline
SteelPeak Wealth, LLC92,807$2.22M0.07%-27,59013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP86,261$2.06M<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG85,099$2.04M<0.01%-17,46313F-HRTimelineGroup
McNaughton Wealth Management, LLC79,082$1.89M0.8%-5,49413F-HRTimeline
Hennion & Walsh Asset Management, Inc.77,566$1.86M0.07%+36,76313F-HRTimeline
HighTower Advisors, LLC75,750$1.81M<0.01%+12,59113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.72,903$1.74M<0.01%+12,20513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC70,822$1.69M<0.01%-4,62313F-HRTimelineGroup
Orion Porfolio Solutions, LLC69,768$1.67M0.01%-16,79413F-HRTimeline
SimpliFi, Inc.69,016$1.65M0.71%+6,58513F-HRTimeline
Certus Wealth Management, LLC65,204$1.56M0.93%+47,89513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC64,152$1.53M0.16%+1,35113F-HRTimeline
FMR LLCin group FMR LLC63,403$1.52M<0.01%-6,54813F-HRTimelineGroup
Compound Planning, Inc.60,411$1.45M0.05%-4,23513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC59,394$1.42M<0.01%-32,41513F-HRTimeline
Destination Wealth Management58,868$1.41M0.04%+23,61213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50,319$1.2M<0.01%+7,98113F-HRTimelineGroup
Integrated Wealth Concepts LLC48,218$1.15M0.01%+9,62413F-HRTimeline
Cambridge Investment Research Advisors,…48,198$1.15M<0.01%+82013F-HRTimeline
Prospera Financial Services Inc43,896$1.05M0.02%+68313F-HRTimeline
Impact Investors, Inc43,365$1.04M0.68%-38,06613F-HRTimeline
FOCUS Wealth Advisors, LLC42,336$1.01M0.49%+2,93213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC41,779$999K<0.01%new13F-HRTimelineGroup
Affinity Capital Advisors, LLC41,671$999K0.15%-11,49913F-HRTimeline
Cetera Investment Advisers39,059$934K<0.01%+18,49113F-HRTimeline
Quantinno Capital Management LP38,268$915K<0.01%+10,12413F-HRTimeline
Shared Vision Wealth Group LLC35,309$858K0.36%+17,00013F-HRTimeline
Williams & Novak Wealth Management, LLC34,300$820K0.63%-5,50013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC31,939$764K0.09%+2,59913F-HRTimeline
Nautilus Advisors LLC30,811$737K0.5%-6,70913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,738$735K<0.01%-1,635,71013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.27,479$657K0.28%-15,62913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,306$629K<0.01%+16,14213F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC26,232$627K0.09%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD25,569$612K0.29%+3,43713F-HRTimeline
Omega Financial Group, LLC25,180$602K0.2%+13613F-HRTimeline
Atlas Legacy Advisors, LLC24,840$594K0.11%+7,17713F-HRTimeline
OneDigital Investment Advisors LLC24,519$586K0.01%-21,06113F-HRTimeline
Robertson Stephens Wealth Management, L…23,848$570K0.02%013F-HRTimeline
NWF Advisory Services Inc.23,151$554K0.06%013F-HRTimeline
Fisher Asset Management, LLC22,000$526K<0.01%-4,00013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC21,125$505K0.01%-3,15013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,017$503K<0.01%+16613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC20,367$487K<0.01%+2,46413F-HRTimelineGroup
SWEENEY & MICHEL, LLC20,000$482K0.16%013F-HRTimeline
BCS Private Wealth Management, Inc.20,000$478K0.17%013F-HRTimeline
Warren Street Wealth Advisors, LLC19,789$473K0.14%-11813F-HRTimeline
Creative Planningin group Creative Planning18,990$454K<0.01%+63113F-HRTimelineGroup
WealthPlan Investment Management, LLC18,938$453K0.03%-5,05813F-HRTimeline
Crossmark Global Holdings, Inc.18,051$432K0.01%-8,39713F-HRTimeline
Savvy Advisors, Inc.17,352$415K0.02%new13F-HRTimeline
Avantax Planning Partners, Inc.15,239$365K0.01%-5713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,567$348K<0.01%+4,38913F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC14,125$338K0.03%013F-HRTimeline
NorthRock Partners, LLC12,026$288K0.01%new13F-HRTimeline
Laurel Wealth Planning LLC11,602$278K0.15%+1,85313F-HRTimeline
GC Wealth Management RIA, LLC11,517$275K0.01%new13F-HRTimeline
HRT FINANCIAL LP11,457$274K<0.01%new13F-HRTimeline
Parkshore Wealth Management, Inc.11,170$267K0.11%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC11,050$264K0.01%+75013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,607$254K+7,366Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,400$249K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…10,250$245K<0.01%013F-HRTimeline
Root Financial Partners, LLC10,240$245K0.02%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC10,106$242K0.08%013F-HRTimeline
FORONJY FINANCIAL LLC9,958$238K0.1%+10713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,729$233K<0.01%013F-HRTimelineGroup
TME FINANCIAL, INC.9,448$226K0.17%-2,92713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,901$213K0.07%new13F-HRTimeline
Elequin Capital, LP8,819$211K0.02%new13F-HRTimeline
COMERICA BANK8,395$201K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,121$194K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC8,100$194K<0.01%013F-HRTimeline
Global Retirement Partners, LLC7,727$185K<0.01%-4,81813F-HRTimeline
GAMMA Investing LLC7,230$173K0.01%-4,89913F-HRTimeline
Dynamic Wealth Strategies, LLC6,998$167K0.11%-2,71913F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…4,705$113K0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC3,747$89.6K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,044$72.8K0.03%+2613F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,000$71.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.2,998$71.7K0.03%+1,49913F-HRTimeline
Larson Financial Group LLC2,650$63.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,055$49.2K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC1,664$39.8K<0.01%-15713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,249$29.9K<0.01%+1113F-HRTimelineGroup
FSA Wealth Management LLC592$14.2K0.01%013F-HRTimeline
WFA of San Diego, LLC514$12.3K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.407$9.73K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC393$9.4K<0.01%new13F-HRTimeline
Versant Capital Management, Inc370$8.85K<0.01%013F-HRTimeline
AE Wealth Management LLC206$4.93K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC196$4.69K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS61$1.46K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC40$957<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1$37<0.01%013F-HRTimeline