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Disclosery

PWZ INVESCO EXCH TRADED FD TR II

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CALIF AMT MUN (fund)

129 managers (129 13F filers) reported a position in PWZ shares at 2025-12-31, 35,331,197 shares in all. 18 filers opened a position and 11 filers sold out during the quarter.

Managers
129
13F filers
129
New
18
Added
43
Reduced
40
Sold out
11
Shares held by filers
35,331,197

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC18,435,141$445M1%-470,67713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,795,200$67.5M0.1%+556,46113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,749,867$42.3M1.48%+17,06113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.1,317,528$31.8M0.36%+14,61613F-HRTimelineGroup
SYON CAPITAL LLC1,288,795$31.1M1.55%-8,42413F-HRTimeline
Composition Wealth, LLC1,195,177$28.9M0.41%-177,07413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/956,413$23.1M<0.01%-28,58713F-HRTimelineGroup
EP Wealth Advisors, LLC737,566$17.8M0.09%13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC654,313$15.8M0.12%+207,76913F-HRTimelineGroup
LPL Financial LLC597,009$14.4M<0.01%+6,47713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY548,762$13.3M<0.01%-7,96513F-HR/ATimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS328,941$7.95M0.3%-134,89113F-HRTimelineGroup
Pure Financial Advisors, LLC292,533$7.07M0.1%+1,74413F-HRTimeline
FIRST AMERICAN TRUST, FSB263,674$6.37M0.44%-20,11913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO228,973$5.53M<0.01%-3,19513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC224,813$5.43M0.01%-106,46813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN219,493$5.3M<0.01%-21,80413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC164,048$3.96M<0.01%+23,48913F-HRTimelineGroup
Elmwood Wealth Management, Inc.128,675$3.11M0.98%+4,31113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…107,379$2.59M0.01%+43313F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.99,712$2.41M0.08%+22,14613F-HRTimeline
FMR LLCin group FMR LLC93,117$2.25M<0.01%+29,71413F-HRTimelineGroup
Chatterton & Associates Inc.92,381$2.23M1.91%13F-HRTimeline
SteelPeak Wealth, LLC86,874$2.1M0.07%-5,93313F-HRTimeline
UBS Group AGin group UBS Group AG85,356$2.06M<0.01%+25713F-HRTimelineGroup
SimpliFi, Inc.82,932$2M0.85%+13,91613F-HRTimeline
HighTower Advisors, LLC81,381$1.97M<0.01%+5,63113F-HRTimeline
Farther Finance Advisors, LLC77,883$1.88M0.02%+69,78313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP76,971$1.86M<0.01%+26,65213F-HRTimelineGroup
McNaughton Wealth Management, LLC75,860$1.83M0.75%-3,22213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP72,628$1.75M<0.01%-13,63313F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.71,743$1.73M0.08%new13F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC69,375$1.68M0.17%+5,22313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC68,875$1.68M<0.01%-1,94713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC65,149$1.57M<0.01%+44,78213F-HRTimelineGroup
Elequin Capital, LP60,957$1.47M0.19%+52,13813F-HRTimeline
Compound Planning, Inc.60,539$1.46M0.04%+12813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC56,788$1.37M<0.01%-2,60613F-HRTimeline
Robertson Stephens Wealth Management, L…52,356$1.26M0.04%+28,50813F-HRTimeline
Cambridge Investment Research Advisors,…49,192$1.19M<0.01%+99413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,677$1.1M<0.01%+19,37113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,193$1.09M<0.01%-417,49013F-HR/ATimelineGroup
Impact Investors, Inc45,028$1.09M0.75%+1,66313F-HRTimeline
FOCUS Wealth Advisors, LLC44,460$1.07M0.5%+2,12413F-HRTimeline
Prospera Financial Services Inc41,555$1M0.02%-2,34113F-HRTimeline
Affinity Capital Advisors, LLC41,487$1M0.14%-18413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC41,304$998K<0.01%-69,65013F-HRTimelineGroup
Cetera Investment Advisers38,862$939K<0.01%-19713F-HRTimeline
Quantinno Capital Management LP37,940$917K<0.01%-32813F-HRTimeline
Integrated Wealth Concepts LLC37,808$913K0.01%-10,41013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC37,527$907K<0.01%-4,25213F-HRTimelineGroup
Atlas Legacy Advisors, LLC37,418$904K0.16%+12,57813F-HRTimeline
Williams & Novak Wealth Management, LLC35,300$853K0.64%+1,00013F-HRTimeline
Shared Vision Wealth Group LLC35,309$853K0.35%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC33,047$798K0.09%+1,10813F-HRTimeline
FLOW TRADERS U.S. LLC31,874$770K0.03%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,312$756K<0.01%+57413F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD30,504$737K0.35%+4,93513F-HRTimeline
Destination Wealth Management30,116$728K0.02%-28,75213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,335$660K<0.01%-45,56813F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC26,232$634K0.09%013F-HRTimeline
FF Advisors,LLC25,990$628K0.28%new13F-HRTimeline
Omega Financial Group, LLC25,777$623K0.21%+59713F-HRTimeline
Creative Planningin group Creative Planning25,392$613K<0.01%+6,40213F-HRTimelineGroup
OneDigital Investment Advisors LLC24,519$592K0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC24,488$592K0.01%new13F-HR/ATimeline
NWF Advisory Services Inc.23,151$559K0.06%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC23,039$557K0.01%+1,91413F-HRTimeline
Fisher Asset Management, LLC22,000$532K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,192$512K<0.01%+17513F-HRTimelineGroup
Nautilus Advisors LLC20,955$506K0.33%-9,85613F-HRTimeline
Wedmont Private Capital20,689$502K0.02%new13F-HRTimeline
MML INVESTORS SERVICES, LLC20,640$499K<0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC20,232$489K<0.01%-49,53613F-HRTimeline
SWEENEY & MICHEL, LLC20,000$485K0.14%013F-HRTimeline
HILL ISLAND FINANCIAL LLC20,039$484K0.12%new13F-HRTimeline
BCS Private Wealth Management, Inc.20,000$483K0.17%013F-HRTimeline
Warren Street Wealth Advisors, LLC19,789$478K0.14%013F-HRTimeline
WealthPlan Investment Management, LLC17,655$427K0.03%-1,28313F-HRTimeline
Greykasell Wealth Strategies, Inc.17,110$413K0.16%-10,36913F-HRTimeline
Climber Capital SA16,395$396K0.26%13F-HRTimeline
Savvy Advisors, Inc.15,279$369K0.01%-2,07313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,010$363K<0.01%+44313F-HRTimelineGroup
Apella Capital, LLC14,879$359K0.01%new13F-HRTimeline
Avantax Planning Partners, Inc.14,804$358K0.01%-43513F-HRTimeline
Betterment LLC14,204$343K<0.01%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC14,125$341K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14,014$339K<0.01%new13F-HRTimelineGroup
Vise Technologies, Inc.13,674$330K0.01%new13F-HRTimeline
Range Advisory, LLC12,548$303K0.08%13F-HRTimeline
NorthRock Partners, LLC12,026$291K<0.01%013F-HRTimeline
Laurel Wealth Planning LLC11,602$280K0.16%013F-HRTimeline
Parkshore Wealth Management, Inc.11,239$272K0.1%+6913F-HRTimeline
TME FINANCIAL, INC.11,147$269K0.19%+1,69913F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC11,050$267K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,400$251K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…10,250$248K<0.01%013F-HRTimeline
Root Financial Partners, LLC10,240$247K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC10,106$246K0.07%013F-HRTimeline
FORONJY FINANCIAL LLC9,942$240K0.1%-1613F-HRTimeline
Rossby Financial, LCC9,893$239K0.08%new13F-HRTimeline
GAMMA Investing LLC9,642$233K0.01%+2,41213F-HRTimeline
Blue Zone Wealth Advisors, LLC9,459$229K0.04%new13F-HRTimeline
HRT FINANCIAL LP8,750$211K<0.01%-2,70713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,488$205K0.06%-41313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,455$204K<0.01%+33413F-HR/ATimelineGroup
ECLECTIC ASSOCIATES INC /ADV8,381$202K0.03%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,734$163K<0.01%new13F-HRTimelineGroup
Dynamic Wealth Strategies, LLC5,741$139K0.08%-1,25713F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…4,641$112K0.01%-6413F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC3,747$90.5K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,299$79.7K-7,308Timeline
ELEVATION WEALTH PARTNERS, LLC3,072$74.2K0.03%+2813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,000$72.5K<0.01%013F-HRTimeline
Align Financial, LLC71,030$71K0.05%13F-HRTimeline
Larson Financial Group LLC2,650$64K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.2,103$50.8K0.03%-89513F-HRTimeline
Golden State Wealth Management, LLC1,564$37.8K<0.01%-10013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,260$30.4K<0.01%+1113F-HRTimelineGroup
Navalign, LLC1,110$26.8K0.01%new13F-HRTimeline
ABOUND FINANCIAL, LLC754$18.2K0.01%new13F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC594$14.4K<0.01%+39813F-HRTimeline
AlphaCore Capital LLC398$9.63K<0.01%new13F-HRTimeline
Versant Capital Management, Inc370$8.94K<0.01%013F-HRTimeline
COMERICA BANK300$7.25K<0.01%-8,09513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS267$6.45K<0.01%+20613F-HRTimelineGroup
AE Wealth Management LLC206$4.98K<0.01%013F-HRTimeline
Parallel Advisors, LLC40$966<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1$37<0.01%013F-HRTimeline