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Disclosery

PWZ INVESCO EXCH TRADED FD TR II

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CALIF AMT MUN (fund)

126 managers (127 13F filers) reported a position in PWZ shares at 2026-03-31, 33,618,805 shares in all. 13 filers opened a position and 17 filers sold out during the quarter.

Managers
126
13F filers
127
New
13
Added
47
Reduced
40
Sold out
17
Shares held by filers
33,618,805

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC17,410,759$416M0.91%-1,024,38213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,939,392$70.2M0.1%+144,19213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,912,976$45.7M1.45%+163,10913F-HRTimeline
Composition Wealth, LLC1,238,514$29.6M0.41%+43,33713F-HRTimeline
SYON CAPITAL LLC1,205,055$28.8M1.45%-83,74013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,053,233$25.1M<0.01%+96,82013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC856,961$20.5M0.16%+202,64813F-HRTimelineGroup
EP Wealth Advisors, LLC751,558$17.9M0.09%+13,99213F-HRTimeline
LPL Financial LLC633,869$15.1M<0.01%+36,86013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY588,281$14M<0.01%+39,51913F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS379,319$9.05M0.36%+50,37813F-HRTimelineGroup
Pure Financial Advisors, LLC271,638$6.48M0.09%-20,89513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN234,391$5.59M<0.01%+14,89813F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO219,513$5.23M<0.01%-9,46013F-HR/ATimelineGroup
Robertson Stephens Wealth Management, L…198,865$4.75M0.13%+146,50913F-HRTimeline
FIRST AMERICAN TRUST, FSB177,081$4.23M0.28%-86,59313F-HRTimeline
Beacon Pointe Advisors, LLC154,995$3.7M0.02%new13F-HRTimeline
Elmwood Wealth Management, Inc.141,912$3.39M0.94%+13,23713F-HRTimeline
Mariner, LLCin group Mariner, LLC140,618$3.36M<0.01%-23,43013F-HRTimelineGroup
Chatterton & Associates Inc.132,412$3.21M2.25%+40,03113F-HRTimeline
HighTower Advisors, LLC123,870$2.96M<0.01%+42,48913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…122,985$2.94M0.01%+15,60613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP120,130$2.85M<0.01%+43,15913F-HRTimelineGroup
Integrated Wealth Concepts LLC99,781$2.38M0.02%+61,97313F-HRTimeline
FMR LLCin group FMR LLC92,762$2.21M<0.01%-35513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC86,711$2.07M<0.01%-138,10213F-HRTimelineGroup
Allworth Financial LP86,585$2.07M0.01%new13F-HRTimeline
SimpliFi, Inc.86,140$2.06M0.86%+3,20813F-HRTimeline
SteelPeak Wealth, LLC85,605$2.04M0.06%-1,26913F-HRTimeline
UBS Group AGin group UBS Group AG82,761$1.98M<0.01%-2,59513F-HRTimelineGroup
Farther Finance Advisors, LLC78,602$1.88M0.02%+71913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC77,924$1.86M0.18%+8,54913F-HRTimeline
Navigation Group, LLC77,030$1.84M0.43%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC69,887$1.67M<0.01%+4,73813F-HRTimelineGroup
McNaughton Wealth Management, LLC69,870$1.67M0.69%-5,99013F-HRTimeline
Compound Planning, Inc.69,690$1.66M0.05%+9,15113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC64,712$1.54M<0.01%-4,16313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC59,817$1.43M<0.01%+3,02913F-HRTimeline
Impact Investors, Inc45,400$1.08M0.75%+37213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,252$1.08M<0.01%-42513F-HRTimelineGroup
FOCUS Wealth Advisors, LLC43,383$1.04M0.51%-1,07713F-HRTimeline
Cambridge Investment Research Advisors,…42,697$1.02M<0.01%-6,49513F-HRTimeline
Affinity Capital Advisors, LLC41,668$995K0.14%+18113F-HRTimeline
Prospera Financial Services Inc37,656$899K0.01%-3,89913F-HRTimeline
Atlas Legacy Advisors, LLC37,451$894K0.16%+3313F-HRTimeline
Cetera Investment Advisers37,336$891K<0.01%-1,52613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC35,313$843K<0.01%+4,00113F-HRTimelineGroup
Shared Vision Wealth Group LLC35,309$843K0.34%013F-HRTimeline
Quantinno Capital Management LP35,059$837K<0.01%-2,88113F-HRTimeline
Destination Wealth Management33,816$807K0.02%+3,70013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD33,063$789K0.37%+2,55913F-HRTimeline
OneDigital Investment Advisors LLC31,571$754K0.01%+7,05213F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC30,983$740K0.09%-2,06413F-HRTimeline
Williams & Novak Wealth Management, LLC29,900$717K0.54%-5,40013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC26,232$626K0.09%013F-HRTimeline
Omega Financial Group, LLC25,937$619K0.2%+16013F-HRTimeline
Allegiance Financial Group Advisory Ser…25,870$618K0.12%new13F-HRTimeline
Avantax Planning Partners, Inc.25,503$609K0.02%+10,69913F-HRTimeline
Creative Planningin group Creative Planning25,442$607K<0.01%+5013F-HRTimelineGroup
FLOW TRADERS U.S. LLC23,588$563K0.02%-8,28613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,256$562K<0.01%+2,06413F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC23,445$560K0.01%+40613F-HRTimeline
NWF Advisory Services Inc.23,151$553K0.06%013F-HRTimeline
Fisher Asset Management, LLC23,108$552K<0.01%+1,10813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,873$546K<0.01%-4,46213F-HRTimelineGroup
SWEENEY & MICHEL, LLC20,000$485K0.14%013F-HRTimeline
Orion Porfolio Solutions, LLC20,232$483K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,139$481K<0.01%-17,38813F-HRTimelineGroup
HILL ISLAND FINANCIAL LLC20,039$478K0.12%013F-HRTimeline
MML INVESTORS SERVICES, LLC20,015$478K<0.01%-62513F-HRTimeline
BCS Private Wealth Management, Inc.20,000$477K0.15%013F-HRTimeline
Nautilus Advisors LLC19,940$476K0.33%-1,01513F-HRTimeline
Warren Street Wealth Advisors, LLC19,551$467K0.12%-23813F-HRTimeline
Greykasell Wealth Strategies, Inc.17,118$409K0.16%+813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,645$373K<0.01%+63513F-HRTimelineGroup
Apella Capital, LLC14,879$363K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding14,521$347K+11,222Timeline
Betterment LLC14,165$338K<0.01%-3913F-HRTimeline
WADDELL & ASSOCIATES, LLC14,125$337K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14,076$336K<0.01%+6213F-HRTimelineGroup
Vise Technologies, Inc.13,674$330K0.01%013F-HRTimeline
Savvy Advisors, Inc.13,562$324K0.01%-1,71713F-HRTimeline
WealthPlan Investment Management, LLC13,204$315K0.02%-4,45113F-HRTimeline
Climber Capital SA12,620$301K0.2%-3,77513F-HRTimeline
TME FINANCIAL, INC.12,274$293K0.2%+1,12713F-HRTimeline
NorthRock Partners, LLC12,026$287K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…11,650$278K<0.01%+1,40013F-HRTimeline
Laurel Wealth Planning LLC11,602$277K0.15%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,386$272K<0.01%new13F-HRTimelineGroup
CLIFFORD SWAN INVESTMENT COUNSEL LLC11,050$264K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,400$248K<0.01%013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC10,106$241K0.06%013F-HRTimeline
Gateway Wealth Partners, LLC10,000$239K0.01%new13F-HRTimeline
Rossby Financial, LCC9,893$237K0.05%013F-HRTimeline
FORONJY FINANCIAL LLC9,796$234K0.1%-14613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,391$224K<0.01%-1,308,13713F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS9,384$224K0.2%13F-HRTimeline
WEDBUSH SECURITIES INC9,350$223K0.01%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.9,239$221K<0.01%13F-HRTimelineGroup
IHT Wealth Management, LLC9,030$216K0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC8,938$213K0.01%new13F-HRTimeline
Parkshore Wealth Management, Inc.8,812$210K0.07%-2,42713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,569$205K0.06%+8113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,423$201K<0.01%-3213F-HRTimelineGroup
Dynamic Wealth Strategies, LLC4,849$116K0.07%-89213F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…4,478$107K0.01%-16313F-HRTimelineGroup
Root Financial Partners, LLC4,443$106K<0.01%-5,79713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,747$90.7K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,101$74K0.03%+2913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,000$71.6K<0.01%013F-HRTimeline
Align Financial, LLC2,940$70.2K0.04%-68,09013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,811$67.1K<0.01%+2,54413F-HRTimelineGroup
Larson Financial Group LLC2,650$63.3K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.2,124$50.7K0.03%+2113F-HRTimeline
SIMPLEX TRADING, LLC1,591$38K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,272$30.4K<0.01%+1213F-HR/ATimelineGroup
ABOUND FINANCIAL, LLC754$18K0.01%013F-HRTimeline
Golden State Wealth Management, LLC543$13K<0.01%-1,02113F-HRTimeline
Versant Capital Management, Inc370$8.83K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/254$6.06K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC224$5.35K<0.01%-37013F-HRTimeline
AE Wealth Management LLC206$4.92K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.100$2.39K<0.01%new13F-HRTimeline
Parallel Advisors, LLC40$955<0.01%013F-HR/ATimeline
Aptus Capital Advisors, LLC17$406<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC1$24<0.01%013F-HRTimeline