PWZ

Invesco California Amt-free

Latest period2024 - Q4Total superinvestors16

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 16 superinvestors own shares of Invesco California Amt-free (PWZ), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco California Amt-free (PWZ), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco California Amt-free (PWZ) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco California Amt-free (PWZ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 111.89%
0.02%
$429,879
17,404 shares@ 24.71 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
New Position
0.01%
$255,053
10,326 shares@ 24.71 avg price
Martin R. Curiel@Myecfo, Llc
Recent Activity
0.12%
$207,480
8,400 shares@ 24.7 avg price
Morgan Christen@Spinnaker Investment Group, Llc
Recent Activity
New Position
0.05%
$201,329
8,151 shares@ 24.7 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
0.01%
$35,321
1,430 shares@ 24.7 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
0.01%
$9,139
370 shares@ 24.7 avg price