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
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Increased 6.79%
1.22%
$59.894M
2.425M shares@ 24.71 avg price
Jonathan Manzo Cardenas@Affinity Capital Advisors, Llc
Recent Activity
Decreased -6.33%
0.98%
$5.169M
209,682 shares@ 24.65 avg price
Jennifer Matthews@Mcnaughton Wealth Management, Llc
Recent Activity
Increased 5.72%
1.1%
$2.276M
92,164 shares@ 24.71 avg price
Benjamin S. Littman@Pure Financial Advisors, Llc
Recent Activity
Increased 6.97%
0.04%
$1.512M
61,223 shares@ 24.7 avg price
Mark Frugoni@Focus Wealth Advisors, Llc
Recent Activity
Decreased -5.19%
0.44%
$823,423
33,337 shares@ 24.7 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 32.5%
0.04%
$694,045
28,099 shares@ 24.7 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 153.93%
0.06%
$671,667
27,193 shares@ 24.7 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 215.87%
0.04%
$628,364
25,440 shares@ 24.7 avg price
Bryan Reinhard@Omega Financial Group, Llc
Recent Activity
Increased 9.37%
0.24%
$612,002
24,777 shares@ 24.71 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 0.57%
0.02%
$432,374
17,505 shares@ 24.71 avg price