Public ownership evidence

Invesco California AMT-Free Municipal Bond ETF (PWZ) Ownership Disclosures

Read PWZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco California AMT-Free Municipal Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
9,729
Value (USD)
$238,458
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PWZ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PWZ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-289,729$238,458None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-203,478,440$85,256,558None
Corient Private Wealth LP2026-06-302026-08-189,729$238,458None
Pure Financial Advisors, LLC2026-06-302026-08-18284,900$6,982,899None
Equitable Holdings, Inc.2026-06-302026-08-1825,981$636,803None
AMERIFLEX GROUP, INC.2026-06-302026-08-152,144$52,542None
MONOGRAPH WEALTH ADVISORS, LLC2026-06-302026-08-159,240$226,472None
SYON CAPITAL LLC2026-06-302026-08-151,231,692$30,188,765None
Qube Research & Technologies Ltd2026-06-302026-08-15348$8,529None
OSAIC HOLDINGS, INC.2026-06-302026-08-15123$3,015None
OSAIC HOLDINGS, INC.2026-06-302026-08-1525,570$626,750None
Betterment LLC2026-06-302026-08-1529,875$732,000None
JANE STREET GROUP, LLC2026-06-302026-08-1572,803$1,784,402None
Fort Point Capital Partners LLC2026-06-302026-08-1513,051$319,880None
Main Management LLC2026-06-302026-08-154,448$109,000None
Orion Porfolio Solutions, LLC2026-06-302026-08-1520,232$495,886None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1521,322$522,602None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1513,882$340,248None
ABOUND FINANCIAL, LLC2026-06-302026-08-15754$18,481None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15227$5,539None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-159,384$230,005None
Destination Wealth Management2026-06-302026-08-1534,942$856,428None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15123,367$3,020,036None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1560,941$1,493,663None
DIMENSION CAPITAL MANAGEMENT LLC2026-06-302026-08-1526,232$642,946None
Cerity Partners LLC2026-06-302026-08-1540,278$987,214None
Cresset Asset Management, LLC2026-06-302026-08-1510,783$264,291None
ROYAL BANK OF CANADA2026-06-302026-08-1518,294$448,000None
CITADEL ADVISORS LLC2026-06-302026-08-1558,069$1,423,271None
Larson Financial Group LLC2026-06-302026-08-152,650$64,952None
FIRST FOUNDATION ADVISORS2026-06-302026-08-15346,102$8,482,960None
FIRST FOUNDATION ADVISORS2026-06-302026-08-1533,777$827,874None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1562,530$1,532,610None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-159,100$223,041None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15102,795$2,519,516None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1580,722$1,978,496None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15406,163$9,955,055None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15809,453$19,839,702None
TWIN PEAKS WEALTH ADVISORS, LLC2026-06-302026-08-1412,857$315,129None
Quantinno Capital Management LP2026-06-302026-08-1437,685$923,659None
Rockefeller Capital Management L.P.2026-06-302026-08-148,481$207,874None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1411,650$285,542None
UBS Group AG2026-06-302026-08-141,040$25,490None
UBS Group AG2026-06-302026-08-1481,991$2,009,599None
Mariner, LLC2026-06-302026-08-1423,001$563,755None
Creative Planning2026-06-302026-08-1420,638$505,837None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-1428$686None
Elequin Capital, LP2026-06-302026-08-1450,028$1,226,186None
CIBC Bancorp USA Inc.2026-06-302026-08-149,239$226,448None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-14267$6,544None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Corient Private Wealth LP ↗Pure Financial Advisors, LLC ↗Equitable Holdings, Inc. ↗AMERIFLEX GROUP, INC. ↗MONOGRAPH WEALTH ADVISORS, LLC ↗SYON CAPITAL LLC ↗Qube Research & Technologies Ltd ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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