Skip to main content
Equibles
PWZ logo

PWZ · Invesco California AMT-Free Municipal Bond ETF ETF

Alerts for PWZ

Use PWZ with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$23.47 +0.07 (+0.30%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $1,661,728
Total Shares: 67,798

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 2 13F filers · Δ vs Dec 31, 2025
Top Holder
85.7%
Jun 2022 → Jun 2026 · range 14.9% – 100.0%
−14.3 pts
Top 5
100.0%
Jun 2022 → Jun 2026 · range 53.9% – 100.0%
0.0 pts
Top 10
100.0%
Jun 2022 → Jun 2026 · range 75.4% – 100.0%
0.0 pts
HHI
7,542
Jun 2022 → Jun 2026 · range 735 – 10,000
Highly concentrated−2,458

Quarterly Activity

vs Dec 31, 2025
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +1
Institutional value: +448.1%
Shares held: +440.3%

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 58,069 $1,423,271
Corient Private Wealth LLC 9,729 $238,457

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Range Advisory, LLC 12,548 $303,159
Filter: New 2 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 2 of 2
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC PWZ $1,423,271 85.65% 58,069
Corient Private Wealth LLC PWZ $238,457 14.35% 9,729