CUSIP 46138E206CALIF AMT MUNPWZQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
126 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 18.44M | $445.39M | −470.7K | Reduced |
| 2 | Mercer Global Advisors Inc /Adv | 2.80M | $67.53M | +556.5K | Added |
| 3 | Gerber Kawasaki Wealth & Investment Management | 1.75M | $42.28M | +17.1K | Added |
| 4 | Stratos Wealth Partners, Ltd. | 1.32M | $31.83M |
| +14.6K |
| Added |
| 5 | Syon Capital LLC | 1.29M | $31.14M | −8.4K | Reduced |
| 6 | Composition Wealth, LLC | 1.20M | $28.88M | −177.1K | Reduced |
| 7 | Bank Of America Corp /De/ | 956.4K | $23.11M | −28.6K | Reduced |
| 8 | Ep Wealth Advisors, LLC | 737.6K | $17.82M | −96.5K | Reduced |
| 9 | Guggenheim Capital LLC | 654.3K | $15.81M | +207.8K | Added |
| 10 | Lpl Financial LLC | 597.0K | $14.42M | +6.5K | Added |
See every fund holding Invesco Exch Traded Fd Tr II, with full quarter-over-quarter share changes.
Unlock all holders