# INVESCO EXCH TRADED FD TR II CALIF AMT MUN

INVESCO EXCH TRADED FD TR II CALIF AMT MUN is a security (CUSIP 46138E206) tracked across SEC portfolio filings. 135 institutional managers reported $820.0M on Form 13F as of 2026-06-30.

## Summary

- Issuer: INVESCO EXCH TRADED FD TR II
- Class: CALIF AMT MUN
- CUSIP: 46138E206
- 13F holders: 135
- 13F value: $820.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 135 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Wealthfront Advisers LLC](https://search.stillhousedata.com/firm/148456) | Palo Alto, CA | $415.6M | 17,410,759 |
| MERCER GLOBAL ADVISORS INC /ADV | DENVER, CO | $70.2M | 2,939,392 |
| [Gerber Kawasaki Wealth & Investment Management](https://search.stillhousedata.com/firm/153649) | Santa Monica, CA | $45.7M | 1,912,976 |
| Composition Wealth, LLC | LOS ANGELES, CA | $30.5M | 1,244,215 |
| [SYON CAPITAL LLC](https://search.stillhousedata.com/firm/322776) | SAN FRANCISCO, CA | $28.8M | 1,205,055 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $25.1M | 1,053,233 |
| GUGGENHEIM CAPITAL LLC | Chicago, IL | $20.5M | 856,961 |
| [EP Wealth Advisors, LLC](https://search.stillhousedata.com/firm/111147) | TORRANCE, CA | $17.9M | 751,558 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $15.1M | 633,869 |
| MORGAN STANLEY | NEW YORK, NY | $14.0M | 588,281 |
| FIRST FOUNDATION ADVISORS | Irvine, CA | $9.1M | 379,319 |
| [Shared Vision Wealth Group LLC](https://search.stillhousedata.com/firm/325000) | CARLSBAD, X1 | $7.6M | 310,889 |
| [Pure Financial Advisors, LLC](https://search.stillhousedata.com/firm/144316) | SAN DIEGO, CA | $6.5M | 271,638 |
| [Robertson Stephens Wealth Management, LLC](https://search.stillhousedata.com/firm/289977) | San Francisco, CA | $5.8M | 238,198 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $5.6M | 234,391 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46138E206.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.