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Action Point Financial Planning’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Action Point Financial Planning’s Portfolio PWZ Stock Details PWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$236K Buy
9,611
+227
+2% +$5.5K 0.02% 399
2026
Q1 		$224K Buy
+9,384
New +$227K 0.2% 62

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's PWZ Position: Q2 2026 in Review

Action Point Financial Planning increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 2.4% in Q2 2026, buying an estimated $5.5K and bringing the position to 9,611 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #399.

Action Point Financial Planning first reported a position in PWZ in Q1 2026 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Action Point Financial Planning held 9,611 shares of Invesco California AMT-Free Municipal Bond ETF worth $236K as of Q2 2026.
  • Action Point Financial Planning bought 227 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $5.5K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #399 holding.
  • Action Point Financial Planning first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.