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AdvicePeriod’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

AdvicePeriod’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
2021
Q2 		$278K Buy
9,880
+174
+2% +$4.88K 0.02% 81
2021
Q1 		$269K Sell
9,706
-1,780
-15% -$49.6K 0.02% 81
2020
Q4 		$322K Hold
11,486
– – 0.02% 78
2020
Q3 		$317K Hold
11,486
– – 0.03% 75
2020
Q2 		$313K Sell
11,486
-2,963
-21% -$79.6K 0.03% 70
2020
Q1 		$390K Buy
+14,449
New +$397K 0.04% 83

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AdvicePeriod's PWZ Position: Q2 2021 in Review

AdvicePeriod increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 1.8% in Q2 2021, buying an estimated $4.88K and bringing the position to 9,880 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #81.

AdvicePeriod first reported a position in PWZ in Q1 2020 and has held it in 6 quarters since. The position peaked at $390K in Q1 2020. 75 funds tracked by Wall St. Rank hold PWZ as of Q2 2021.

  • AdvicePeriod held 9,880 shares of Invesco California AMT-Free Municipal Bond ETF worth $278K as of Q2 2021.
  • AdvicePeriod bought 174 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2021, an estimated $4.88K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.02% of AdvicePeriod's portfolio in Q2 2021, its #81 holding.
  • AdvicePeriod first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2020 and has held it in 6 quarters since.
  • AdvicePeriod's Invesco California AMT-Free Municipal Bond ETF position peaked at $390K in Q1 2020.
  • 75 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.