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

Advisor Group’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
2019
Q4 		$425K Buy
15,556
+44
+0.3% +$1.2K ﹤0.01% 1791
2019
Q3 		$424K Sell
15,512
-3,505
-18% -$95.6K ﹤0.01% 1742
2019
Q2 		$511K Buy
19,017
+5,029
+36% +$134K ﹤0.01% 1590
2019
Q1 		$368K Sell
13,988
-2,463
-15% -$63.7K ﹤0.01% 1815
2018
Q4 		$425K Buy
16,451
+4,393
+36% +$112K ﹤0.01% 1525
2018
Q3 		$307K Buy
12,058
+770
+7% +$19.9K ﹤0.01% 1846
2018
Q2 		$291K Sell
11,288
-989
-8% -$25.5K ﹤0.01% 1697
2018
Q1 		$315K Buy
12,277
+4,545
+59% +$118K ﹤0.01% 1650
2017
Q4 		$204K Sell
7,732
-1,102
-12% -$28.9K ﹤0.01% 1988
2017
Q3 		$231K Sell
8,834
-410
-4% -$10.7K ﹤0.01% 1747
2017
Q2 		$241K Sell
9,244
-959
-9% -$24.7K ﹤0.01% 1647
2017
Q1 		$258K Buy
10,203
+42
+0.4% +$1.06K 0.01% 1476
2016
Q4 		$257K Sell
10,161
-73
-0.7% -$1.87K 0.01% 1386
2016
Q3 		$272K Buy
10,234
+2,239
+28% +$59.9K 0.01% 1325
2016
Q2 		$214K Buy
+7,995
New +$212K 0.01% 1422

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
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
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return

Advisor Group's PWZ Position: Q4 2019 in Review

Advisor Group increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 0.28% in Q4 2019, buying an estimated $1.2K and bringing the position to 15,556 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Advisor Group first reported a position in PWZ in Q2 2016 and has held it in 15 quarters since. The position peaked at $511K in Q2 2019. 54 funds tracked by Wall St. Rank hold PWZ as of Q4 2019.

  • Advisor Group held 15,556 shares of Invesco California AMT-Free Municipal Bond ETF worth $425K as of Q4 2019.
  • Advisor Group bought 44 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2019, an estimated $1.2K.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1791 holding.
  • Advisor Group first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Invesco California AMT-Free Municipal Bond ETF position peaked at $511K in Q2 2019.
  • 54 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.