AE Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

AE Wealth Management’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	$5.05K	Hold	206	–	–	﹤0.01%	2471
2026 Q1	$4.92K	Hold	206	–	–	﹤0.01%	2378
2025 Q4	$4.98K	Hold	206	–	–	﹤0.01%	2227
2025 Q3	$4.93K	Buy	+206	New	+$4.8K	﹤0.01%	2082
2019 Q3	–	Sell	-7,743	Closed	-$208K	–	1050
2019 Q2	$208K	Buy	7,743 +46	+0.6%	+$1.23K	0.01%	890
2019 Q1	$203K	Sell	7,697 -761	-9%	-$19.7K	0.01%	591
2018 Q4	$218K	Sell	8,458 -3,066	-27%	-$77.9K	0.04%	430
2018 Q3	$294K	Buy	+11,524	New	+$297K	0.02%	457

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's PWZ Position: Q2 2026 in Review

AE Wealth Management held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q2 2026 at 206 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2471.

AE Wealth Management first reported a position in PWZ in Q3 2018 and has held it in 8 quarters since. The position peaked at $294K in Q3 2018. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

AE Wealth Management held 206 shares of Invesco California AMT-Free Municipal Bond ETF worth $5.05K as of Q2 2026.
AE Wealth Management left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2471 holding.
AE Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2018 and has held it in 8 quarters since.
AE Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $294K in Q3 2018.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.