AWM
PWZ icon

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
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

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return