Affinity Capital Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Affinity Capital Advisors’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	$3.03M	Buy	123,281 +81,613	+196%	+$1.98M	0.37%	40
2026 Q1	$995K	Buy	41,668 +181	+0.4%	+$4.38K	0.14%	72
2025 Q4	$1M	Sell	41,487 -184	-0.4%	-$4.46K	0.14%	68
2025 Q3	$999K	Sell	41,671 -11,499	-22%	-$268K	0.15%	69
2025 Q2	$1.24M	Sell	53,170 -136,637	-72%	-$3.19M	0.21%	61
2025 Q1	$4.35M	Sell	189,807 -19,875	-9%	-$486K	0.86%	22
2024 Q4	$5.17M	Sell	209,682 -14,175	-6%	-$353K	0.97%	22
2024 Q3	$5.61M	Buy	+223,857	New	+$5.59M	1.09%	20
2024 Q2	–	Sell	-172,398	Closed	-$4.29M	–	155
2024 Q1	$4.29M	Buy	172,398 +2,172	+1%	+$54.3K	0.96%	24
2023 Q4	$4.25M	Buy	170,226 +17,696	+12%	+$422K	1.04%	22
2023 Q3	$3.58M	Buy	152,530 +97,926	+179%	+$2.38M	0.98%	22
2023 Q2	$1.35M	Buy	+54,604	New	+$1.35M	0.36%	47

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

Affinity Capital Advisors's PWZ Position: Q2 2026 in Review

Affinity Capital Advisors increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 196% in Q2 2026, buying an estimated $1.98M and bringing the position to 123,281 shares worth $3.03M. The position accounts for 0.37% of the portfolio, ranked #40.

Affinity Capital Advisors first reported a position in PWZ in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.61M in Q3 2024. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Affinity Capital Advisors held 123,281 shares of Invesco California AMT-Free Municipal Bond ETF worth $3.03M as of Q2 2026.
Affinity Capital Advisors bought 81,613 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $1.98M.
Invesco California AMT-Free Municipal Bond ETF made up 0.37% of Affinity Capital Advisors's portfolio in Q2 2026, its #40 holding.
Affinity Capital Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
Affinity Capital Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $5.61M in Q3 2024.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.