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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
Q3 		$4.02M Buy
180,526
+57,245
+46% +$1.36M 0.47% 33
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Affinity Capital Advisors's PWZ Position: Q3 2026 in Review

Affinity Capital Advisors increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 46% in Q3 2026, buying an estimated $1.36M and bringing the position to 180,526 shares worth $4.02M. The position accounts for 0.47% of the portfolio, ranked #33.

Affinity Capital Advisors first reported a position in PWZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.61M in Q3 2024. 10 funds tracked by Wall St. Rank hold PWZ as of Q3 2026.

  • Affinity Capital Advisors held 180,526 shares of Invesco California AMT-Free Municipal Bond ETF worth $4.02M as of Q3 2026.
  • Affinity Capital Advisors bought 57,245 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $1.36M.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.47% of Affinity Capital Advisors's portfolio in Q3 2026, its #33 holding.
  • Affinity Capital Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Affinity Capital Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $5.61M in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.