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

Chatterton & Associates Anaheim, California $170M AUM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Williams & Novak Westlake Village, California $150M AUM 27.43% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return