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Allegiance Financial Group Advisory Services’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Allegiance Financial Group Advisory Services’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 		– Sell
-25,870
Closed -$618K – 232
2026
Q1 		$618K Buy
+25,870
New +$627K 0.12% 67

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GC
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EWA
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Morgan Stanley
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Allegiance Financial Group Advisory Services's PWZ Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026, closing a stake of 25,870 shares — an estimated $618K sold.

Allegiance Financial Group Advisory Services first reported a position in PWZ in Q1 2026 and held it in 1 quarter. The position peaked at $618K in Q1 2026. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Allegiance Financial Group Advisory Services reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 25,870 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $618K.
  • Allegiance Financial Group Advisory Services first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • Allegiance Financial Group Advisory Services's Invesco California AMT-Free Municipal Bond ETF position peaked at $618K in Q1 2026.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.