AF
PWZ icon

Allworth Financial’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Allworth Financial’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
-86,585
Closed -$2.07M – 5353
2026
Q1 		$2.07M Buy
+86,585
New +$2.1M 0.01% 529
2025
Q4 		– Sell
-96,261
Closed -$2.3M – 5240
2025
Q3 		$2.3M Sell
96,261
-38,375
-29% -$894K 0.01% 474
2025
Q2 		$3.14M Sell
134,636
-51,454
-28% -$1.2M 0.02% 399
2025
Q1 		$4.34M Sell
186,090
-42,476
-19% -$1.04M 0.02% 275
2024
Q4 		$5.59M Buy
228,566
+11,332
+5% +$282K 0.03% 246
2024
Q3 		$5.45M Buy
217,234
+3,150
+1% +$78.6K 0.03% 204
2024
Q2 		$5.31M Buy
214,084
+27,499
+15% +$678K 0.03% 205
2024
Q1 		$4.64M Sell
186,585
-4,380
-2% -$110K 0.03% 205
2023
Q4 		$4.77M Buy
190,965
+102,143
+115% +$2.43M 0.04% 187
2023
Q3 		$2.08M Buy
88,822
+11,272
+15% +$274K 0.02% 269
2023
Q2 		$1.91M Buy
77,550
+6,607
+9% +$163K 0.02% 293
2023
Q1 		$1.76M Buy
70,943
+15,420
+28% +$379K 0.02% 272
2022
Q4 		$1.34M Sell
55,523
-10,689
-16% -$253K 0.01% 308
2022
Q3 		$1.53M Buy
66,212
+26,927
+69% +$659K 0.02% 257
2022
Q2 		$955K Sell
39,285
-230,443
-85% -$5.68M 0.01% 313
2022
Q1 		$6.96M Buy
269,728
+269,573
+173,918% +$7.25M 0.09% 112
2021
Q4 		$4K Hold
155
– – ﹤0.01% 1611
2021
Q3 		$4K Hold
155
– – ﹤0.01% 1574
2021
Q2 		$4K Hold
155
– – ﹤0.01% 1268
2021
Q1 		$4K Hold
155
– – ﹤0.01% 1194
2020
Q4 		$4K Hold
155
– – ﹤0.01% 1033
2020
Q3 		$4K Hold
155
– – ﹤0.01% 887
2020
Q2 		$4K Hold
155
– – ﹤0.01% 907
2020
Q1 		$4K Hold
155
– – ﹤0.01% 934
2019
Q4 		$4K Hold
155
– – ﹤0.01% 811
2019
Q3 		$4K Hold
155
– – ﹤0.01% 725
2019
Q2 		$4K Hold
155
– – ﹤0.01% 715
2019
Q1 		$4K Hold
155
– – ﹤0.01% 730
2018
Q4 		$4K Hold
155
– – ﹤0.01% 655
2018
Q3 		$4K Buy
+155
New +$4K ﹤0.01% 698

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
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
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial's PWZ Position: Q2 2026 in Review

Allworth Financial sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026, closing a stake of 86,585 shares — an estimated $2.07M sold.

Allworth Financial first reported a position in PWZ in Q3 2018 and held it in 30 quarters. The position peaked at $6.96M in Q1 2022. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Allworth Financial reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 86,585 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $2.07M.
  • Allworth Financial first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2018 and held it in 30 quarters.
  • Allworth Financial's Invesco California AMT-Free Municipal Bond ETF position peaked at $6.96M in Q1 2022.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.