Alpha Cubed Investments’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Alpha Cubed Investments’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
2024 Q1	–	Sell	-17,790	Closed	-$444K	–	316
2023 Q4	$444K	Hold	17,790	–	–	0.02%	163
2023 Q3	$418K	Hold	17,790	–	–	0.03%	151
2023 Q2	$438K	Hold	17,790	–	–	0.03%	154
2023 Q1	$441K	Hold	17,790	–	–	0.03%	158
2022 Q4	$429K	Hold	17,790	–	–	0.03%	177
2022 Q3	$412K	Hold	17,790	–	–	0.03%	165
2022 Q2	$433K	Hold	17,790	–	–	0.03%	182
2022 Q1	$459K	Hold	17,790	–	–	0.03%	199
2021 Q4	$496K	Hold	17,790	–	–	0.03%	179
2021 Q3	$494K	Buy	+17,790	New	+$500K	0.04%	166

Other funds holding PWZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alpha Cubed Investments's PWZ Position: Q1 2024 in Review

Alpha Cubed Investments sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2024, closing a stake of 17,790 shares — an estimated $444K sold.

Alpha Cubed Investments first reported a position in PWZ in Q3 2021 and held it in 10 quarters. The position peaked at $496K in Q4 2021. 87 funds tracked by Wall St. Rank hold PWZ as of Q1 2024.

Alpha Cubed Investments reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Alpha Cubed Investments sold 17,790 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2024, an estimated $444K.
Alpha Cubed Investments first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2021 and held it in 10 quarters.
Alpha Cubed Investments's Invesco California AMT-Free Municipal Bond ETF position peaked at $496K in Q4 2021.
87 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2024.

Based on Alpha Cubed Investments's 13F filing for Q1 2024, filed 23 Apr 2024.