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Altus Wealth Group’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-188
Closed -$5K – 636
2020
Q4 		$5K Buy
+188
New +$5.21K ﹤0.01% 661

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altus Wealth Group's PWZ Position: Q1 2021 in Review

Altus Wealth Group sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2021, closing a stake of 188 shares — an estimated $5K sold.

Altus Wealth Group first reported a position in PWZ in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 69 funds tracked by Wall St. Rank hold PWZ as of Q1 2021.

  • Altus Wealth Group reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 188 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2021, an estimated $5K.
  • Altus Wealth Group first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Invesco California AMT-Free Municipal Bond ETF position peaked at $5K in Q4 2020.
  • 69 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.