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

Amara 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
2025
Q2 		– Sell
-41,735
Closed -$995K – 45
2025
Q1 		$995K Buy
+41,735
New +$1.02M 0.92% 15

Other funds holding PWZ

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MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Amara Financial's PWZ Position: Q2 2025 in Review

Amara Financial sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2025, closing a stake of 41,735 shares — an estimated $995K sold.

Amara Financial first reported a position in PWZ in Q1 2025 and held it in 1 quarter. The position peaked at $995K in Q1 2025. 112 funds tracked by Wall St. Rank hold PWZ as of Q2 2025.

  • Amara Financial reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Amara Financial sold 41,735 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $995K.
  • Amara Financial first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2025 and held it in 1 quarter.
  • Amara Financial's Invesco California AMT-Free Municipal Bond ETF position peaked at $995K in Q1 2025.
  • 112 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2025.

Based on Amara Financial's 13F filing for Q2 2025, filed 11 Aug 2025.