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

AmeriFlex 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
2026 Q2	$52.5K	Buy	2,144 +20	+0.9%	+$485	0.02%	489
2026 Q1	$50.7K	Buy	2,124 +21	+1%	+$509	0.03%	418
2025 Q4	$50.8K	Sell	2,103 -895	-30%	-$21.7K	0.03%	416
2025 Q3	$71.7K	Buy	2,998 +1,499	+100%	+$34.9K	0.03%	394
2025 Q2	$34.9K	Hold	1,499	–	–	0.02%	460
2025 Q1	$35.8K	Hold	1,499	–	–	0.01%	549
2024 Q4	$36.6K	Buy	+1,499	New	+$37.3K	0.02%	503

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AmeriFlex Group's PWZ Position: Q2 2026 in Review

AmeriFlex Group increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 0.94% in Q2 2026, buying an estimated $485 and bringing the position to 2,144 shares worth $52.5K. The position accounts for 0.02% of the portfolio, ranked #489.

AmeriFlex Group first reported a position in PWZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $71.7K in Q3 2025. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

AmeriFlex Group held 2,144 shares of Invesco California AMT-Free Municipal Bond ETF worth $52.5K as of Q2 2026.
AmeriFlex Group bought 20 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $485.
Invesco California AMT-Free Municipal Bond ETF made up 0.02% of AmeriFlex Group's portfolio in Q2 2026, its #489 holding.
AmeriFlex Group first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Invesco California AMT-Free Municipal Bond ETF position peaked at $71.7K in Q3 2025.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.