Ameriprise
PWZ icon

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

Ameriprise’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
Q1 		$1.54M Sell
64,712
-4,163
-6% -$101K ﹤0.01% 3085
2025
Q4 		$1.68M Sell
68,875
-1,947
-3% -$47.1K ﹤0.01% 3093
2025
Q3 		$1.69M Sell
70,822
-4,623
-6% -$108K ﹤0.01% 3098
2025
Q2 		$1.76M Sell
75,445
-321,513
-81% -$7.5M ﹤0.01% 3008
2025
Q1 		$9.49M Sell
396,958
-35,488
-8% -$867K ﹤0.01% 1807
2024
Q4 		$10.7M Buy
432,446
+25,208
+6% +$628K ﹤0.01% 1751
2024
Q3 		$10.2M Buy
407,238
+145,262
+55% +$3.62M ﹤0.01% 1775
2024
Q2 		$6.46M Buy
261,976
+15,913
+6% +$392K ﹤0.01% 2103
2024
Q1 		$6.12M Buy
246,063
+1,159
+0.5% +$29K ﹤0.01% 2205
2023
Q4 		$6.15M Buy
244,904
+50,995
+26% +$1.21M ﹤0.01% 2192
2023
Q3 		$4.55M Buy
193,909
+3,709
+2% +$90.2K ﹤0.01% 2352
2023
Q2 		$4.69M Sell
190,200
-6,084
-3% -$150K ﹤0.01% 2390
2023
Q1 		$4.86M Buy
196,284
+56,160
+40% +$1.38M ﹤0.01% 2337
2022
Q4 		$3.39M Sell
140,124
-26,363
-16% -$625K ﹤0.01% 2536
2022
Q3 		$3.87M Buy
166,487
+17
+0% +$416 ﹤0.01% 2401
2022
Q2 		$4.08M Sell
166,470
-10,543
-6% -$260K ﹤0.01% 2422
2022
Q1 		$4.57M Sell
177,013
-8,154
-4% -$219K ﹤0.01% 2481
2021
Q4 		$5.17M Sell
185,167
-55,824
-23% -$1.55M ﹤0.01% 2440
2021
Q3 		$6.69M Sell
240,991
-12,087
-5% -$340K ﹤0.01% 2179
2021
Q2 		$7.11M Sell
253,078
-1,731
-0.7% -$48.5K ﹤0.01% 2193
2021
Q1 		$7.05M Buy
254,809
+6,398
+3% +$178K ﹤0.01% 2156
2020
Q4 		$6.96M Buy
248,411
+101,624
+69% +$2.82M ﹤0.01% 2024
2020
Q3 		$4.05M Buy
146,787
+3,196
+2% +$88.4K ﹤0.01% 2231
2020
Q2 		$3.92M Buy
143,591
+1,096
+0.8% +$29.4K ﹤0.01% 2231
2020
Q1 		$3.84M Sell
142,495
-6,346
-4% -$174K ﹤0.01% 2086
2019
Q4 		$4.07M Buy
148,841
+4,831
+3% +$132K ﹤0.01% 2352
2019
Q3 		$3.94M Buy
144,010
+5,271
+4% +$144K ﹤0.01% 2330
2019
Q2 		$3.73M Sell
138,739
-114,324
-45% -$3.05M ﹤0.01% 2415
2019
Q1 		$6.66M Buy
253,063
+225,721
+826% +$5.84M ﹤0.01% 2025
2018
Q4 		$830K Buy
+27,342
New +$694K ﹤0.01% 3015
2018
Q2 		– Sell
-13,110
Closed -$320K – 3682
2018
Q1 		$320K Buy
+13,110
New +$339K ﹤0.01% 3353
2014
Q4 		– Sell
-3,090
Closed -$79K – 4236
2014
Q3 		$79K Hold
3,090
– – ﹤0.01% 3784
2014
Q2 		$77K Buy
3,090
+1,195
+63% +$29.7K ﹤0.01% 3705
2014
Q1 		$46K Buy
+1,895
New +$45.2K ﹤0.01% 3819
2013
Q4 		– Sell
-150
Closed -$3K – 5377
2013
Q3 		$3K Buy
+150
New +$3.47K ﹤0.01% 5343

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise's PWZ Position: Q1 2026 in Review

Ameriprise reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 6% in Q1 2026, selling an estimated $101K and leaving 64,712 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #3085.

Ameriprise first reported a position in PWZ in Q3 2013 and has held it in 35 quarters since. The position peaked at $10.7M in Q4 2024. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • Ameriprise held 64,712 shares of Invesco California AMT-Free Municipal Bond ETF worth $1.54M as of Q1 2026.
  • Ameriprise sold 4,163 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $101K.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3085 holding.
  • Ameriprise first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2013 and has held it in 35 quarters since.
  • Ameriprise's Invesco California AMT-Free Municipal Bond ETF position peaked at $10.7M in Q4 2024.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.