Ameritas Advisory Services’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Ameritas Advisory Services’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	–	Sell	-10,754	Closed	-$257K	–	2088
2026 Q1	$257K	Buy	+10,754	New	+$261K	0.01%	826
2025 Q4	–	Sell	-7,270	Closed	-$174K	–	1817
2025 Q3	$174K	Buy	+7,270	New	+$169K	0.01%	655
2025 Q2	–	Sell	-17,404	Closed	-$421K	–	2852
2025 Q1	$421K	Hold	17,404	–	–	0.02%	610
2024 Q4	$430K	Buy	17,404 +9,190	+112%	+$229K	0.01%	630
2024 Q3	$206K	Buy	+8,214	New	+$205K	0.01%	804
2023 Q2	–	Sell	-7,270	Closed	-$180K	–	2058
2023 Q1	$180K	Buy	+7,270	New	+$179K	0.01%	798

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

Ameritas Advisory Services's PWZ Position: Q2 2026 in Review

Ameritas Advisory Services sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026, closing a stake of 10,754 shares — an estimated $257K sold.

Ameritas Advisory Services first reported a position in PWZ in Q1 2023 and held it in 6 quarters. The position peaked at $430K in Q4 2024. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Ameritas Advisory Services reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Ameritas Advisory Services sold 10,754 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $257K.
Ameritas Advisory Services first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2023 and held it in 6 quarters.
Ameritas Advisory Services's Invesco California AMT-Free Municipal Bond ETF position peaked at $430K in Q4 2024.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.