AIP
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Ameritas Investment Partners’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Ameritas Investment Partners’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 		$92.8K Buy
3,787
+20
+0.5% +$485 ﹤0.01% 1886
2026
Q1 		$89.9K Buy
3,767
+468
+14% +$11.3K ﹤0.01% 1748
2025
Q4 		$79.7K Sell
3,299
-38
-1% -$920 ﹤0.01% 1837
2025
Q3 		$79.8K Buy
3,337
+96
+3% +$2.24K ﹤0.01% 1828
2025
Q2 		$75.6K Buy
3,241
+15
+0.5% +$350 ﹤0.01% 1923
2025
Q1 		$76.9K Sell
3,226
-65
-2% -$1.59K ﹤0.01% 1874
2024
Q4 		$81.3K Sell
3,291
-191
-5% -$4.76K ﹤0.01% 1905
2024
Q3 		$87.3K Sell
3,482
-95
-3% -$2.37K ﹤0.01% 1878
2024
Q2 		$88.3K Sell
3,577
-105
-3% -$2.59K ﹤0.01% 1813
2024
Q1 		$91.6K Sell
3,682
-169
-4% -$4.22K ﹤0.01% 1795
2023
Q4 		$96.2K Sell
3,851
-797
-17% -$19K ﹤0.01% 1756
2023
Q3 		$109K Sell
4,648
-6,208
-57% -$151K ﹤0.01% 1594
2023
Q2 		$267K Buy
10,856
+3,150
+41% +$77.6K 0.01% 976
2023
Q1 		$191K Sell
7,706
-195
-2% -$4.79K 0.01% 1126
2022
Q4 		$191K Sell
7,901
-380
-5% -$9.01K 0.01% 1163
2022
Q3 		$191K Buy
8,281
+2
+0% +$49 0.01% 1085
2022
Q2 		$201K Sell
8,279
-115
-1% -$2.83K 0.01% 1066
2022
Q1 		$216K Buy
8,394
+219
+3% +$5.89K 0.01% 1141
2021
Q4 		$228K Buy
8,175
+504
+7% +$14K 0.01% 1146
2021
Q3 		$212K Buy
7,671
+118
+2% +$3.32K 0.01% 1161
2021
Q2 		$212K Buy
7,553
+509
+7% +$14.3K 0.01% 1201
2021
Q1 		$194K Buy
7,044
+86
+1% +$2.4K 0.01% 1233
2020
Q4 		$194K Buy
6,958
+25
+0.4% +$693 0.01% 1178
2020
Q3 		$191K Buy
6,933
+1,108
+19% +$30.7K 0.01% 1052
2020
Q2 		$158K Buy
5,825
+9
+0.2% +$242 0.01% 1123
2020
Q1 		$156K Buy
5,816
+638
+12% +$17.5K 0.01% 1038
2019
Q4 		$141K Buy
5,178
+1,056
+26% +$28.8K 0.01% 1307
2019
Q3 		$112K Buy
4,122
+3,375
+452% +$92.1K 0.01% 1399
2019
Q2 		$20K Buy
+747
New +$19.9K ﹤0.01% 2442

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
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
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameritas Investment Partners's PWZ Position: Q2 2026 in Review

Ameritas Investment Partners increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 0.53% in Q2 2026, buying an estimated $485 and bringing the position to 3,787 shares worth $92.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Ameritas Investment Partners first reported a position in PWZ in Q2 2019 and has held it in 29 quarters since. The position peaked at $267K in Q2 2023. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Ameritas Investment Partners held 3,787 shares of Invesco California AMT-Free Municipal Bond ETF worth $92.8K as of Q2 2026.
  • Ameritas Investment Partners 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 ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1886 holding.
  • Ameritas Investment Partners first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Ameritas Investment Partners's Invesco California AMT-Free Municipal Bond ETF position peaked at $267K in Q2 2023.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.