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

Apella Capital’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
Q3 		$329K Hold
14,879
– – ﹤0.01% 603
2026
Q2 		$365K Hold
14,879
– – 0.01% 548
2026
Q1 		$363K Hold
14,879
– – 0.01% 516
2025
Q4 		$359K Buy
+14,879
New +$360K 0.01% 410

Other funds holding PWZ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Apella Capital's PWZ Position: Q3 2026 in Review

Apella Capital held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q3 2026 at 14,879 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Apella Capital first reported a position in PWZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $365K in Q2 2026. 10 funds tracked by Wall St. Rank hold PWZ as of Q3 2026.

  • Apella Capital held 14,879 shares of Invesco California AMT-Free Municipal Bond ETF worth $329K as of Q3 2026.
  • Apella Capital left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q3 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #603 holding.
  • Apella Capital first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Apella Capital's Invesco California AMT-Free Municipal Bond ETF position peaked at $365K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.