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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
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

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

Apella Capital's PWZ Position: Q2 2026 in Review

Apella Capital held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q2 2026 at 14,879 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #548.

Apella Capital first reported a position in PWZ in Q4 2025 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Apella Capital held 14,879 shares of Invesco California AMT-Free Municipal Bond ETF worth $365K as of Q2 2026.
  • Apella Capital left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #548 holding.
  • Apella Capital first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.