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Arax Advisory Partners’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Arax Advisory 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 		$12.9K Buy
+528
New +$12.8K ﹤0.01% 4213
2024
Q4 		– Sell
-339
Closed -$8.5K – 2680
2024
Q3 		$8.5K Hold
339
– – ﹤0.01% 1486
2024
Q2 		$8.36K Hold
339
– – ﹤0.01% 1356
2024
Q1 		$8.43K Hold
339
– – ﹤0.01% 805
2023
Q4 		$8.47K Buy
+339
New +$8.07K ﹤0.01% 785

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

Arax Advisory Partners's PWZ Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026: 528 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #4213 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in PWZ as recently as Q3 2024.

Arax Advisory Partners first reported a position in PWZ in Q4 2023 and has held it in 5 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Arax Advisory Partners held 528 shares of Invesco California AMT-Free Municipal Bond ETF worth $12.9K as of Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF was a new Arax Advisory Partners position in Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4213 holding.
  • Arax Advisory Partners first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.