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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
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

MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arax Advisory Partners's PWZ Position: Q4 2024 in Review

Arax Advisory Partners sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2024, closing a stake of 339 shares — an estimated $8.5K sold.

Arax Advisory Partners first reported a position in PWZ in Q4 2023 and held it in 4 quarters. The position peaked at $8.5K in Q3 2024. 110 funds tracked by Wall St. Rank hold PWZ as of Q4 2024.

  • Arax Advisory Partners reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Arax Advisory Partners sold 339 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2024, an estimated $8.5K.
  • Arax Advisory Partners first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
  • Arax Advisory Partners's Invesco California AMT-Free Municipal Bond ETF position peaked at $8.5K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2024.

Based on Arax Advisory Partners's 13F filing for Q4 2024, filed 5 Feb 2025.