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

Atlas Capital Advisors’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
2022 Q4	–	Sell	-5,220	Closed	-$121K	–	944
2022 Q3	$121K	Buy	+5,220	New	+$128K	0.02%	417
2022 Q2	–	Sell	-11,423	Closed	-$295K	–	1019
2022 Q1	$295K	Sell	11,423 -4,500	-28%	-$121K	0.05%	291
2021 Q4	$444K	Hold	15,923	–	–	0.07%	233
2021 Q3	$442K	Hold	15,923	–	–	0.07%	220
2021 Q2	$448K	Buy	+15,923	New	+$446K	0.08%	229
2020 Q3	–	Sell	-17,679	Closed	-$482K	–	519
2020 Q2	$482K	Buy	+17,679	New	+$475K	0.11%	184
2019 Q4	–	Sell	-15,251	Closed	-$417K	–	662
2019 Q3	$417K	Buy	+15,251	New	+$416K	0.13%	204

Other funds holding PWZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atlas Capital Advisors's PWZ Position: Q4 2022 in Review

Atlas Capital Advisors sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2022, closing a stake of 5,220 shares — an estimated $121K sold.

Atlas Capital Advisors first reported a position in PWZ in Q3 2019 and held it in 7 quarters. The position peaked at $482K in Q2 2020. 69 funds tracked by Wall St. Rank hold PWZ as of Q4 2022.

Atlas Capital Advisors reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Atlas Capital Advisors sold 5,220 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2022, an estimated $121K.
Atlas Capital Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2019 and held it in 7 quarters.
Atlas Capital Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $482K in Q2 2020.
69 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2022.

Based on Atlas Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.