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

Atlas Legacy 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
2026
Q1 		$894K Buy
37,451
+33
+0.1% +$799 0.16% 97
2025
Q4 		$904K Buy
37,418
+12,578
+51% +$305K 0.16% 93
2025
Q3 		$594K Buy
24,840
+7,177
+41% +$167K 0.11% 116
2025
Q2 		$412K Sell
17,663
-427,325
-96% -$9.97M 0.09% 131
2025
Q1 		$10.7M Sell
444,988
-4,302
-1% -$105K 2.71% 7
2024
Q4 		$11.1M Buy
+449,290
New +$11.2M 2.69% 8

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlas Legacy Advisors's PWZ Position: Q1 2026 in Review

Atlas Legacy Advisors increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 0.09% in Q1 2026, buying an estimated $799 and bringing the position to 37,451 shares worth $894K. The position accounts for 0.16% of the portfolio, ranked #97.

Atlas Legacy Advisors first reported a position in PWZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.1M in Q4 2024. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • Atlas Legacy Advisors held 37,451 shares of Invesco California AMT-Free Municipal Bond ETF worth $894K as of Q1 2026.
  • Atlas Legacy Advisors bought 33 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $799.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.16% of Atlas Legacy Advisors's portfolio in Q1 2026, its #97 holding.
  • Atlas Legacy Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Atlas Legacy Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $11.1M in Q4 2024.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Atlas Legacy Advisors's 13F filing for Q1 2026, filed 11 May 2026.