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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
Q2 		$929K Buy
37,887
+436
+1% +$10.6K 0.14% 105
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 $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

Atlas Legacy Advisors's PWZ Position: Q2 2026 in Review

Atlas Legacy Advisors increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 1.2% in Q2 2026, buying an estimated $10.6K and bringing the position to 37,887 shares worth $929K. The position accounts for 0.14% of the portfolio, ranked #105.

Atlas Legacy Advisors first reported a position in PWZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.1M in Q4 2024. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Atlas Legacy Advisors held 37,887 shares of Invesco California AMT-Free Municipal Bond ETF worth $929K as of Q2 2026.
  • Atlas Legacy Advisors bought 436 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $10.6K.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.14% of Atlas Legacy Advisors's portfolio in Q2 2026, its #105 holding.
  • Atlas Legacy Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Atlas Legacy Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $11.1M in Q4 2024.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.