Atomi Financial Group’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Atomi Financial Group’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	$1.12M	Sell	45,611 -24,079	-35%	-$584K	0.03%	438
2026 Q1	$1.66M	Buy	69,690 +9,151	+15%	+$222K	0.05%	283
2025 Q4	$1.46M	Buy	60,539 +128	+0.2%	+$3.1K	0.04%	306
2025 Q3	$1.45M	Sell	60,411 -4,235	-7%	-$98.7K	0.05%	266
2025 Q2	$1.51M	Buy	64,646 +20,895	+48%	+$488K	0.06%	237
2025 Q1	$1.04M	Buy	43,751 +18,311	+72%	+$447K	0.05%	302
2024 Q4	$628K	Buy	25,440 +17,386	+216%	+$433K	0.03%	392
2024 Q3	$202K	Buy	+8,054	New	+$201K	0.01%	853

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atomi Financial Group's PWZ Position: Q2 2026 in Review

Atomi Financial Group reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 35% in Q2 2026, selling an estimated $584K and leaving 45,611 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #438.

Atomi Financial Group first reported a position in PWZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.66M in Q1 2026. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Atomi Financial Group held 45,611 shares of Invesco California AMT-Free Municipal Bond ETF worth $1.12M as of Q2 2026.
Atomi Financial Group sold 24,079 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $584K.
Invesco California AMT-Free Municipal Bond ETF made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #438 holding.
Atomi Financial Group first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
Atomi Financial Group's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.66M in Q1 2026.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.