Avantax Advisory Services’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Avantax Advisory Services’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
2025 Q2	$381K	Sell	16,332 -285	-2%	-$6.65K	﹤0.01%	1751
2025 Q1	$396K	Hold	16,617	–	–	﹤0.01%	1663
2024 Q4	$410K	Hold	16,617	–	–	﹤0.01%	1574
2024 Q3	$417K	Buy	16,617 +400	+2%	+$9.98K	﹤0.01%	1539
2024 Q2	$400K	Hold	16,217	–	–	﹤0.01%	1513
2024 Q1	$403K	Hold	16,217	–	–	﹤0.01%	1147
2023 Q4	$405K	Sell	16,217 -266	-2%	-$6.34K	﹤0.01%	1085
2023 Q3	$387K	Sell	16,483 -8,325	-34%	-$202K	﹤0.01%	1057
2023 Q2	$611K	Sell	24,808 -2,351	-9%	-$57.9K	0.01%	869
2023 Q1	$673K	Buy	27,159 +3,479	+15%	+$85.5K	0.01%	804
2022 Q4	$572K	Buy	23,680 +730	+3%	+$17.3K	0.01%	807
2022 Q3	$532K	Buy	+22,950	New	+$562K	0.01%	746

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

GKWIM

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Avantax Advisory Services's PWZ Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 1.7% in Q2 2025, selling an estimated $6.65K and leaving 16,332 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Avantax Advisory Services first reported a position in PWZ in Q3 2022 and has held it in 12 quarters since. The position peaked at $673K in Q1 2023. 112 funds tracked by Wall St. Rank hold PWZ as of Q2 2025.

Avantax Advisory Services held 16,332 shares of Invesco California AMT-Free Municipal Bond ETF worth $381K as of Q2 2025.
Avantax Advisory Services sold 285 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $6.65K.
Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1751 holding.
Avantax Advisory Services first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2022 and has held it in 12 quarters since.
Avantax Advisory Services's Invesco California AMT-Free Municipal Bond ETF position peaked at $673K in Q1 2023.
112 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.