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Avantax Planning Partners’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Avantax Planning Partners’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 		$625K Hold
25,503
– – 0.02% 257
2026
Q1 		$609K Buy
25,503
+10,699
+72% +$259K 0.02% 250
2025
Q4 		$358K Sell
14,804
-435
-3% -$10.5K 0.01% 325
2025
Q3 		$365K Sell
15,239
-57
-0.4% -$1.33K 0.01% 319
2025
Q2 		$357K Sell
15,296
-9,852
-39% -$230K 0.01% 320
2025
Q1 		$600K Sell
25,148
-158
-0.6% -$3.86K 0.02% 229
2024
Q4 		$625K Sell
25,306
-84
-0.3% -$2.09K 0.02% 226
2024
Q3 		$637K Hold
25,390
– – 0.02% 223
2024
Q2 		$626K Hold
25,390
– – 0.02% 257
2024
Q1 		$631K Sell
25,390
-1,356
-5% -$33.9K 0.02% 261
2023
Q4 		$668K Buy
26,746
+14,456
+118% +$344K 0.03% 208
2023
Q3 		$288K Hold
12,290
– – 0.01% 290
2023
Q2 		$303K Hold
12,290
– – 0.01% 295
2023
Q1 		$304K Sell
12,290
-203
-2% -$4.99K 0.01% 290
2022
Q4 		$302K Buy
+12,493
New +$296K 0.01% 298

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

Avantax Planning Partners's PWZ Position: Q2 2026 in Review

Avantax Planning Partners held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q2 2026 at 25,503 shares worth $625K. The position accounts for 0.02% of the portfolio, ranked #257.

Avantax Planning Partners first reported a position in PWZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $668K in Q4 2023. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Avantax Planning Partners held 25,503 shares of Invesco California AMT-Free Municipal Bond ETF worth $625K as of Q2 2026.
  • Avantax Planning Partners left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #257 holding.
  • Avantax Planning Partners first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Avantax Planning Partners's Invesco California AMT-Free Municipal Bond ETF position peaked at $668K in Q4 2023.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.