AWE
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Avidian Wealth Enterprises’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Avidian Wealth Enterprises’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
Q1 		– Sell
-8,113
Closed -$200K – 544
2024
Q4 		$200K Hold
8,113
– – 0.01% 490
2024
Q3 		$203K Hold
8,113
– – 0.01% 478
2024
Q2 		$200K Hold
8,113
– – 0.01% 481
2024
Q1 		$202K Hold
8,113
– – 0.01% 425
2023
Q4 		$203K Buy
+8,113
New +$193K 0.01% 402

Other funds holding PWZ

MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avidian Wealth Enterprises's PWZ Position: Q1 2025 in Review

Avidian Wealth Enterprises sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2025, closing a stake of 8,113 shares — an estimated $200K sold.

Avidian Wealth Enterprises first reported a position in PWZ in Q4 2023 and held it in 5 quarters. The position peaked at $203K in Q3 2024. 120 funds tracked by Wall St. Rank hold PWZ as of Q1 2025.

  • Avidian Wealth Enterprises reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 8,113 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2025, an estimated $200K.
  • Avidian Wealth Enterprises first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2023 and held it in 5 quarters.
  • Avidian Wealth Enterprises's Invesco California AMT-Free Municipal Bond ETF position peaked at $203K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2025, filed 25 Apr 2025.