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Axxcess Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Axxcess Wealth Management’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 		$612K Buy
+24,957
New +$605K 0.01% 658
2026
Q1 		– Sell
-24,488
Closed -$592K – 838
2025
Q4 		$592K Buy
+24,488
New +$593K 0.01% 648
2024
Q4 		– Sell
-9,700
Closed -$243K – 917
2024
Q3 		$243K Sell
9,700
-2,000
-17% -$49.9K 0.01% 767
2024
Q2 		$289K Sell
11,700
-12,740
-52% -$314K 0.01% 661
2024
Q1 		$608K Buy
+24,440
New +$611K 0.02% 492

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

Axxcess Wealth Management's PWZ Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026: 24,957 shares worth $612K. The stake represents 0.01% of the portfolio and ranks #658 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PWZ as recently as Q4 2025.

Axxcess Wealth Management first reported a position in PWZ in Q1 2024 and has held it in 5 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Axxcess Wealth Management held 24,957 shares of Invesco California AMT-Free Municipal Bond ETF worth $612K as of Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #658 holding.
  • Axxcess Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2024 and has held it in 5 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.