BRWA
PWZ icon

B. Riley Wealth Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

B. Riley Wealth Advisors’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
2024
Q2 		– Sell
-9,632
Closed -$226K – 1558
2024
Q1 		$226K Buy
9,632
+240
+3% +$6K 0.01% 1198
2023
Q4 		$235K Sell
9,392
-240
-2% -$5.72K 0.01% 1171
2023
Q3 		$226K Buy
9,632
+32
+0.3% +$778 0.01% 1198
2023
Q2 		$237K Sell
9,600
-4,926
-34% -$121K 0.01% 1259
2023
Q1 		$360K Sell
14,526
-12,435
-46% -$305K 0.01% 966
2022
Q4 		$651K Buy
26,961
+66
+0.2% +$1.56K 0.02% 686
2022
Q3 		$624K Sell
26,895
-1,195
-4% -$29.3K 0.02% 668
2022
Q2 		$684K Buy
28,090
+4,890
+21% +$120K 0.03% 539
2022
Q1 		$599K Sell
23,200
-106,976
-82% -$2.88M 0.02% 665
2021
Q4 		$3.63M Buy
130,176
+62,057
+91% +$1.73M 0.1% 204
2021
Q3 		$1.89M Buy
+68,119
New +$1.92M 0.06% 352

Other funds holding PWZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

B. Riley Wealth Advisors's PWZ Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2024, closing a stake of 9,632 shares — an estimated $226K sold.

B. Riley Wealth Advisors first reported a position in PWZ in Q3 2021 and held it in 11 quarters. The position peaked at $3.63M in Q4 2021. 95 funds tracked by Wall St. Rank hold PWZ as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,632 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2024, an estimated $226K.
  • B. Riley Wealth Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2021 and held it in 11 quarters.
  • B. Riley Wealth Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $3.63M in Q4 2021.
  • 95 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.