Bank of Montreal
PWZ icon

Bank of Montreal’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Bank of Montreal’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
Q1 		$6.06K Buy
+254
New +$6.15K ﹤0.01% 3613
2024
Q1 		– Sell
-447,310
Closed -$11.2M – 4235
2023
Q4 		$11.2M Buy
+447,310
New +$10.7M ﹤0.01% 986

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 $67.6B AUM 18.3% 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 $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's PWZ Position: Q1 2026 in Review

Bank of Montreal opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2026: 254 shares worth $6.06K. The stake represents ﹤0.01% of the portfolio and ranks #3613 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in PWZ as recently as Q4 2023.

Bank of Montreal first reported a position in PWZ in Q4 2023 and has held it in 2 quarters since. The position peaked at $11.2M in Q4 2023. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • Bank of Montreal held 254 shares of Invesco California AMT-Free Municipal Bond ETF worth $6.06K as of Q1 2026.
  • Invesco California AMT-Free Municipal Bond ETF was a new Bank of Montreal position in Q1 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3613 holding.
  • Bank of Montreal first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 2 quarters since.
  • Bank of Montreal's Invesco California AMT-Free Municipal Bond ETF position peaked at $11.2M in Q4 2023.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.