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

Bartlett & Co 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 		$91.8K Hold
3,747
– – ﹤0.01% 640
2026
Q1 		$90.7K Hold
3,747
– – ﹤0.01% 589
2025
Q4 		$90.5K Hold
3,747
– – ﹤0.01% 575
2025
Q3 		$89.6K Hold
3,747
– – ﹤0.01% 578
2025
Q2 		$87.5K Buy
3,747
+2,317
+162% +$54.1K ﹤0.01% 573
2025
Q1 		$34.1K Hold
1,430
– – ﹤0.01% 727
2024
Q4 		$35.3K Hold
1,430
– – ﹤0.01% 715
2024
Q3 		$35.9K Hold
1,430
– – ﹤0.01% 718
2024
Q2 		$35.3K Hold
1,430
– – ﹤0.01% 723
2024
Q1 		$35.6K Hold
1,430
– – ﹤0.01% 717
2023
Q4 		$35.8K Hold
1,430
– – ﹤0.01% 757
2023
Q3 		$33.6K Hold
1,430
– – ﹤0.01% 726
2023
Q2 		$35.2K Hold
1,430
– – ﹤0.01% 723
2023
Q1 		$35.4K Hold
1,430
– – ﹤0.01% 614
2022
Q4 		$34.5K Hold
1,430
– – ﹤0.01% 631
2022
Q3 		$33.1K Hold
1,430
– – ﹤0.01% 629
2022
Q2 		$34.8K Hold
1,430
– – ﹤0.01% 637
2022
Q1 		$36.9K Buy
+1,430
New +$38.4K ﹤0.01% 637
2021
Q4 		– Sell
-1,430
Closed -$39.7K – 763
2021
Q3 		$39.7K Buy
1,430
+180
+14% +$5.06K ﹤0.01% 544
2021
Q2 		$35.1K Hold
1,250
– – ﹤0.01% 553
2021
Q1 		$34.6K Hold
1,250
– – ﹤0.01% 595
2020
Q4 		$35K Hold
1,250
– – ﹤0.01% 592
2020
Q3 		$34.5K Buy
+1,250
New +$34.6K ﹤0.01% 541

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

Bartlett & Co Wealth Management's PWZ Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q2 2026 at 3,747 shares worth $91.8K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Bartlett & Co Wealth Management first reported a position in PWZ in Q3 2020 and has held it in 23 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Bartlett & Co Wealth Management held 3,747 shares of Invesco California AMT-Free Municipal Bond ETF worth $91.8K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #640 holding.
  • Bartlett & Co Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.