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

BCS Private 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 Q1	$477K	Hold	20,000	–	–	0.15%	117
2025 Q4	$483K	Hold	20,000	–	–	0.17%	101
2025 Q3	$478K	Hold	20,000	–	–	0.17%	96
2025 Q2	$467K	Buy	+20,000	New	+$467K	0.18%	89

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCS Private Wealth Management's PWZ Position: Q1 2026 in Review

BCS Private Wealth Management held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q1 2026 at 20,000 shares worth $477K. The position accounts for 0.15% of the portfolio, ranked #117.

BCS Private Wealth Management first reported a position in PWZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $483K in Q4 2025. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

BCS Private Wealth Management held 20,000 shares of Invesco California AMT-Free Municipal Bond ETF worth $477K as of Q1 2026.
BCS Private Wealth Management left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q1 2026.
Invesco California AMT-Free Municipal Bond ETF made up 0.15% of BCS Private Wealth Management's portfolio in Q1 2026, its #117 holding.
BCS Private Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
BCS Private Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $483K in Q4 2025.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.