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

BDO 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
2021 Q1	–	Sell	-1,265	Closed	-$35K	–	1246
2020 Q4	$35K	Hold	1,265	–	–	﹤0.01%	391
2020 Q3	$35K	Hold	1,265	–	–	0.01%	368
2020 Q2	$35K	Sell	1,265 -135	-10%	-$3.63K	0.01%	364
2020 Q1	$38K	Hold	1,400	–	–	0.01%	365
2019 Q4	$38K	Hold	1,400	–	–	0.01%	327
2019 Q3	$38K	Hold	1,400	–	–	0.01%	347
2019 Q2	$38K	Hold	1,400	–	–	0.01%	335
2019 Q1	$37K	Buy	+1,400	New	+$36.2K	0.01%	315

Other funds holding PWZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BDO Wealth Advisors's PWZ Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2021, closing a stake of 1,265 shares — an estimated $35K sold.

BDO Wealth Advisors first reported a position in PWZ in Q1 2019 and held it in 8 quarters. The position peaked at $38K in Q1 2020. 69 funds tracked by Wall St. Rank hold PWZ as of Q1 2021.

BDO Wealth Advisors reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 1,265 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2021, an estimated $35K.
BDO Wealth Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2019 and held it in 8 quarters.
BDO Wealth Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $38K in Q1 2020.
69 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.