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

Blue Zone 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
2026
Q1 		– Sell
-9,459
Closed -$229K – 142
2025
Q4 		$229K Buy
+9,459
New +$229K 0.04% 127

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $3.14B AUM 22.62% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Zone Wealth Advisors's PWZ Position: Q1 2026 in Review

Blue Zone Wealth Advisors sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2026, closing a stake of 9,459 shares — an estimated $229K sold.

Blue Zone Wealth Advisors first reported a position in PWZ in Q4 2025 and held it in 1 quarter. The position peaked at $229K in Q4 2025. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • Blue Zone Wealth Advisors reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 9,459 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $229K.
  • Blue Zone Wealth Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Blue Zone Wealth Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $229K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.