Boltwood Capital Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Boltwood Capital 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
2022 Q3	–	Sell	-19,250	Closed	-$468K	–	150
2022 Q2	$468K	Buy	+19,250	New	+$474K	0.2%	106

Other funds holding PWZ

CSIA

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

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

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

GKWIM

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

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

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Boltwood Capital Management's PWZ Position: Q3 2022 in Review

Boltwood Capital Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2022, closing a stake of 19,250 shares — an estimated $468K sold.

Boltwood Capital Management first reported a position in PWZ in Q2 2022 and held it in 1 quarter. The position peaked at $468K in Q2 2022. 68 funds tracked by Wall St. Rank hold PWZ as of Q3 2022.

Boltwood Capital Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Boltwood Capital Management sold 19,250 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $468K.
Boltwood Capital Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2022 and held it in 1 quarter.
Boltwood Capital Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $468K in Q2 2022.
68 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2022.

Based on Boltwood Capital Management's 13F filing for Q3 2022, filed 4 Oct 2022.