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

Boyd 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
2024 Q3	–	Sell	-197,318	Closed	-$4.87M	–	49
2024 Q2	$4.87M	Buy	+197,318	New	+$4.86M	2.69%	12
2024 Q1	–	Sell	-15,895	Closed	-$397K	–	43
2023 Q4	$397K	Sell	15,895 -226,718	-93%	-$5.4M	0.25%	34
2023 Q3	$5.69M	Buy	242,613 +21,164	+10%	+$514K	3.83%	10
2023 Q2	$5.46M	Buy	+221,449	New	+$5.46M	3.31%	11

Other funds holding PWZ

MMA

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boyd Wealth Management's PWZ Position: Q3 2024 in Review

Boyd Wealth Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2024, closing a stake of 197,318 shares — an estimated $4.87M sold.

Boyd Wealth Management first reported a position in PWZ in Q2 2023 and held it in 4 quarters. The position peaked at $5.69M in Q3 2023. 96 funds tracked by Wall St. Rank hold PWZ as of Q3 2024.

Boyd Wealth Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
Boyd Wealth Management sold 197,318 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2024, an estimated $4.87M.
Boyd Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2023 and held it in 4 quarters.
Boyd Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $5.69M in Q3 2023.
96 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2024.

Based on Boyd Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.