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

Bradley & Co 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
2022 Q4	–	Sell	-7,457	Closed	-$173K	–	182
2022 Q3	$173K	Sell	7,457 -26,475	-78%	-$648K	0.21%	37
2022 Q2	$825K	Sell	33,932 -6,124	-15%	-$151K	0.91%	23
2022 Q1	$1.03M	Buy	+40,056	New	+$1.08M	0.89%	22
2021 Q3	–	Sell	-3,315	Closed	-$93K	–	168
2021 Q2	$93K	Hold	3,315	–	–	0.08%	75
2021 Q1	$92K	Buy	+3,315	New	+$92.3K	0.08%	75

Other funds holding PWZ

CSIA

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

Jane Street New York $777B AUM 61.18% 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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

GKWIM

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Bradley & Co Private Wealth Management's PWZ Position: Q4 2022 in Review

Bradley & Co Private Wealth Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2022, closing a stake of 7,457 shares — an estimated $173K sold.

Bradley & Co Private Wealth Management first reported a position in PWZ in Q1 2021 and held it in 5 quarters. The position peaked at $1.03M in Q1 2022. 69 funds tracked by Wall St. Rank hold PWZ as of Q4 2022.

Bradley & Co Private Wealth Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 7,457 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2022, an estimated $173K.
Bradley & Co Private Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2021 and held it in 5 quarters.
Bradley & Co Private Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.03M in Q1 2022.
69 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.