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

Bristlecone 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
2025 Q2	–	Sell	-4,225	Closed	-$101K	–	350
2025 Q1	$101K	Buy	4,225 +125	+3%	+$3.05K	0.01%	295
2024 Q4	$101K	Buy	4,100 +1,000	+32%	+$24.9K	0.01%	293
2024 Q3	$77.7K	Buy	+3,100	New	+$77.4K	0.01%	307
2023 Q2	–	Sell	-1,982	Closed	-$49.1K	–	318
2023 Q1	$49.1K	Buy	+1,982	New	+$48.7K	0.01%	300

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

GKWIM

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

FFA

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Bristlecone Advisors's PWZ Position: Q2 2025 in Review

Bristlecone Advisors sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2025, closing a stake of 4,225 shares — an estimated $101K sold.

Bristlecone Advisors first reported a position in PWZ in Q1 2023 and held it in 4 quarters. The position peaked at $101K in Q4 2024. 112 funds tracked by Wall St. Rank hold PWZ as of Q2 2025.

Bristlecone Advisors reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Bristlecone Advisors sold 4,225 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $101K.
Bristlecone Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2023 and held it in 4 quarters.
Bristlecone Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $101K in Q4 2024.
112 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.