C.M. Bidwell & Associates’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

C.M. Bidwell & Associates’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 Q2	$810K	Hold	33,063	–	–	0.33%	52
2026 Q1	$789K	Buy	33,063 +2,559	+8%	+$62K	0.37%	49
2025 Q4	$737K	Buy	30,504 +4,935	+19%	+$119K	0.35%	51
2025 Q3	$612K	Buy	25,569 +3,437	+16%	+$80.1K	0.29%	59
2025 Q2	$517K	Hold	22,132	–	–	0.27%	65
2025 Q1	$528K	Hold	22,132	–	–	0.32%	60
2024 Q4	$547K	Hold	22,132	–	–	0.33%	59
2024 Q3	$555K	Buy	22,132 +1,539	+7%	+$38.4K	0.34%	55
2024 Q2	$508K	Buy	+20,593	New	+$507K	0.34%	55

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

MMA

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

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

C.M. Bidwell & Associates's PWZ Position: Q2 2026 in Review

C.M. Bidwell & Associates held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q2 2026 at 33,063 shares worth $810K. The position accounts for 0.33% of the portfolio, ranked #52.

C.M. Bidwell & Associates first reported a position in PWZ in Q2 2024 and has held it in 9 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

C.M. Bidwell & Associates held 33,063 shares of Invesco California AMT-Free Municipal Bond ETF worth $810K as of Q2 2026.
C.M. Bidwell & Associates left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
Invesco California AMT-Free Municipal Bond ETF made up 0.33% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #52 holding.
C.M. Bidwell & Associates first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.