Caldwell Sutter Capital’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Caldwell Sutter Capital’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 Q1	$2.39K	Buy	+100	New	+$2.42K	﹤0.01%	733

Other funds holding PWZ

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

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

GKWIM

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

MMA

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Caldwell Sutter Capital's PWZ Position: Q1 2026 in Review

Caldwell Sutter Capital opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2026: 100 shares worth $2.39K. The stake represents ﹤0.01% of the portfolio and ranks #733 among its holdings.

127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

Caldwell Sutter Capital held 100 shares of Invesco California AMT-Free Municipal Bond ETF worth $2.39K as of Q1 2026.
Invesco California AMT-Free Municipal Bond ETF was a new Caldwell Sutter Capital position in Q1 2026.
Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q1 2026, its #733 holding.
127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.