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Calton & Associates’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Calton & 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
2018
Q1 		– Sell
-1,500
Closed -$39K – 1050
2017
Q4 		$39K Buy
+1,500
New +$39.3K 0.01% 743

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Calton & Associates's PWZ Position: Q1 2018 in Review

Calton & Associates sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2018, closing a stake of 1,500 shares — an estimated $39K sold.

Calton & Associates first reported a position in PWZ in Q4 2017 and held it in 1 quarter. The position peaked at $39K in Q4 2017. 38 funds tracked by Wall St. Rank hold PWZ as of Q1 2018.

  • Calton & Associates reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,500 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2018, an estimated $39K.
  • Calton & Associates first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Invesco California AMT-Free Municipal Bond ETF position peaked at $39K in Q4 2017.
  • 38 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.