Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Cambridge Investment Research 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
2026
Q1 		$1.02M Sell
42,697
-6,495
-13% -$157K ﹤0.01% 2156
2025
Q4 		$1.19M Buy
49,192
+994
+2% +$24.1K ﹤0.01% 1962
2025
Q3 		$1.15M Buy
48,198
+820
+2% +$19.1K ﹤0.01% 1943
2025
Q2 		$1.11M Sell
47,378
-4,869
-9% -$114K ﹤0.01% 1863
2025
Q1 		$1.25M Buy
52,247
+5,026
+11% +$123K ﹤0.01% 1685
2024
Q4 		$1.17M Buy
47,221
+17,568
+59% +$437K ﹤0.01% 1748
2024
Q3 		$744K Buy
29,653
+8,399
+40% +$210K ﹤0.01% 2088
2024
Q2 		$524K Sell
21,254
-867
-4% -$21.4K ﹤0.01% 2262
2024
Q1 		$550K Buy
22,121
+1,194
+6% +$29.9K ﹤0.01% 2203
2023
Q4 		$523K Sell
20,927
-1,372
-6% -$32.7K ﹤0.01% 2148
2023
Q3 		$523K Buy
22,299
+1,928
+9% +$46.9K ﹤0.01% 2042
2023
Q2 		$502K Hold
20,371
– – ﹤0.01% 2133
2023
Q1 		$505K Sell
20,371
-177
-0.9% -$4.35K ﹤0.01% 2066
2022
Q4 		$496K Buy
20,548
+900
+5% +$21.3K ﹤0.01% 2018
2022
Q3 		$455K Hold
19,648
– – ﹤0.01% 2012
2022
Q2 		$478K Sell
19,648
-9,569
-33% -$236K ﹤0.01% 1997
2022
Q1 		$754K Buy
29,217
+2,803
+11% +$75.4K ﹤0.01% 1789
2021
Q4 		$737K Buy
26,414
+5,078
+24% +$141K ﹤0.01% 1793
2021
Q3 		$592K Sell
21,336
-1,033
-5% -$29K ﹤0.01% 1919
2021
Q2 		$629K Buy
22,369
+1,240
+6% +$34.7K ﹤0.01% 1879
2021
Q1 		$585K Buy
21,129
+15
+0.1% +$418 ﹤0.01% 1787
2020
Q4 		$591K Sell
21,114
-7,077
-25% -$196K ﹤0.01% 1665
2020
Q3 		$778K Buy
28,191
+2,290
+9% +$63.4K 0.01% 1329
2020
Q2 		$707K Sell
25,901
-5,510
-18% -$148K 0.01% 1340
2020
Q1 		$847K Sell
31,411
-648
-2% -$17.8K 0.01% 1063
2019
Q4 		$876K Sell
32,059
-2,122
-6% -$58K 0.01% 1228
2019
Q3 		$935K Buy
34,181
+11,656
+52% +$318K 0.01% 1107
2019
Q2 		$605K Buy
22,525
+5,335
+31% +$142K 0.01% 1309
2019
Q1 		$453K Buy
17,190
+16
+0.1% +$414 ﹤0.01% 1550
2018
Q4 		$443K Buy
17,174
+4,960
+41% +$126K ﹤0.01% 1397
2018
Q3 		$312K Sell
12,214
-52
-0.4% -$1.34K ﹤0.01% 1774
2018
Q2 		$317K Buy
12,266
+16
+0.1% +$412 ﹤0.01% 1693
2018
Q1 		$315K Buy
12,250
+84
+0.7% +$2.17K ﹤0.01% 1632
2017
Q4 		$321K Buy
12,166
+298
+3% +$7.8K ﹤0.01% 1612
2017
Q3 		$309K Sell
11,868
-23
-0.2% -$602 ﹤0.01% 1530
2017
Q2 		$309K Buy
11,891
+750
+7% +$19.3K ﹤0.01% 1489
2017
Q1 		$282K Buy
11,141
+1,976
+22% +$50K ﹤0.01% 1427
2016
Q4 		$232K Buy
9,165
+1,420
+18% +$36.4K ﹤0.01% 1424
2016
Q3 		$206K Buy
+7,745
New +$207K ﹤0.01% 1536

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Mercer Global Advisors
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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors's PWZ Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 13% in Q1 2026, selling an estimated $157K and leaving 42,697 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2156.

Cambridge Investment Research Advisors first reported a position in PWZ in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.25M in Q1 2025. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • Cambridge Investment Research Advisors held 42,697 shares of Invesco California AMT-Free Municipal Bond ETF worth $1.02M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 6,495 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $157K.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2156 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2016 and has held it in 39 quarters since.
  • Cambridge Investment Research Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.25M in Q1 2025.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.