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Capital CS Group’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Capital CS Group’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
2022
Q3 		– Sell
-19,952
Closed -$485K – 68
2022
Q2 		$485K Buy
+19,952
New +$491K 0.5% 20

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Capital CS Group's PWZ Position: Q3 2022 in Review

Capital CS Group sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2022, closing a stake of 19,952 shares — an estimated $485K sold.

Capital CS Group first reported a position in PWZ in Q2 2022 and held it in 1 quarter. The position peaked at $485K in Q2 2022. 68 funds tracked by Wall St. Rank hold PWZ as of Q3 2022.

  • Capital CS Group reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Capital CS Group sold 19,952 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $485K.
  • Capital CS Group first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2022 and held it in 1 quarter.
  • Capital CS Group's Invesco California AMT-Free Municipal Bond ETF position peaked at $485K in Q2 2022.
  • 68 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2022.

Based on Capital CS Group's 13F filing for Q3 2022, filed 12 Oct 2022.