CCP
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Carmel Capital Partners’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Carmel Capital Partners’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
2023
Q2 		– Sell
-590
Closed -$14.6K – 468
2023
Q1 		$14.6K Buy
+590
New +$14.5K 0.01% 306

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Carmel Capital Partners's PWZ Position: Q2 2023 in Review

Carmel Capital Partners sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2023, closing a stake of 590 shares — an estimated $14.6K sold.

Carmel Capital Partners first reported a position in PWZ in Q1 2023 and held it in 1 quarter. The position peaked at $14.6K in Q1 2023. 68 funds tracked by Wall St. Rank hold PWZ as of Q2 2023.

  • Carmel Capital Partners reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 590 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2023, an estimated $14.6K.
  • Carmel Capital Partners first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Invesco California AMT-Free Municipal Bond ETF position peaked at $14.6K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2023.

Based on Carmel Capital Partners's 13F filing for Q2 2023, filed 27 Jul 2023.