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Centaurus Financial’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Centaurus Financial’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
Q3 		– Sell
-3,620
Closed -$94K – 1663
2018
Q2 		$94K Buy
+3,620
New +$93.2K 0.01% 734

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Centaurus Financial's PWZ Position: Q3 2018 in Review

Centaurus Financial sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2018, closing a stake of 3,620 shares — an estimated $94K sold.

Centaurus Financial first reported a position in PWZ in Q2 2018 and held it in 1 quarter. The position peaked at $94K in Q2 2018. 37 funds tracked by Wall St. Rank hold PWZ as of Q3 2018.

  • Centaurus Financial reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 3,620 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2018, an estimated $94K.
  • Centaurus Financial first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's Invesco California AMT-Free Municipal Bond ETF position peaked at $94K in Q2 2018.
  • 37 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.