Cerity Partners
PWZ icon

Cerity Partners’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Cerity 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
2026
Q2 		$987K Buy
40,278
+20,139
+100% +$488K ﹤0.01% 2014
2026
Q1 		$481K Sell
20,139
-17,388
-46% -$421K ﹤0.01% 2316
2025
Q4 		$907K Sell
37,527
-4,252
-10% -$103K ﹤0.01% 1757
2025
Q3 		$999K Buy
+41,779
New +$973K ﹤0.01% 1601
2025
Q2 		– Sell
-69,018
Closed -$1.65M – 2732
2025
Q1 		$1.65M Sell
69,018
-12,117
-15% -$296K ﹤0.01% 1209
2024
Q4 		$2M Buy
81,135
+56,053
+223% +$1.4M ﹤0.01% 1100
2024
Q3 		$629K Sell
25,082
-28,431
-53% -$709K ﹤0.01% 1644
2024
Q2 		$1.32M Buy
+53,513
New +$1.32M ﹤0.01% 1102
2024
Q1 		– Sell
-30,112
Closed -$752K – 2339
2023
Q4 		$752K Buy
+30,112
New +$717K ﹤0.01% 1099
2023
Q3 		– Sell
-24,752
Closed -$610K – 1649
2023
Q2 		$610K Buy
24,752
+12,772
+107% +$315K ﹤0.01% 1096
2023
Q1 		$297K Buy
+11,980
New +$294K ﹤0.01% 1534
2022
Q3 		– Sell
-10,834
Closed -$263K – 1244
2022
Q2 		$263K Buy
+10,834
New +$267K ﹤0.01% 961

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Cerity Partners's PWZ Position: Q2 2026 in Review

Cerity Partners increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 100% in Q2 2026, buying an estimated $488K and bringing the position to 40,278 shares worth $987K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

Cerity Partners first reported a position in PWZ in Q2 2022 and has held it in 12 quarters since. The position peaked at $2M in Q4 2024. 126 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Cerity Partners held 40,278 shares of Invesco California AMT-Free Municipal Bond ETF worth $987K as of Q2 2026.
  • Cerity Partners bought 20,139 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $488K.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2014 holding.
  • Cerity Partners first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2022 and has held it in 12 quarters since.
  • Cerity Partners's Invesco California AMT-Free Municipal Bond ETF position peaked at $2M in Q4 2024.
  • 126 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.