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Certus Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Certus Wealth Management’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
2025
Q3 		$1.56M Buy
65,204
+47,895
+277% +$1.12M 0.93% 29
2025
Q2 		$404K Buy
+17,309
New +$404K 0.26% 46

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 $8.53B AUM 21.43% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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
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
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Certus Wealth Management's PWZ Position: Q3 2025 in Review

Certus Wealth Management increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 277% in Q3 2025, buying an estimated $1.12M and bringing the position to 65,204 shares worth $1.56M. The position accounts for 0.93% of the portfolio, ranked #29.

Certus Wealth Management first reported a position in PWZ in Q2 2025 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold PWZ as of Q3 2025.

  • Certus Wealth Management held 65,204 shares of Invesco California AMT-Free Municipal Bond ETF worth $1.56M as of Q3 2025.
  • Certus Wealth Management bought 47,895 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2025, an estimated $1.12M.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.93% of Certus Wealth Management's portfolio in Q3 2025, its #29 holding.
  • Certus Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.