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Cetera Advisor Networks’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$564K Buy
22,677
+2,618
+13% +$65.5K ﹤0.01% 1854
2023
Q4 		$501K Buy
20,059
+5,970
+42% +$142K ﹤0.01% 1877
2023
Q3 		$331K Buy
14,089
+771
+6% +$18.7K ﹤0.01% 2087
2023
Q2 		$328K Buy
13,318
+59
+0.4% +$1.45K ﹤0.01% 2019
2023
Q1 		$328K Buy
13,259
+33
+0.2% +$811 ﹤0.01% 1994
2022
Q4 		$319K Buy
13,226
+359
+3% +$8.51K ﹤0.01% 1952
2022
Q3 		$298K Sell
12,867
-246
-2% -$6.03K ﹤0.01% 1607
2022
Q2 		$319K Sell
13,113
-2,449
-16% -$60.3K ﹤0.01% 1579
2022
Q1 		$401K Buy
15,562
+55
+0.4% +$1.48K ﹤0.01% 1449
2021
Q4 		$433K Buy
15,507
+56
+0.4% +$1.56K 0.01% 1357
2021
Q3 		$429K Buy
15,451
+57
+0.4% +$1.6K 0.01% 1304
2021
Q2 		$433K Sell
15,394
-656
-4% -$18.4K 0.01% 1262
2021
Q1 		$444K Sell
16,050
-5,438
-25% -$151K 0.01% 941
2020
Q4 		$602K Sell
21,488
-31,657
-60% -$877K 0.01% 709
2020
Q3 		$1.47M Buy
53,145
+263
+0.5% +$7.28K 0.04% 374
2020
Q2 		$1.44M Buy
52,882
+94
+0.2% +$2.53K 0.04% 371
2020
Q1 		$1.42M Buy
52,788
+1,547
+3% +$42.5K 0.05% 330
2019
Q4 		$1.4M Hold
51,241
– – 0.04% 393
2019
Q3 		$1.4M Hold
51,241
– – 0.04% 358
2019
Q2 		$1.38M Buy
+51,241
New +$1.36M 0.04% 356
2018
Q1 		– Sell
-7,569
Closed -$200K – 960
2017
Q4 		$200K Sell
7,569
-96
-1% -$2.51K 0.01% 926
2017
Q3 		$200K Buy
+7,665
New +$201K 0.01% 854
2017
Q2 		– Sell
-9,165
Closed -$232K – 949
2017
Q1 		$232K Buy
+9,165
New +$232K 0.01% 781

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
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
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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisor Networks's PWZ Position: Q1 2024 in Review

Cetera Advisor Networks increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 13% in Q1 2024, buying an estimated $65.5K and bringing the position to 22,677 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Cetera Advisor Networks first reported a position in PWZ in Q1 2017 and has held it in 23 quarters since. The position peaked at $1.47M in Q3 2020. 87 funds tracked by Wall St. Rank hold PWZ as of Q1 2024.

  • Cetera Advisor Networks held 22,677 shares of Invesco California AMT-Free Municipal Bond ETF worth $564K as of Q1 2024.
  • Cetera Advisor Networks bought 2,618 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2024, an estimated $65.5K.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1854 holding.
  • Cetera Advisor Networks first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2017 and has held it in 23 quarters since.
  • Cetera Advisor Networks's Invesco California AMT-Free Municipal Bond ETF position peaked at $1.47M in Q3 2020.
  • 87 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.