Cetera Investment Advisers
PWZ icon

Cetera Investment Advisers’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Cetera Investment Advisers’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
Q1 		$891K Sell
37,336
-1,526
-4% -$37K ﹤0.01% 3006
2025
Q4 		$939K Sell
38,862
-197
-0.5% -$4.77K ﹤0.01% 2879
2025
Q3 		$934K Buy
39,059
+18,491
+90% +$431K ﹤0.01% 2825
2025
Q2 		$480K Buy
20,568
+1,035
+5% +$24.2K ﹤0.01% 3005
2025
Q1 		$466K Buy
+19,533
New +$477K ﹤0.01% 2905
2024
Q3 		– Sell
-23,036
Closed -$568K – 3879
2024
Q2 		$568K Sell
23,036
-6,779
-23% -$167K ﹤0.01% 2491
2024
Q1 		$742K Buy
+29,815
New +$745K ﹤0.01% 2310
2023
Q2 		– Sell
-13,503
Closed -$334K – 2280
2023
Q1 		$334K Buy
13,503
+3,902
+41% +$95.9K ﹤0.01% 1644
2022
Q4 		$232K Buy
+9,601
New +$228K ﹤0.01% 1817

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 $7.28B AUM 16.22% 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
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return