Cetera Investment Advisers
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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
Q2 		$1.12M Buy
45,549
+8,213
+22% +$199K ﹤0.01% 2953
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 – 3878
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 $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cetera Investment Advisers's PWZ Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 22% in Q2 2026, buying an estimated $199K and bringing the position to 45,549 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2953.

Cetera Investment Advisers first reported a position in PWZ in Q4 2022 and has held it in 10 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Cetera Investment Advisers held 45,549 shares of Invesco California AMT-Free Municipal Bond ETF worth $1.12M as of Q2 2026.
  • Cetera Investment Advisers bought 8,213 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $199K.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2953 holding.
  • Cetera Investment Advisers first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2022 and has held it in 10 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.