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Chatterton & Associates’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Chatterton & Associates’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 		$3.54M Buy
144,898
+12,486
+9% +$303K 2.08% 15
2026
Q1 		$3.21M Buy
132,412
+40,031
+43% +$970K 2.25% 16
2025
Q4 		$2.23M Buy
+92,381
New +$2.24M 1.91% 17

Other funds holding PWZ

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SVWG
Shared Vision Wealth Group Carlsbad, United States $291M AUM 22.01% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

Chatterton & Associates's PWZ Position: Q2 2026 in Review

Chatterton & Associates increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 9.4% in Q2 2026, buying an estimated $303K and bringing the position to 144,898 shares worth $3.54M. The position accounts for 2.08% of the portfolio, ranked #15.

Chatterton & Associates first reported a position in PWZ in Q4 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Chatterton & Associates held 144,898 shares of Invesco California AMT-Free Municipal Bond ETF worth $3.54M as of Q2 2026.
  • Chatterton & Associates bought 12,486 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $303K.
  • Invesco California AMT-Free Municipal Bond ETF made up 2.08% of Chatterton & Associates's portfolio in Q2 2026, its #15 holding.
  • Chatterton & Associates first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.