Citadel Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Citadel Advisors’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	$1.42M	Buy	+58,069	New	+$1.41M	﹤0.01%	7348
2026 Q1	–	Sell	-41,304	Closed	-$998K	–	13983
2025 Q4	$998K	Sell	41,304 -69,650	-63%	-$1.69M	﹤0.01%	7394
2025 Q3	$2.65M	Buy	110,954 +59,302	+115%	+$1.38M	﹤0.01%	5522
2025 Q2	$1.21M	Sell	51,652 -14,692	-22%	-$343K	﹤0.01%	6688
2025 Q1	$1.58M	Buy	66,344 +47,012	+243%	+$1.15M	﹤0.01%	5986
2024 Q4	$478K	Buy	+19,332	New	+$481K	﹤0.01%	8658
2024 Q1	–	Sell	-13,025	Closed	-$325K	–	15297
2023 Q4	$325K	Sell	13,025 -10,722	-45%	-$255K	﹤0.01%	9009
2023 Q3	$557K	Buy	+23,747	New	+$577K	﹤0.01%	7823
2022 Q4	–	Sell	-52,665	Closed	-$1.22M	–	15338
2022 Q3	$1.22M	Buy	52,665 +37,581	+249%	+$920K	﹤0.01%	6563
2022 Q2	$367K	Sell	15,084 -16,590	-52%	-$409K	﹤0.01%	9350
2022 Q1	$817K	Sell	31,674 -5,546	-15%	-$149K	﹤0.01%	8177
2021 Q4	$1.04M	Buy	+37,220	New	+$1.03M	﹤0.01%	7863
2021 Q3	–	Sell	-10,419	Closed	-$293K	–	14474
2021 Q2	$293K	Sell	10,419 -1,983	-16%	-$55.6K	﹤0.01%	11323
2021 Q1	$343K	Buy	+12,402	New	+$345K	﹤0.01%	10531
2020 Q4	–	Sell	-279,829	Closed	-$7.73M	–	11406
2020 Q3	$7.73M	Sell	279,829 -216,140	-44%	-$5.98M	﹤0.01%	2599
2020 Q2	$13.5M	Buy	495,969 +417,715	+534%	+$11.2M	﹤0.01%	1875
2020 Q1	$2.11M	Buy	+78,254	New	+$2.15M	﹤0.01%	4054
2019 Q4	–	Sell	-21,909	Closed	-$599K	–	9619
2019 Q3	$599K	Buy	21,909 +4,359	+25%	+$119K	﹤0.01%	6459
2019 Q2	$472K	Sell	17,550 -14,865	-46%	-$396K	﹤0.01%	6905
2019 Q1	$853K	Buy	+32,415	New	+$839K	﹤0.01%	5879
2018 Q4	–	Sell	-10,974	Closed	-$280K	–	9623
2018 Q3	$280K	Buy	+10,974	New	+$283K	﹤0.01%	7679
2017 Q2	–	Sell	-9,434	Closed	-$239K	–	7944
2017 Q1	$239K	Sell	9,434 -14,866	-61%	-$376K	﹤0.01%	6235
2016 Q4	$616K	Buy	+24,300	New	+$623K	﹤0.01%	4576

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors's PWZ Position: Q2 2026 in Review

Citadel Advisors opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026: 58,069 shares worth $1.42M. The stake represents ﹤0.01% of the portfolio and ranks #7348 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in PWZ as recently as Q4 2025.

Citadel Advisors first reported a position in PWZ in Q4 2016 and has held it in 23 quarters since. The position peaked at $13.5M in Q2 2020. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Citadel Advisors held 58,069 shares of Invesco California AMT-Free Municipal Bond ETF worth $1.42M as of Q2 2026.
Invesco California AMT-Free Municipal Bond ETF was a new Citadel Advisors position in Q2 2026.
Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #7348 holding.
Citadel Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2016 and has held it in 23 quarters since.
Citadel Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $13.5M in Q2 2020.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.