Citadel Advisors
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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
2025
Q3 		– Sell
-44,500
Closed -$1.04M – 13828
2025
Q2 		$1.04M Buy
44,500
+31,600
+245% +$737K ﹤0.01% 7000
2025
Q1 		$308K Sell
12,900
-8,800
-41% -$215K ﹤0.01% 9520
2024
Q4 		$536K Buy
+21,700
New +$540K ﹤0.01% 8396
2023
Q4 		– Sell
-100
Closed -$2.35K – 15046
2023
Q3 		$2.35K Buy
+100
New +$2.43K ﹤0.01% 13734

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

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 #7344 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 #7344 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.