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 $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 $8.53B AUM 21.43% 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 $12.9B AUM 27.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors's PWZ Position: Q1 2026 in Review

Citadel Advisors sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2026, closing a stake of 41,304 shares — an estimated $998K sold.

Citadel Advisors first reported a position in PWZ in Q4 2016 and held it in 22 quarters. The position peaked at $13.5M in Q2 2020. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • Citadel Advisors reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 41,304 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $998K.
  • Citadel Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2016 and held it in 22 quarters.
  • Citadel Advisors's Invesco California AMT-Free Municipal Bond ETF position peaked at $13.5M in Q2 2020.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.