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CLA (CliftonLarsonAllen) Wealth Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$1.19M Buy
+48,510
New +$1.18M 0.02% 183
2025
Q1 		– Sell
-10,326
Closed -$255K – 201
2024
Q4 		$255K Buy
+10,326
New +$257K ﹤0.01% 184

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

CLA (CliftonLarsonAllen) Wealth Advisors's PWZ Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026: 48,510 shares worth $1.19M. The stake represents 0.02% of the portfolio and ranks #183 among its holdings. This is a return to the name: CLA (CliftonLarsonAllen) Wealth Advisors previously reported a position in PWZ as recently as Q4 2024.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PWZ in Q4 2024 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 48,510 shares of Invesco California AMT-Free Municipal Bond ETF worth $1.19M as of Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #183 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.