CCWA
PWZ icon

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

CA
Chatterton & Associates Anaheim, California $170M AUM
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 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. 16 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.
  • 16 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.