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Clear Creek Financial Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Clear Creek Financial Management’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
2020
Q4 		– Sell
-22,972
Closed -$634K – 323
2020
Q3 		$634K Buy
+22,972
New +$636K 0.03% 75

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Creek Financial Management's PWZ Position: Q4 2020 in Review

Clear Creek Financial Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2020, closing a stake of 22,972 shares — an estimated $634K sold.

Clear Creek Financial Management first reported a position in PWZ in Q3 2020 and held it in 1 quarter. The position peaked at $634K in Q3 2020. 70 funds tracked by Wall St. Rank hold PWZ as of Q4 2020.

  • Clear Creek Financial Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Clear Creek Financial Management sold 22,972 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2020, an estimated $634K.
  • Clear Creek Financial Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2020 and held it in 1 quarter.
  • Clear Creek Financial Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $634K in Q3 2020.
  • 70 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2020.

Based on Clear Creek Financial Management's 13F filing for Q4 2020, filed 12 Feb 2021.