CSIC
PWZ icon

Clifford Swan Investment Counsel’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Clifford Swan Investment Counsel’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
Q1 		$264K Hold
11,050
– – 0.01% 288
2025
Q4 		$267K Hold
11,050
– – 0.01% 283
2025
Q3 		$264K Buy
11,050
+750
+7% +$17.5K 0.01% 288
2025
Q2 		$240K Hold
10,300
– – 0.01% 291
2025
Q1 		$246K Buy
+10,300
New +$252K 0.01% 291

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 $67.6B AUM 18.3% 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 $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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clifford Swan Investment Counsel's PWZ Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q1 2026 at 11,050 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #288.

Clifford Swan Investment Counsel first reported a position in PWZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $267K in Q4 2025. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • Clifford Swan Investment Counsel held 11,050 shares of Invesco California AMT-Free Municipal Bond ETF worth $264K as of Q1 2026.
  • Clifford Swan Investment Counsel left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q1 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #288 holding.
  • Clifford Swan Investment Counsel first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Clifford Swan Investment Counsel's Invesco California AMT-Free Municipal Bond ETF position peaked at $267K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.