Climber Capital’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Climber Capital’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 Q3	$267K	Hold	12,620	–	–	0.16%	61
2026 Q2	$309K	Hold	12,620	–	–	0.19%	53
2026 Q1	$301K	Sell	12,620 -3,775	-23%	-$91.5K	0.2%	65
2025 Q4	$396K	Buy	+16,395	New	+$397K	0.26%	47
2025 Q2	$381K	Hold	16,395	–	–	0.24%	49
2025 Q1	$336K	Hold	16,395	–	–	0.26%	48
2024 Q4	$405K	Buy	+16,395	New	+$408K	0.33%	39

Other funds holding PWZ

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return

SimpliFi Inc San Diego, California $245M AUM 4.52% 1-Year Est. Return

Navigation Group Redwood City, California $501M AUM

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Climber Capital's PWZ Position: Q3 2026 in Review

Climber Capital held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q3 2026 at 12,620 shares worth $267K. The position accounts for 0.16% of the portfolio, ranked #61.

Climber Capital first reported a position in PWZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $405K in Q4 2024. 31 funds tracked by Wall St. Rank hold PWZ as of Q3 2026.

Climber Capital held 12,620 shares of Invesco California AMT-Free Municipal Bond ETF worth $267K as of Q3 2026.
Climber Capital left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q3 2026.
Invesco California AMT-Free Municipal Bond ETF made up 0.16% of Climber Capital's portfolio in Q3 2026, its #61 holding.
Climber Capital first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Climber Capital's Invesco California AMT-Free Municipal Bond ETF position peaked at $405K in Q4 2024.
31 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Climber Capital's 13F filing for Q3 2026, filed 20 Oct 2026.