Comerica Bank’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Comerica Bank’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
2025 Q4	$7.25K	Sell	300 -8,095	-96%	-$196K	﹤0.01%	3318
2025 Q3	$201K	Hold	8,395	–	–	﹤0.01%	2324
2025 Q2	$196K	Hold	8,395	–	–	﹤0.01%	2331
2025 Q1	$200K	Hold	8,395	–	–	﹤0.01%	2291
2024 Q4	$207K	Buy	8,395 +2,027	+32%	+$50.5K	﹤0.01%	2293
2024 Q3	$160K	Sell	6,368 -300	-4%	-$7.49K	﹤0.01%	2383
2024 Q2	$165K	Hold	6,668	–	–	﹤0.01%	2344
2024 Q1	$166K	Buy	6,668 +2,594	+64%	+$64.9K	﹤0.01%	2378
2023 Q4	$102K	Sell	4,074 -1,640	-29%	-$39.1K	﹤0.01%	2489
2023 Q3	$134K	Buy	+5,714	New	+$139K	﹤0.01%	2372

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Comerica Bank's PWZ Position: Q4 2025 in Review

Comerica Bank reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 96% in Q4 2025, selling an estimated $196K and leaving 300 shares worth $7.25K. The position accounts for ﹤0.01% of the portfolio, ranked #3318.

Comerica Bank first reported a position in PWZ in Q3 2023 and has held it in 10 quarters since. The position peaked at $207K in Q4 2024. 128 funds tracked by Wall St. Rank hold PWZ as of Q4 2025.

Comerica Bank held 300 shares of Invesco California AMT-Free Municipal Bond ETF worth $7.25K as of Q4 2025.
Comerica Bank sold 8,095 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $196K.
Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Comerica Bank's portfolio in Q4 2025, its #3318 holding.
Comerica Bank first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2023 and has held it in 10 quarters since.
Comerica Bank's Invesco California AMT-Free Municipal Bond ETF position peaked at $207K in Q4 2024.
128 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.