Commonwealth Equity Services’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Commonwealth Equity Services’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	$1.55M	Buy	63,111 +3,294	+6%	+$79.9K	﹤0.01%	2359
2026 Q1	$1.43M	Buy	59,817 +3,029	+5%	+$73.4K	﹤0.01%	2297
2025 Q4	$1.37M	Sell	56,788 -2,606	-4%	-$63.1K	﹤0.01%	2316
2025 Q3	$1.42M	Sell	59,394 -32,415	-35%	-$755K	﹤0.01%	2299
2025 Q2	$2.14M	Buy	91,809 +37,069	+68%	+$865K	﹤0.01%	1928
2025 Q1	$1.31M	Buy	54,740 +4,204	+8%	+$103K	﹤0.01%	2254
2024 Q4	$1.25M	Buy	50,536 +23,194	+85%	+$578K	﹤0.01%	2228
2024 Q3	$686K	Sell	27,342 -14,321	-34%	-$357K	﹤0.01%	2639
2024 Q2	$1.03M	Buy	41,663 +18,135	+77%	+$447K	﹤0.01%	2263
2024 Q1	$585K	Buy	23,528 +5,555	+31%	+$139K	﹤0.01%	2695
2023 Q4	$449K	Buy	17,973 +5,864	+48%	+$140K	﹤0.01%	2808
2023 Q3	$284K	Buy	12,109 +17	+0.1%	+$413	﹤0.01%	3084
2023 Q2	$298K	Sell	12,092 -10,348	-46%	-$255K	﹤0.01%	3062
2023 Q1	$555K	Buy	22,440 +6,467	+40%	+$159K	﹤0.01%	2466
2022 Q4	$385K	Sell	15,973 -2,699	-14%	-$64K	﹤0.01%	2682
2022 Q3	$432K	Sell	18,672 -5,559	-23%	-$136K	﹤0.01%	2539
2022 Q2	$589K	Buy	24,231 +116	+0.5%	+$2.86K	﹤0.01%	2294
2022 Q1	$622K	Sell	24,115 -3,721	-13%	-$100K	﹤0.01%	2351
2021 Q4	$776K	Sell	27,836 -327	-1%	-$9.09K	﹤0.01%	2176
2021 Q3	$781K	Buy	28,163 +1,439	+5%	+$40.5K	﹤0.01%	2121
2021 Q2	$751K	Buy	26,724 +12,228	+84%	+$343K	﹤0.01%	2135
2021 Q1	$401K	Buy	14,496 +1,707	+13%	+$47.6K	﹤0.01%	2502
2020 Q4	$358K	Sell	12,789 -5,762	-31%	-$160K	﹤0.01%	2418
2020 Q3	$512K	Buy	18,551 +2,069	+13%	+$57.3K	﹤0.01%	1944
2020 Q2	$449K	Buy	+16,482	New	+$443K	﹤0.01%	1961

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services's PWZ Position: Q2 2026 in Review

Commonwealth Equity Services increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 5.5% in Q2 2026, buying an estimated $79.9K and bringing the position to 63,111 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

Commonwealth Equity Services first reported a position in PWZ in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.14M in Q2 2025. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Commonwealth Equity Services held 63,111 shares of Invesco California AMT-Free Municipal Bond ETF worth $1.55M as of Q2 2026.
Commonwealth Equity Services bought 3,294 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $79.9K.
Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2359 holding.
Commonwealth Equity Services first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2020 and has held it in 25 quarters since.
Commonwealth Equity Services's Invesco California AMT-Free Municipal Bond ETF position peaked at $2.14M in Q2 2025.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.