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Concurrent Investment Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Concurrent Investment Advisors’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 		$255K Hold
10,400
– – ﹤0.01% 1795
2026
Q1 		$248K Hold
10,400
– – ﹤0.01% 1610
2025
Q4 		$251K Hold
10,400
– – ﹤0.01% 1507
2025
Q3 		$249K Buy
+10,400
New +$242K ﹤0.01% 1244

Other funds holding PWZ

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SVWG
Shared Vision Wealth Group Carlsbad, United States $291M AUM 22.01% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

Concurrent Investment Advisors's PWZ Position: Q2 2026 in Review

Concurrent Investment Advisors held its Invesco California AMT-Free Municipal Bond ETF (PWZ) position steady in Q2 2026 at 10,400 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Concurrent Investment Advisors first reported a position in PWZ in Q3 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Concurrent Investment Advisors held 10,400 shares of Invesco California AMT-Free Municipal Bond ETF worth $255K as of Q2 2026.
  • Concurrent Investment Advisors left its Invesco California AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1795 holding.
  • Concurrent Investment Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.