Corient Private Wealth
PWZ icon

Corient Private Wealth’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Corient Private Wealth’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 		$238K Buy
+9,729
New +$236K ﹤0.01% 2704
2025
Q4 		– Sell
-9,729
Closed -$233K – 2760
2025
Q3 		$233K Hold
9,729
– – ﹤0.01% 2281
2025
Q2 		$227K Buy
+9,729
New +$227K ﹤0.01% 2155
2025
Q1 		– Sell
-9,729
Closed -$240K – 2418
2024
Q4 		$240K Hold
9,729
– – ﹤0.01% 2014
2024
Q3 		$244K Hold
9,729
– – ﹤0.01% 2121
2024
Q2 		$240K Hold
9,729
– – ﹤0.01% 2026
2024
Q1 		$242K Hold
9,729
– – ﹤0.01% 2008
2023
Q4 		$243K Buy
+9,729
New +$232K ﹤0.01% 1974

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 $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
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Corient Private Wealth's PWZ Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2026: 9,729 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #2704 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in PWZ as recently as Q3 2025.

Corient Private Wealth first reported a position in PWZ in Q4 2023 and has held it in 8 quarters since. The position peaked at $244K in Q3 2024. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Corient Private Wealth held 9,729 shares of Invesco California AMT-Free Municipal Bond ETF worth $238K as of Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF was a new Corient Private Wealth position in Q2 2026.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2704 holding.
  • Corient Private Wealth first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • Corient Private Wealth's Invesco California AMT-Free Municipal Bond ETF position peaked at $244K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.