Creative Financial Designs’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Creative Financial Designs’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	$147K	Buy	6,000 +3,000	+100%	+$72.7K	0.01%	683
2026 Q1	$71.6K	Hold	3,000	–	–	﹤0.01%	777
2025 Q4	$72.5K	Hold	3,000	–	–	﹤0.01%	737
2025 Q3	$71.8K	Hold	3,000	–	–	﹤0.01%	729
2025 Q2	$70K	Hold	3,000	–	–	0.01%	766
2025 Q1	$71.5K	Hold	3,000	–	–	0.01%	717
2024 Q4	$74.1K	Buy	+3,000	New	+$74.7K	0.01%	675
2021 Q3	–	Sell	-362	Closed	-$10K	–	1443
2021 Q2	$10K	Buy	+362	New	+$10.1K	﹤0.01%	1030

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

Creative Financial Designs's PWZ Position: Q2 2026 in Review

Creative Financial Designs increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 100% in Q2 2026, buying an estimated $72.7K and bringing the position to 6,000 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #683.

Creative Financial Designs first reported a position in PWZ in Q2 2021 and has held it in 8 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Creative Financial Designs held 6,000 shares of Invesco California AMT-Free Municipal Bond ETF worth $147K as of Q2 2026.
Creative Financial Designs bought 3,000 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $72.7K.
Invesco California AMT-Free Municipal Bond ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #683 holding.
Creative Financial Designs first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2021 and has held it in 8 quarters since.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.