Creative Planning
PWZ icon

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

Creative Planning’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 		$506K Sell
20,638
-4,804
-19% -$116K ﹤0.01% 3173
2026
Q1 		$607K Buy
25,442
+50
+0.2% +$1.21K ﹤0.01% 2877
2025
Q4 		$613K Buy
25,392
+6,402
+34% +$155K ﹤0.01% 2657
2025
Q3 		$454K Buy
18,990
+631
+3% +$14.7K ﹤0.01% 2807
2025
Q2 		$428K Sell
18,359
-4,684
-20% -$109K ﹤0.01% 2608
2025
Q1 		$550K Buy
23,043
+1,843
+9% +$45K ﹤0.01% 2199
2024
Q4 		$524K Buy
21,200
+1,488
+8% +$37.1K ﹤0.01% 2178
2024
Q3 		$494K Hold
19,712
– – ﹤0.01% 2120
2024
Q2 		$486K Hold
19,712
– – ﹤0.01% 1968
2024
Q1 		$490K Buy
19,712
+223
+1% +$5.58K ﹤0.01% 1866
2023
Q4 		$487K Sell
19,489
-14,740
-43% -$351K ﹤0.01% 1732
2023
Q3 		$803K Buy
34,229
+23,716
+226% +$576K ﹤0.01% 1276
2023
Q2 		$259K Hold
10,513
– – ﹤0.01% 2021
2023
Q1 		$260K Hold
10,513
– – ﹤0.01% 1919
2022
Q4 		$254K Sell
10,513
-344
-3% -$8.16K ﹤0.01% 1842
2022
Q3 		$252K Sell
10,857
-3,243
-23% -$79.4K ﹤0.01% 1760
2022
Q2 		$343K Sell
14,100
-15,653
-53% -$386K ﹤0.01% 1527
2022
Q1 		$767K Buy
+29,753
New +$800K ﹤0.01% 1106
2021
Q4 		– Sell
-15,840
Closed -$440K – 2196
2021
Q3 		$440K Buy
15,840
+2
+0% +$56 ﹤0.01% 1366
2021
Q2 		$445K Buy
15,838
+500
+3% +$14K ﹤0.01% 1350
2021
Q1 		$424K Buy
+15,338
New +$427K ﹤0.01% 1549
2017
Q2 		– Sell
-2,000
Closed -$51K – 4783
2017
Q1 		$51K Hold
2,000
– – ﹤0.01% 2466
2016
Q4 		$51K Hold
2,000
– – ﹤0.01% 2375
2016
Q3 		$53K Hold
2,000
– – ﹤0.01% 2316
2016
Q2 		$54K Hold
2,000
– – ﹤0.01% 2092
2016
Q1 		$52K Hold
2,000
– – ﹤0.01% 2075
2015
Q4 		$52K Hold
2,000
– – ﹤0.01% 2094
2015
Q3 		$51K Buy
+2,000
New +$50.6K ﹤0.01% 2028

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

Creative Planning's PWZ Position: Q2 2026 in Review

Creative Planning reduced its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 19% in Q2 2026, selling an estimated $116K and leaving 20,638 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #3173.

Creative Planning first reported a position in PWZ in Q3 2015 and has held it in 28 quarters since. The position peaked at $803K in Q3 2023. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

  • Creative Planning held 20,638 shares of Invesco California AMT-Free Municipal Bond ETF worth $506K as of Q2 2026.
  • Creative Planning sold 4,804 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $116K.
  • Invesco California AMT-Free Municipal Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3173 holding.
  • Creative Planning first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2015 and has held it in 28 quarters since.
  • Creative Planning's Invesco California AMT-Free Municipal Bond ETF position peaked at $803K in Q3 2023.
  • 130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.