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Crossmark Global Holdings’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Crossmark Global Holdings’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
2025
Q4 		– Sell
-18,051
Closed -$432K – 1302
2025
Q3 		$432K Sell
18,051
-8,397
-32% -$196K 0.01% 952
2025
Q2 		$617K Sell
26,448
-908
-3% -$21.2K 0.01% 795
2025
Q1 		$657K Buy
+27,356
New +$668K 0.01% 754

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
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Crossmark Global Holdings's PWZ Position: Q4 2025 in Review

Crossmark Global Holdings sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2025, closing a stake of 18,051 shares — an estimated $432K sold.

Crossmark Global Holdings first reported a position in PWZ in Q1 2025 and held it in 3 quarters. The position peaked at $657K in Q1 2025. 128 funds tracked by Wall St. Rank hold PWZ as of Q4 2025.

  • Crossmark Global Holdings reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 18,051 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $432K.
  • Crossmark Global Holdings first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2025 and held it in 3 quarters.
  • Crossmark Global Holdings's Invesco California AMT-Free Municipal Bond ETF position peaked at $657K in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.