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PWZ icon

Cypress Wealth Services’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Cypress Wealth Services’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
2023
Q4 		– Sell
-8,660
Closed -$203K – 252
2023
Q3 		$203K Buy
8,660
+63
+0.7% +$1.53K 0.06% 225
2023
Q2 		$212K Buy
8,597
+61
+0.7% +$1.5K 0.06% 227
2023
Q1 		$211K Buy
8,536
+59
+0.7% +$1.45K 0.06% 222
2022
Q4 		$205K Buy
+8,477
New +$201K 0.07% 221
2022
Q3 		– Sell
-8,365
Closed -$203K – 242
2022
Q2 		$203K Buy
8,365
+47
+0.6% +$1.16K 0.06% 216
2022
Q1 		$215K Buy
8,318
+45
+0.5% +$1.21K 0.06% 223
2021
Q4 		$231K Buy
8,273
+46
+0.6% +$1.28K 0.06% 206
2021
Q3 		$228K Buy
8,227
+46
+0.6% +$1.29K 0.07% 200
2021
Q2 		$230K Buy
8,181
+46
+0.6% +$1.29K 0.06% 235
2021
Q1 		$225K Buy
8,135
+48
+0.6% +$1.34K 0.05% 260
2020
Q4 		$226K Buy
+8,087
New +$224K 0.05% 255
2020
Q3 		– Sell
-7,980
Closed -$221K – 440
2020
Q2 		$218K Buy
7,980
+34
+0.4% +$913 0.05% 241
2020
Q1 		$214K Buy
7,946
+50
+0.6% +$1.37K 0.06% 220
2019
Q4 		$216K Buy
7,896
+50
+0.6% +$1.37K 0.05% 234
2019
Q3 		$215K Buy
7,846
+48
+0.6% +$1.31K 0.06% 227
2019
Q2 		$210K Buy
7,798
+50
+0.6% +$1.33K 0.06% 242
2019
Q1 		$204K Buy
+7,748
New +$200K 0.06% 237

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cypress Wealth Services's PWZ Position: Q4 2023 in Review

Cypress Wealth Services sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2023, closing a stake of 8,660 shares — an estimated $203K sold.

Cypress Wealth Services first reported a position in PWZ in Q1 2019 and held it in 17 quarters. The position peaked at $231K in Q4 2021. 89 funds tracked by Wall St. Rank hold PWZ as of Q4 2023.

  • Cypress Wealth Services reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cypress Wealth Services sold 8,660 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2023, an estimated $203K.
  • Cypress Wealth Services first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2019 and held it in 17 quarters.
  • Cypress Wealth Services's Invesco California AMT-Free Municipal Bond ETF position peaked at $231K in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2023.

Based on Cypress Wealth Services's 13F filing for Q4 2023, filed 11 Jan 2024.